Pitney Bowes
PBI
236 hedge funds and large institutions have $504M invested in Pitney Bowes in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.
172% more call options, than puts
Call options by funds: $11.9M | Put options by funds: $4.38M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
19% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 72
16% more capital invested
Capital invested by funds: $433M → $504M (+$70.6M)
1.19% less ownership
Funds ownership: 56.65% → 55.46% (-1.2%)
4% less funds holding
Funds holding: 247 → 236 (-11)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$5.1M |
| 2 |
Lazard Asset Management
New York
|
+$4.52M |
| 3 |
CM
Capital Management
Glen Allen,
Virginia
|
+$3.74M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$2.4M |
| 5 |
Jane Street
New York
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.77M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$3M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$2.82M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.47M |
| 5 |
CCP
Clifford Capital Partners
Alpine,
Utah
|
-$2.13M |
PBI Hedge Fund Activity: Q2 2024 in Review
236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2024, worth a combined $504M — up 16% from $433M a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of PBI and 27 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 86 added.
The largest buyer was Goldman Sachs, adding an estimated $5.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.77M.
- 236 institutional investors held Pitney Bowes (PBI) as of Q2 2024, down from 247 in Q1 2024.
- Funds reported $504M of Pitney Bowes stock for Q2 2024, up 16% quarter-over-quarter.
- 27 funds opened new Pitney Bowes positions in Q2 2024 and 33 closed out, a net change of -6 holders.
- The largest Pitney Bowes buyer in Q2 2024 was Goldman Sachs, an estimated $5.1M added.
- The largest Pitney Bowes seller in Q2 2024 was Dimensional Fund Advisors, an estimated $5.77M sold.
Based on aggregated 13F filings for Q2 2024.