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Pitney Bowes

236 hedge funds and large institutions have $504M invested in Pitney Bowes in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $4.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $433M → $504M (+$70.6M)

1.19% less ownership

Funds ownership: 56.65%55.46% (-1.2%)

4% less funds holding

Funds holding: 247236 (-11)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
236
Holders Change
-11
Holders Change %
-4.45%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
86
Reduced
72
Closed
33
Calls
$11.9M
Puts
$4.38M
Net Calls
+$7.51M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$549
CFGS
227
Concourse Financial Group Securities
Alabama
$502
RIL
228
Rothschild Investment LLC
Illinois
$432 +$263 +55 +183%
SIS
229
Sound Income Strategies
Florida
$269
FFA
230
Farther Finance Advisors
California
$196
LFG
231
Larson Financial Group
Missouri
$183 +$172 +36 New
PFBT
232
Parkside Financial Bank & Trust
Missouri
$178
ECM
233
Everence Capital Management
Indiana
$163
CAS
234
Coppell Advisory Solutions
Texas
$51 +$48 +10 New
CA
235
Clearstead Advisors
Ohio
$24
TI
236
Tidal Investments
Wisconsin
-$764K -176,481 Closed
TPSF
237
Texas Permanent School Fund
Texas
-$563K -130,119 Closed
JF
238
Jump Financial
Illinois
-$548K -126,531 Closed
AIG
239
American International Group
New York
-$405K -93,641 Closed
IMRF
240
Illinois Municipal Retirement Fund
Illinois
-$376K -86,916 Closed
Allianz Asset Management
241
Allianz Asset Management
Germany
-$231K -53,300 Closed
IMC Chicago
242
IMC Chicago
Illinois
-$240K -50,164 Closed
Mitsubishi UFJ Trust & Banking
243
Mitsubishi UFJ Trust & Banking
Japan
-$198K -46,750 Closed
EC
244
EntryPoint Capital
New York
-$197K -45,475 Closed
QT
245
Quantbot Technologies
New York
-$187K -43,251 Closed
DTL
246
Dynamic Technology Lab
Singapore
-$126K -29,129 Closed
SEI Investments
247
SEI Investments
Pennsylvania
-$109K -25,060 Closed
I
248
InceptionR
California
-$98.9K -22,833 Closed
Stifel Financial
249
Stifel Financial
Missouri
-$95.1K -21,957 Closed
ACM
250
Aquatic Capital Management
Illinois
-$78.8K -18,200 Closed

PBI Hedge Fund Activity: Q2 2024 in Review

236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2024, worth a combined $504M — up 16% from $433M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBI and 27 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 86 added.

The largest buyer was Goldman Sachs, adding an estimated $5.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.77M.

  • 236 institutional investors held Pitney Bowes (PBI) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $504M of Pitney Bowes stock for Q2 2024, up 16% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q2 2024 was Goldman Sachs, an estimated $5.1M added.
  • The largest Pitney Bowes seller in Q2 2024 was Dimensional Fund Advisors, an estimated $5.77M sold.

Based on aggregated 13F filings for Q2 2024.