Pitney Bowes
248 hedge funds and large institutions have $1B invested in Pitney Bowes in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 36 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 67
8% more capital invested
Capital invested by funds: $931M → $1B (+$72.6M)
0.14% more ownership
Funds ownership: 65.49% → 65.63% (+0.14%)
0% less funds holding
Funds holding: 249 → 248 (-1)
3% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 36
5% less call options, than puts
Call options by funds: $22.6M | Put options by funds: $23.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Soviero Asset Management
New York
|
+$22.5M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$6.6M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$6.01M |
| 4 |
CM
Capital Management
Glen Allen,
Virginia
|
+$5.57M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$5.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$16.9M |
| 2 |
SM
Senvest Management
New York
|
-$10.9M |
| 3 |
FM
Freemont Management
Vaud,
Switzerland
|
-$9.06M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.45M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$4.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Parallax Volatility Advisers
San Francisco,
California
| – | -$25.1K | -3,012 | Closed |
|
|
LSA
277
Leonteq Securities AG
Zurich,
Switzerland
| – | -$24.7K | -3,000 | Closed |
|
278
Jones Financial Companies
Des Peres,
Missouri
| – | -$4K | -518 | Closed |
|
|
MWM
279
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$3K | -415 | Closed |
|
|
AIC
280
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$2.44K | -296 | Closed |
|
281
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -142 | Closed |
|
|
PMFA
282
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1K | -100 | Closed |
|
|
SCA
283
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | +$417 | +50 | +100% |
|
PBI Hedge Fund Activity: Q2 2021 in Review
248 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2021, worth a combined $1B — up 7.8% from $931M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of PBI and 35 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 77 added.
The largest buyer was Soviero Asset Management, opening a new position worth an estimated $22.5M. The largest seller was BlackRock, cutting an estimated $16.9M.
- 248 institutional investors held Pitney Bowes (PBI) as of Q2 2021, down from 249 in Q1 2021.
- Funds reported $1B of Pitney Bowes stock for Q2 2021, up 7.8% quarter-over-quarter.
- 35 funds opened new Pitney Bowes positions in Q2 2021 and 36 closed out, a net change of -1 holder.
- The largest Pitney Bowes buyer in Q2 2021 was Soviero Asset Management, an estimated $22.5M added.
- The largest Pitney Bowes seller in Q2 2021 was BlackRock, an estimated $16.9M sold.
Based on aggregated 13F filings for Q2 2021.