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Pitney Bowes

269 hedge funds and large institutions have $410M invested in Pitney Bowes in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.83M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $262M → $410M (+$148M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 263269 (+6)

1.49% less ownership

Funds ownership: 65.12%63.63% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
73
Reduced
97
Closed
32
Calls
$10.3M
Puts
$2.83M
Net Calls
+$7.5M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$836K +$8.04K +2,385 +1%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$836K +$318K +94,424 +75%
Osaic Holdings
53
Osaic Holdings
Arizona
$821K -$101K -29,980 -12%
CS
54
Credit Suisse
Switzerland
$784K +$238K +70,474 +52%
CCM
55
Contrarian Capital Management
Connecticut
$779K +$37.1K +11,000 +6%
NIMC
56
Nierenberg Investment Management Company
Washington
$697K +$618K +183,310 New
UBS Group
57
UBS Group
Switzerland
$663K +$377K +111,907 +179%
COPPSERS
58
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$658K +$87.1K +25,854 +18%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$631K -$3.94K -1,168 -0.7%
Prudential Financial
60
Prudential Financial
New Jersey
$620K -$4.04K -1,200 -0.7%
Bank of America
61
Bank of America
North Carolina
$602K -$40.2K -11,926 -7%
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$583K +$98.6K +29,262 +24%
SEI Investments
63
SEI Investments
Pennsylvania
$581K -$42.2K -12,519 -8%
Millennium Management
64
Millennium Management
New York
$578K -$542K -160,658 -51%
Walleye Trading
65
Walleye Trading
New York
$544K +$292K +86,570 +153%
SCA
66
Snowden Capital Advisors
New York
$538K +$219K +64,964 +85%
EMG
67
ETF Managers Group
New Jersey
$534K +$22K +6,533 +5%
QOP
68
Quinn Opportunity Partners
Virginia
$525K
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$517K +$89.9K +26,667 +24%
WE
70
Wealth Effects
Massachusetts
$516K +$31.9K +9,479 +7%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$507K +$47.3K +14,032 +12%
GT
72
Glenmede Trust
Pennsylvania
$491K +$2.34K +694 +0.5%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$486K +$76.5K +22,711 +22%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$483K
HSA
75
Hussman Strategic Advisors
Maryland
$471K

PBI Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2022, worth a combined $410M — up 56% from $262M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 32 closed out — a net gain of 8 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Clifford Capital Partners, adding an estimated $5.48M. The largest seller was Victory Capital Management, cutting an estimated $4.44M.

  • 269 institutional investors held Pitney Bowes (PBI) as of Q4 2022, up from 263 in Q3 2022.
  • Funds reported $410M of Pitney Bowes stock for Q4 2022, up 56% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q4 2022 and 32 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q4 2022 was Clifford Capital Partners, an estimated $5.48M added.
  • The largest Pitney Bowes seller in Q4 2022 was Victory Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.