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Pitney Bowes

235 hedge funds and large institutions have $385M invested in Pitney Bowes in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.25% less ownership

Funds ownership: 62.22%61.97% (-0.25%)

9% less capital invested

Capital invested by funds: $424M → $385M (-$38.6M)

10% less funds holding

Funds holding: 261235 (-26)

23% less call options, than puts

Call options by funds: $3.61M | Put options by funds: $4.69M

60% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 42

Holders
235
Holders Change
-26
Holders Change %
-9.96%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
75
Reduced
68
Closed
42
Calls
$3.61M
Puts
$4.69M
Net Calls
-$1.08M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
226
NewEdge Advisors
Louisiana
$835
AA
227
Ancora Advisors
Ohio
$708
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$634 -$2.43K -700 -80%
MA
229
Montag & Associates
Georgia
$588
TCM
230
Tradewinds Capital Management
Washington
$531
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$435
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$382
IA
233
IFP Advisors
Florida
$354
CFGS
234
Concourse Financial Group Securities
Alabama
$350
CAS
235
Coppell Advisory Solutions
Texas
$35 +$35 +10 New
Arrowstreet Capital
236
Arrowstreet Capital
Massachusetts
-$4.03M -1,035,538 Closed
Allianz Asset Management
237
Allianz Asset Management
Germany
-$2.17M -558,698 Closed
PCMI
238
Paradigm Capital Management Inc
New York
-$973K -250,000 Closed
SEI Investments
239
SEI Investments
Pennsylvania
-$684K -175,780 Closed
Walleye Trading
240
Walleye Trading
New York
-$273K -78,777 Closed
Tudor Investment Corp
241
Tudor Investment Corp
Connecticut
-$271K -69,720 Closed
AQR Capital Management
242
AQR Capital Management
Connecticut
-$222K -57,086 Closed
BA
243
Bridgewater Associates
Connecticut
-$204K -52,380 Closed
PI
244
PEAK6 Investments
Illinois
-$183K -47,147 Closed
XT
245
XTX Topco
Cayman Islands
-$181K -46,623 Closed
BHCM
246
Boulder Hill Capital Management
New York
-$179K -46,000 Closed
E
247
Ergoteles
New York
-$168K -43,164 Closed
Lido Advisors
248
Lido Advisors
California
-$156K -40,000 Closed
SG Americas Securities
249
SG Americas Securities
New York
-$153K -39,247 Closed
RIL
250
Rothschild Investment LLC
Illinois
-$145K -37,265 Closed

PBI Hedge Fund Activity: Q2 2023 in Review

235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2023, worth a combined $385M — down 9.1% from $424M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of PBI and 17 opened new positions — a net loss of 25 holders — while 68 trimmed existing stakes and 75 added.

The largest buyer was Assenagon Asset Management, adding an estimated $4.36M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.03M sold.

  • 235 institutional investors held Pitney Bowes (PBI) as of Q2 2023, down from 261 in Q1 2023.
  • Funds reported $385M of Pitney Bowes stock for Q2 2023, down 9.1% quarter-over-quarter.
  • 17 funds opened new Pitney Bowes positions in Q2 2023 and 42 closed out, a net change of -25 holders.
  • The largest Pitney Bowes buyer in Q2 2023 was Assenagon Asset Management, an estimated $4.36M added.
  • The largest Pitney Bowes seller in Q2 2023 was Arrowstreet Capital, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2023.