We are live on ! Find out more
PBI icon

Pitney Bowes

262 hedge funds and large institutions have $757M invested in Pitney Bowes in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

0% less funds holding

Funds holding: 263262 (-1)

0.39% less ownership

Funds ownership: 65.6%65.21% (-0.39%)

9% less capital invested

Capital invested by funds: $828M → $757M (-$71.2M)

40% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $13.6M

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
83
Reduced
83
Closed
35
Calls
$8.15M
Puts
$13.6M
Net Calls
-$5.42M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
276
CreativeOne Wealth
Kansas
-$221K -30,737 Closed
FRM
277
Fox Run Management
Connecticut
-$212K -29,416 Closed
Walleye Trading
278
Walleye Trading
New York
-$151K -21,326 Closed
KA
279
Kovack Advisors
Florida
-$153K -21,272 Closed
Acadian Asset Management
280
Acadian Asset Management
Massachusetts
-$133K -18,538 Closed
LP
281
LMR Partners
United Kingdom
-$132K -18,274 Closed
CCIA
282
Campbell & Co Investment Adviser
Maryland
-$98K -13,600 Closed
QIM
283
Quantitative Investment Management
Virginia
-$79K -11,014 Closed
RJFSA
284
Raymond James Financial Services Advisors
Florida
-$76K -10,586 Closed
QT
285
Quantamental Technologies
New York
-$75K -10,383 Closed
AIM
286
Aigen Investment Management
New York
-$75K -10,343 Closed
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
-$75K -10,337 Closed
MCM
288
McMillion Capital Management
North Carolina
-$75K -10,335 Closed
KAS
289
Kestra Advisory Services
Texas
-$74K -10,308 Closed
OSAM
290
O'Shaughnessy Asset Management
Connecticut
-$63K -8,785 Closed
TSW
291
Thompson Siegel & Walmsley
Virginia
-$54K -7,500 Closed
MC
292
Moors & Cabot
Massachusetts
-$36K -5,000 Closed
GWM
293
Geneos Wealth Management
Colorado
-$15K -2,117 Closed
JCM
294
Jacobi Capital Management
Pennsylvania
-$3K -384 Closed
CMA
295
Cedar Mountain Advisors
Oregon
-$2K -250 Closed
GRP
296
Global Retirement Partners
California
-$1K -110 Closed
WFS
297
Widmann Financial Services
Maryland
+$886 +125 New

PBI Hedge Fund Activity: Q4 2021 in Review

262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2021, worth a combined $757M — down 8.6% from $828M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 35 closed out — a net gain of 1 holder — while 83 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21.6M. The largest seller was BlackRock, cutting an estimated $46.4M.

  • 262 institutional investors held Pitney Bowes (PBI) as of Q4 2021, down from 263 in Q3 2021.
  • Funds reported $757M of Pitney Bowes stock for Q4 2021, down 8.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q4 2021 and 35 closed out, a net change of +1 holder.
  • The largest Pitney Bowes buyer in Q4 2021 was Goldman Sachs, an estimated $21.6M added.
  • The largest Pitney Bowes seller in Q4 2021 was BlackRock, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2021.