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Pitney Bowes
PBI

262 hedge funds and large institutions have $757M invested in Pitney Bowes in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

0% less funds holding

Funds holding: 263 → 262 (-1)

0.39% less ownership

Funds ownership: 65.6% → 65.21% (-0.39%)

9% less capital invested

Capital invested by funds: $828M → $757M (-$71.2M)

40% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $13.6M

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
83
Reduced
83
Closed
35
Calls
$8.15M
Puts
$13.6M
Net Calls
-$5.42M
Net Calls Change
-$3.7M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$21.6M
2
Millennium Management
Millennium Management
New York
+$18.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.68M
4
Renaissance Technologies
Renaissance Technologies
New York
+$6.59M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$46.4M
2
SAM
Soviero Asset Management
New York
-$7.57M
3
Two Sigma Investments
Two Sigma Investments
New York
-$6.33M
4
FCM
Frontier Capital Management
Massachusetts
-$4.69M
5
First Trust Advisors
First Trust Advisors
Illinois
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
251
McCarthy Asset Management
California
$1K – – –
MA
252
Montag & Associates
Georgia
$1K – – –
RCC
253
Red Cedar Capital
Nebraska
$1K – – –
TFA
254
Toth Financial Advisory
Virginia
$1K – – –
C
255
Covestor
United Kingdom
$1K +$595 +84 New
NFG
256
Next Financial Group
Texas
$1K +$1.12K +158 New
DFCM
257
Dark Forest Capital Management
Puerto Rico
$1K +$1.17K +165 New
SCA
258
Stonebridge Capital Advisors
Minnesota
$1K +$1.17K +165 +330%
PCFFS
259
Pacific Center for Financial Services
California
$1K +$1.37K +193 New
BBHC
260
Brown Brothers Harriman & Co
New York
$622 – – –
Manulife (Manufacturers Life Insurance)
261
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$607 -$6.57K -927 -1%
SAM
262
Soviero Asset Management
New York
– -$7.57M -1,050,000 Closed
First Trust Advisors
263
First Trust Advisors
Illinois
– -$4.66M -645,924 Closed
Canada Pension Plan Investment Board
264
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.24M -316,029 -100%
JF
265
Jump Financial
Illinois
– -$1.57M -218,300 Closed
PP
266
PDT Partners
New York
– -$1.54M -214,168 Closed
Connor, Clark & Lunn Investment Management (CC&L)
267
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.53M -211,766 Closed
ACM
268
AlphaCrest Capital Management
New York
– -$901K -125,000 Closed
HF
269
HRT Financial
New York
– -$834K -115,749 Closed
JG
270
Jefferies Group
New York
– -$596K -82,700 Closed
BAM
271
Blueshift Asset Management
New Jersey
– -$465K -64,504 Closed
BCM
272
Bridgeway Capital Management
Texas
– -$412K -57,100 Closed
PCC
273
Park Circle Company
Maryland
– -$397K -55,000 Closed
DCM
274
Dupont Capital Management
Delaware
– -$286K -39,671 Closed
AG
275
Algert Global
California
– -$246K -34,131 Closed
8 9 10
11
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PBI Hedge Fund Activity: Q4 2021 in Review

262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2021, worth a combined $757M — down 8.6% from $828M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 35 closed out — a net gain of 1 holder — while 83 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21.6M. The largest seller was BlackRock, cutting an estimated $46.4M.

  • 262 institutional investors held Pitney Bowes (PBI) as of Q4 2021, down from 263 in Q3 2021.
  • Funds reported $757M of Pitney Bowes stock for Q4 2021, down 8.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q4 2021 and 35 closed out, a net change of +1 holder.
  • The largest Pitney Bowes buyer in Q4 2021 was Goldman Sachs, an estimated $21.6M added.
  • The largest Pitney Bowes seller in Q4 2021 was BlackRock, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2021.