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Pitney Bowes

247 hedge funds and large institutions have $433M invested in Pitney Bowes in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $7.28M | Put options by funds: $3.39M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

4% more funds holding

Funds holding: 238247 (+9)

3.4% less ownership

Funds ownership: 60.05%56.65% (-3.4%)

7% less capital invested

Capital invested by funds: $466M → $433M (-$32.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 92

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
37
Increased
57
Reduced
92
Closed
26
Calls
$7.28M
Puts
$3.39M
Net Calls
+$3.89M
Net Calls Change
+$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
226
CBIZ Investment Advisory Services
Ohio
$1.28K +$1.22K +295 New
CPG
227
Cornerstone Planning Group
New Jersey
$1.04K
NA
228
NewEdge Advisors
Louisiana
$1.02K
Simplex Trading
229
Simplex Trading
Illinois
$1K -$675K -163,572 -100%
MA
230
Montag & Associates
Georgia
$719
Russell Investments Group
231
Russell Investments Group
United Kingdom
$585 -$34.6K -8,400 -98%
PWMG
232
Private Wealth Management Group
New Jersey
$572
AF
233
Allworth Financial
California
$540 -$322 -78 -39%
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$533
DFA
235
DHJJ Financial Advisors
Illinois
$477
M
236
MOTCO
Texas
$476 +$454 +110 New
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$468
CFGS
238
Concourse Financial Group Securities
Alabama
$428
CA
239
CoreCap Advisors
Michigan
$416 +$396 +96 New
SIS
240
Sound Income Strategies
Florida
$229 -$5.97K -1,448 -96%
ECM
241
Everence Capital Management
Indiana
$166
PFBT
242
Parkside Financial Bank & Trust
Missouri
$152
AWM
243
Avior Wealth Management
Nebraska
$147 +$140 +34 New
FFA
244
Farther Finance Advisors
California
$140
RIL
245
Rothschild Investment LLC
Illinois
$130 +$124 +30 New
CA
246
Clearstead Advisors
Ohio
$25 +$21 +5 New
Assenagon Asset Management
247
Assenagon Asset Management
Luxembourg
-$7.65M -1,738,793 Closed
CPRC
248
Consolidated Portfolio Review Corp
New York
-$2.22M -503,953 Closed
BCIM
249
Black Creek Investment Management
Ontario, Canada
-$1M -228,000 Closed
GS
250
GTS Securities
New York
-$451K -109,414 Closed

PBI Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2024, worth a combined $433M — down 7% from $466M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PBI positions and 26 closed out — a net gain of 11 holders — while 57 added to existing stakes and 92 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $1.77M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 247 institutional investors held Pitney Bowes (PBI) as of Q1 2024, up from 238 in Q4 2023.
  • Funds reported $433M of Pitney Bowes stock for Q1 2024, down 7% quarter-over-quarter.
  • 37 funds opened new Pitney Bowes positions in Q1 2024 and 26 closed out, a net change of +11 holders.
  • The largest Pitney Bowes buyer in Q1 2024 was Two Sigma Advisers, an estimated $1.77M added.
  • The largest Pitney Bowes seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.