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Pitney Bowes
PBI

238 hedge funds and large institutions have $466M invested in Pitney Bowes in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more capital invested

Capital invested by funds: $315M → $466M (+$151M)

7% more funds holding

Funds holding: 223 → 238 (+15)

0.77% more ownership

Funds ownership: 59.28% → 60.05% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

11% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 74

58% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $5.97M

Holders
238
Holders Change
+15
Holders Change %
+6.73%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
35
Increased
66
Reduced
74
Closed
16
Calls
$2.53M
Puts
$5.97M
Net Calls
-$3.44M
Net Calls Change
-$640K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.14M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.2M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.36M
4
Goldman Sachs
Goldman Sachs
New York
+$1.09M
5
JP Morgan Chase
JP Morgan Chase
New York
+$928K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.38M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.96M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.41M
4
CM
Capital Management
Virginia
-$1.28M
5
GCP
GSA Capital Partners
United Kingdom
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
$2.22M – – –
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$2.17M -$79.3K -20,441 -4%
Ameriprise
28
Ameriprise
Minnesota
$2.03M -$124K -31,987 -6%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.98M +$74.8K +19,294 +4%
Group One Trading
30
Group One Trading
Illinois
$1.96M +$35K +9,037 +2%
SPIS
31
Steward Partners Investment Solutions
Oregon
$1.87M +$1.65M +424,797 New
Osaic Holdings
32
Osaic Holdings
Arizona
$1.84M -$114K -29,356 -7%
Parallax Volatility Advisers
33
Parallax Volatility Advisers
California
$1.76M -$35 -9 -0%
WCM
34
Whitefort Capital Management
New York
$1.64M – – –
Two Sigma Investments
35
Two Sigma Investments
New York
$1.51M +$784K +202,298 +143%
Citadel Advisors
36
Citadel Advisors
Florida
$1.51M +$242K +62,309 +22%
Norges Bank
37
Norges Bank
Norway
$1.46M – – –
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.4M +$500K +129,065 +68%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.4M +$698K +180,010 +131%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.37M -$137K -35,300 -10%
Millennium Management
41
Millennium Management
New York
$1.27M -$479K -123,561 -30%
Barclays
42
Barclays
United Kingdom
$1.23M +$477K +123,031 +79%
SAI
43
Systematic Alpha Investments
New Jersey
$1.21M – – –
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$1.08M – – –
CCM
45
Contrarian Capital Management
Connecticut
$1.08M +$19.4K +5,000 +2%
Bank of America
46
Bank of America
North Carolina
$1.02M +$375K +96,591 +72%
BCIM
47
Black Creek Investment Management
Ontario, Canada
$1M -$318K -82,000 -26%
Canada Life
48
Canada Life
Manitoba, Canada
$970K -$53.2K -13,712 -6%
UBS AM
49
UBS AM
Illinois
$960K -$2.15K -554 -0.3%
CS
50
Credit Suisse
Switzerland
$945K +$40.4K +10,412 +5%
1
2
3 4 5

PBI Hedge Fund Activity: Q4 2023 in Review

238 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2023, worth a combined $466M — up 48% from $315M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PBI positions and 16 closed out — a net gain of 19 holders — while 66 added to existing stakes and 74 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.14M. The largest seller was Invesco, cutting an estimated $2.38M.

  • 238 institutional investors held Pitney Bowes (PBI) as of Q4 2023, up from 223 in Q3 2023.
  • Funds reported $466M of Pitney Bowes stock for Q4 2023, up 48% quarter-over-quarter.
  • 35 funds opened new Pitney Bowes positions in Q4 2023 and 16 closed out, a net change of +19 holders.
  • The largest Pitney Bowes buyer in Q4 2023 was Morgan Stanley, an estimated $8.14M added.
  • The largest Pitney Bowes seller in Q4 2023 was Invesco, an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2023.