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Pitney Bowes

276 hedge funds and large institutions have $757M invested in Pitney Bowes in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 91 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

50% more capital invested

Capital invested by funds: $504M → $757M (+$254M)

39% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $18.2M

18% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 77

17% more funds holding

Funds holding: 236276 (+40)

3.71% more ownership

Funds ownership: 55.46%59.17% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% 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
58
Increased
91
Reduced
77
Closed
17
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.19M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
251
Providence Capital Advisors
North Carolina
$2.91K
FA
252
Financial Avengers
California
$2.87K +$20 +3 +0.8%
UB
253
UMB Bank
Missouri
$2.86K +$1.5K +222 +124%
CIAS
254
CBIZ Investment Advisory Services
Ohio
$2.1K
NA
255
NewEdge Advisors
Louisiana
$1.68K
CPG
256
Cornerstone Planning Group
New Jersey
$1.46K +$7 +1 +0.5%
RIL
257
Rothschild Investment LLC
Illinois
$1.43K +$776 +115 +135%
MA
258
Montag & Associates
Georgia
$1.18K
PMAM
259
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.14K +169 New
PWMG
260
Private Wealth Management Group
New Jersey
$942
AF
261
Allworth Financial
California
$903 +$7 +1 +0.8%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$877
BTI
263
Blue Trust Inc
Georgia
$864 +$1.15K +170 New
DFA
264
DHJJ Financial Advisors
Illinois
$785
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$770
CFGS
266
Concourse Financial Group Securities
Alabama
$705
CA
267
CoreCap Advisors
Michigan
$684 +$647 +96 New
CPA
268
Capital Performance Advisors
California
$506 +$479 +71 New
SIS
269
Sound Income Strategies
Florida
$378
LFG
270
Larson Financial Group
Missouri
$257
PFBT
271
Parkside Financial Bank & Trust
Missouri
$250
FFA
272
Farther Finance Advisors
California
$235
MFG
273
Mendota Financial Group
Wisconsin
$107 +$101 +15 New
CAS
274
Coppell Advisory Solutions
Texas
$71
CA
275
Clearstead Advisors
Ohio
$34

PBI Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2024, worth a combined $757M — up 50% from $504M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBI positions and 17 closed out — a net gain of 41 holders — while 91 added to existing stakes and 77 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.74M. The largest seller was Capital Management, cutting an estimated $9.7M.

  • 276 institutional investors held Pitney Bowes (PBI) as of Q3 2024, up from 236 in Q2 2024.
  • Funds reported $757M of Pitney Bowes stock for Q3 2024, up 50% quarter-over-quarter.
  • 58 funds opened new Pitney Bowes positions in Q3 2024 and 17 closed out, a net change of +41 holders.
  • The largest Pitney Bowes buyer in Q3 2024 was Vanguard Group, an estimated $9.74M added.
  • The largest Pitney Bowes seller in Q3 2024 was Capital Management, an estimated $9.7M sold.

Based on aggregated 13F filings for Q3 2024.