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Pitney Bowes
PBI

284 hedge funds and large institutions have $910M invested in Pitney Bowes in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $17.4M

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $757M → $910M (+$152M)

9.97% more ownership

Funds ownership: 59.17% → 69.14% (+10%)

3% more funds holding

Funds holding: 276 → 284 (+8)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
284
Holders Change
+8
Holders Change %
+2.9%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
99
Reduced
91
Closed
27
Calls
$25.8M
Puts
$17.4M
Net Calls
+$8.36M
Net Calls Change
+$1.17M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.66M
2
First Trust Advisors
First Trust Advisors
Illinois
+$6.41M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.27M
4
UBS Group
UBS Group
Switzerland
+$5.7M
5
Millennium Management
Millennium Management
New York
+$4.79M

Top Sellers

1
CSS
Cubist Systematic Strategies
Connecticut
-$7.23M
2
CCP
Clifford Capital Partners
Utah
-$5.87M
3
Charles Schwab
Charles Schwab
California
-$4.27M
4
Group One Trading
Group One Trading
Illinois
-$3.75M
5
PC
Permit Capital
Pennsylvania
-$3.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
251
Global Retirement Partners
California
$4.61K -$4.01K -540 -46%
HIA
252
Harbor Investment Advisory
Maryland
$4.29K – – –
CSC
253
Caldwell Sutter Capital
California
$3.62K – – –
MWM
254
Mascoma Wealth Management
New Hampshire
$3K – – –
CA
255
Centerpoint Advisors
Massachusetts
$3K – – –
AF
256
Advisornet Financial
Minnesota
$2.98K – – –
FA
257
Financial Avengers
California
$2.93K +$22 +3 +0.7%
CIAS
258
CBIZ Investment Advisory Services
Ohio
$2.86K +$743 +100 +34%
CWM
259
Crowley Wealth Management
Delaware
$2.17K +$2.23K +300 New
UB
260
UMB Bank
Missouri
$2.07K -$855 -115 -29%
CPG
261
Cornerstone Planning Group
New Jersey
$1.87K +$15 +2 +1%
NA
262
NewEdge Advisors
Louisiana
$1.71K – – –
PLU
263
Performa Ltd (US)
South Carolina
$1.58K -$483 -65 -76%
RIL
264
Rothschild Investment LLC
Illinois
$1.56K +$111 +15 +8%
Walleye Capital
265
Walleye Capital
New York
$1.4K -$374K -50,268 -100%
GBT
266
Grove Bank & Trust
Florida
$1.23K +$1.26K +170 New
MA
267
Montag & Associates
Georgia
$1.2K – – –
RS
268
R Squared
Hong Kong
$1.16K +$1.19K +160 New
PMAM
269
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
C
270
Covestor
United Kingdom
$1K +$111 +15 +21%
PWMG
271
Private Wealth Management Group
New Jersey
$956 – – –
AF
272
Allworth Financial
California
$933 – – –
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$891 – – –
DFA
274
DHJJ Financial Advisors
Illinois
$797 – – –
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$782 – – –
9 10
11
12 13

PBI Hedge Fund Activity: Q4 2024 in Review

284 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2024, worth a combined $910M — up 20% from $757M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PBI positions and 27 closed out — a net gain of 11 holders — while 99 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.66M. The largest seller was Cubist Systematic Strategies, exiting entirely with an estimated $7.23M sold.

  • 284 institutional investors held Pitney Bowes (PBI) as of Q4 2024, up from 276 in Q3 2024.
  • Funds reported $910M of Pitney Bowes stock for Q4 2024, up 20% quarter-over-quarter.
  • 38 funds opened new Pitney Bowes positions in Q4 2024 and 27 closed out, a net change of +11 holders.
  • The largest Pitney Bowes buyer in Q4 2024 was Vanguard Group, an estimated $9.66M added.
  • The largest Pitney Bowes seller in Q4 2024 was Cubist Systematic Strategies, an estimated $7.23M sold.

Based on aggregated 13F filings for Q4 2024.