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Pitney Bowes

235 hedge funds and large institutions have $385M invested in Pitney Bowes in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.25% less ownership

Funds ownership: 62.22%61.97% (-0.25%)

9% less capital invested

Capital invested by funds: $424M → $385M (-$38.6M)

10% less funds holding

Funds holding: 261235 (-26)

23% less call options, than puts

Call options by funds: $3.61M | Put options by funds: $4.69M

60% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 42

Holders
235
Holders Change
-26
Holders Change %
-9.96%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
75
Reduced
68
Closed
42
Calls
$3.61M
Puts
$4.69M
Net Calls
-$1.08M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
TCMG
101
TSP Capital Management Group
New Jersey
$245K +$347 +100 +0.1%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$239K -$13.8K -3,990 -6%
CCA
103
Cruiser Capital Advisors
Connecticut
$233K -$31.4K -9,047 -12%
MSRPS
104
Maryland State Retirement & Pension System
Maryland
$231K
Bank of America
105
Bank of America
North Carolina
$225K -$371K -107,041 -63%
SSA
106
Schonfeld Strategic Advisors
New York
$221K +$217K +62,500 New
Russell Investments Group
107
Russell Investments Group
United Kingdom
$221K +$2.34K +674 +1%
Squarepoint
108
Squarepoint
New York
$216K +$211K +61,007 New
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$215K -$95.3K -27,492 -31%
Stifel Financial
110
Stifel Financial
Missouri
$203K -$27.6K -7,955 -12%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$195K
Victory Capital Management
112
Victory Capital Management
Texas
$193K -$7.8K -2,250 -4%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$192K +$9.85K +2,841 +6%
CCB
114
Cutter & Co Brokerage
Missouri
$190K -$3.46K -1,000 -2%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$184K +$60.9K +17,565 +51%
CAN
116
Cetera Advisor Networks
California
$184K +$23.7K +6,851 +15%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$181K -$4.16K -1,200 -2%
TA
118
Teton Advisors
New York
$177K
HighTower Advisors
119
HighTower Advisors
Illinois
$169K +$67.8K +19,552 +69%
SCA
120
SMH Capital Advisors
Texas
$167K
CCA
121
Catalyst Capital Advisors
New York
$167K
ASRS
122
Arizona State Retirement System
Arizona
$166K -$12.6K -3,637 -7%
IIM
123
Ironwood Investment Management
Massachusetts
$158K
GS
124
GTS Securities
New York
$150K +$147K +42,427 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$145K -$18.2K -5,248 -11%

PBI Hedge Fund Activity: Q2 2023 in Review

235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2023, worth a combined $385M — down 9.1% from $424M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of PBI and 17 opened new positions — a net loss of 25 holders — while 68 trimmed existing stakes and 75 added.

The largest buyer was Assenagon Asset Management, adding an estimated $4.36M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.03M sold.

  • 235 institutional investors held Pitney Bowes (PBI) as of Q2 2023, down from 261 in Q1 2023.
  • Funds reported $385M of Pitney Bowes stock for Q2 2023, down 9.1% quarter-over-quarter.
  • 17 funds opened new Pitney Bowes positions in Q2 2023 and 42 closed out, a net change of -25 holders.
  • The largest Pitney Bowes buyer in Q2 2023 was Assenagon Asset Management, an estimated $4.36M added.
  • The largest Pitney Bowes seller in Q2 2023 was Arrowstreet Capital, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2023.