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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
BC
101
Barnett & Company
Tennessee
$640K -$152K -21,500 -18%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$631K
Wellington Management Group
103
Wellington Management Group
Massachusetts
$608K +$83.5K +11,786 +15%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$600K +$1.26K +178 +0.2%
ECM
105
Everence Capital Management
Indiana
$595K +$195K +27,530 +44%
VF
106
Virtu Financial
New York
$595K +$636K +89,719 New
SLA
107
Silver Lake Advisory
Utah
$594K -$101K -14,269 -14%
NSEDCP
108
NJ State Employees Deferred Compensation Plan
New Jersey
$583K
AB
109
Amalgamated Bank
New York
$582K -$9.85K -1,389 -2%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$574K +$419K +59,105 +215%
CP
111
Camelot Portfolios
Ohio
$569K +$285K +40,228 +88%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$541K -$21.7K -3,058 -4%
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$531K +$2.83K +400 +0.5%
SACTSONJ
114
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$530K
CCB
115
Cutter & Co Brokerage
Missouri
$522K +$1.42K +200 +0.3%
Allspring Global Investments
116
Allspring Global Investments
North Carolina
$495K +$530K +74,751 New
SPC
117
Sigma Planning Corp
Michigan
$491K +$46.1K +6,505 +10%
LPL Financial
118
LPL Financial
California
$490K +$7.13K +1,006 +1%
Simplex Trading
119
Simplex Trading
Illinois
$482K +$104K +14,603 +25%
PL
120
Pluribus Labs
California
$482K +$515K +72,703 New
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$475K
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$447K -$461K -65,030 -49%
MSRPS
123
Maryland State Retirement & Pension System
Maryland
$437K +$6.49K +916 +1%
Franklin Resources
124
Franklin Resources
California
$426K -$1.07K -151 -0.2%
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$422K -$50.7K -7,150 -10%

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.