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Pitney Bowes

269 hedge funds and large institutions have $410M invested in Pitney Bowes in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.83M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $262M → $410M (+$148M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 263269 (+6)

1.49% less ownership

Funds ownership: 65.12%63.63% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
73
Reduced
97
Closed
32
Calls
$10.3M
Puts
$2.83M
Net Calls
+$7.5M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
PSI Advisors
Florida
$1.9K
MWM
252
Mascoma Wealth Management
New Hampshire
$1.58K
PCA
253
Providence Capital Advisors
North Carolina
$1.55K
FA
254
Financial Avengers
California
$1.4K +$13 +4 +1%
GIA
255
Goodwin Investment Advisory
Georgia
$1.04K
ANBT
256
American National Bank & Trust
Texas
$1K
CSPIA
257
Cary Street Partners Investment Advisory
Virginia
$950 +$843 +250 New
MCC
258
Money Concepts Capital
Florida
$760 +$674 +200 New
MWM
259
MinichMacGregor Wealth Management
New York
$684 +$607 +180 New
MA
260
Montag & Associates
Georgia
$631
NA
261
NewEdge Advisors
Louisiana
$620 +$1.34K +399 New
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$410
CFGS
263
Concourse Financial Group Securities
Alabama
$376 +$334 +99 New
CA
264
CoreCap Advisors
Michigan
$365 +$324 +96 New
ECM
265
Everence Capital Management
Indiana
$145
CAS
266
Coppell Advisory Solutions
Texas
$38 +$34 +10 New
CASC
267
Coppell Advisory Solutions Corp
Texas
$38 +$34 +10 New
BCA
268
Boundary Creek Advisors
New York
-$4.34M -1,288,119 Closed
GCM
269
Graham Capital Management
Connecticut
-$579K -248,919 Closed
MCM
270
Moore Capital Management
New York
-$297K -127,400 Closed
EGM
271
Engineers Gate Manager
New York
-$222K -95,493 Closed
Balyasny Asset Management
272
Balyasny Asset Management
Illinois
-$221K -94,895 Closed
GCP
273
GSA Capital Partners
United Kingdom
-$200K -85,659 Closed
SSA
274
Schonfeld Strategic Advisors
New York
-$133K -56,718 Closed
EP
275
Edgestream Partners
New Jersey
-$101K -43,399 Closed

PBI Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2022, worth a combined $410M — up 56% from $262M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 32 closed out — a net gain of 8 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Clifford Capital Partners, adding an estimated $5.48M. The largest seller was Victory Capital Management, cutting an estimated $4.44M.

  • 269 institutional investors held Pitney Bowes (PBI) as of Q4 2022, up from 263 in Q3 2022.
  • Funds reported $410M of Pitney Bowes stock for Q4 2022, up 56% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q4 2022 and 32 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q4 2022 was Clifford Capital Partners, an estimated $5.48M added.
  • The largest Pitney Bowes seller in Q4 2022 was Victory Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.