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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
AR
251
Advisory Research
Illinois
-$142K -36,437 Closed
QC
252
Quadrature Capital
United Kingdom
-$107K -27,499 Closed
ECM
253
ExodusPoint Capital Management
New York
-$105K -27,073 Closed
CC
254
Centiva Capital
New York
-$88.1K -22,637 Closed
VIA
255
Vident Investment Advisory
Georgia
-$74K -19,018 Closed
KA
256
Kovack Advisors
Florida
-$64.7K -16,622 Closed
BCI
257
Brinker Capital Investments
Pennsylvania
-$52.4K -13,468 Closed
OPS
258
Orion Portfolio Solutions
Nebraska
-$52.4K -13,468 Closed
NIMC
259
Nierenberg Investment Management Company
Washington
-$51.8K -13,310 Closed
ACM
260
Acrisure Capital Management
Texas
-$51.6K -13,259 Closed
MCCA
261
Mill Creek Capital Advisors
Pennsylvania
-$48.8K -12,555 Closed
CSS
262
Cubist Systematic Strategies
Connecticut
-$45.9K -11,802 Closed
RB
263
Rodgers Brothers
Pennsylvania
-$39.9K -10,250 Closed
Cerity Partners
264
Cerity Partners
New York
-$39.6K -10,192 Closed
BAM
265
Belpointe Asset Management
Nevada
-$16.7K -4,300 Closed
CLOS
266
Compagnie Lombard Odier SCmA
Switzerland
-$12.1K -3,500 Closed
ASN
267
Advisory Services Network
Georgia
-$13.2K -3,396 Closed
CG
268
Cutler Group
California
-$8.1K -2,336 Closed
Lazard Asset Management
269
Lazard Asset Management
New York
-$4K -1,242 Closed
EI
270
Ellevest Inc
New York
-$4.26K -1,094 Closed
TWA
271
TCI Wealth Advisors
Arizona
-$3.9K -1,003 Closed
FCA
272
Fortis Capital Advisors
Kansas
-$3.89K -1,000 Closed
First Manhattan
273
First Manhattan
New York
-$3.5K -900 Closed
CB
274
Community Bank
New York
-$3.11K -800 Closed
SWM
275
Spire Wealth Management
Virginia
-$2.21K -569 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.