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Pitney Bowes
PBI

Overview Fund Activity

274 hedge funds and large institutions have $755M invested in Pitney Bowes in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 91 increasing their positions, 77 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
+37
Holders Change %
+15.61%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
57
Increased
91
Reduced
77
Closed
19
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.19M
Net Calls Change
-$325K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$142M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.76M
3
Group One Trading
Group One Trading
Illinois
$7.32M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.7M
5
BlackRock
BlackRock
New York
$124M

Top Sellers

1
CM
Capital Management
Virginia
$19.4M
2
CCP
Clifford Capital Partners
Utah
$19.5M
3
Charles Schwab
Charles Schwab
California
$20.5M
4
Northern Trust
Northern Trust
Illinois
$18.6M
5
Marshall Wace
Marshall Wace
United Kingdom
$1.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
251
UMB Bank
Missouri
$2.86K +$1.58K +222 +124%
CIAS
252
CBIZ Investment Advisory Services
Ohio
$2.1K – – –
NA
253
NewEdge Advisors
Louisiana
$1.68K – – –
CPG
254
Cornerstone Planning Group
New Jersey
$1.46K +$7 +1 +0.5%
RIL
255
Rothschild Investment LLC
Illinois
$1.43K +$820 +115 +135%
MA
256
Montag & Associates
Georgia
$1.18K – – –
PMAM
257
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +169 New
PWMG
258
Private Wealth Management Group
New Jersey
$942 – – –
AF
259
Allworth Financial
California
$903 +$7 +1 +0.8%
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$877 – – –
BTI
261
Blue Trust Inc
Georgia
$864 +$864 +170 New
DFA
262
DHJJ Financial Advisors
Illinois
$785 – – –
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$770 – – –
CFGS
264
Concourse Financial Group Securities
Alabama
$705 – – –
CA
265
CoreCap Advisors
Michigan
$684 +$684 +96 New
CPA
266
Capital Performance Advisors
California
$506 +$506 +71 New
SIS
267
Sound Income Strategies
Florida
$378 – – –
LFG
268
Larson Financial Group
Missouri
$257 – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$250 – – –
FFA
270
Farther Finance Advisors
California
$235 – – –
MFG
271
Mendota Financial Group
Wisconsin
$107 +$107 +15 New
CAS
272
Coppell Advisory Solutions
Texas
$71 – – –
CA
273
Clearstead Advisors
Ohio
$34 – – –
WCM
274
Whitefort Capital Management
New York
– -$1.9M -373,500 Closed
Norges Bank
275
Norges Bank
Norway
– -$1.68M -331,000 Closed
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