We are live on ! Find out more
PBI icon

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
HighTower Advisors
101
HighTower Advisors
Illinois
$280K +$32.4K +8,355 +15%
OQS
102
Occudo Quantitative Strategies
Florida
$279K +$246K +63,425 New
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$269K +$2.04K +525 +0.9%
SG Americas Securities
104
SG Americas Securities
New York
$262K +$231K +59,525 New
CCA
105
Cruiser Capital Advisors
Connecticut
$252K +$116K +30,000 +110%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$252K +$10.6K +2,735 +5%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$248K – – –
SOW
108
State of Wyoming
Wyoming
$248K +$101K +25,937 +85%
CAN
109
Cetera Advisor Networks
California
$242K -$12.3K -3,176 -5%
QC
110
Quadrature Capital
United Kingdom
$240K +$211K +54,494 New
TRSOTSOK
111
Teachers Retirement System of the State of Kentucky
Kentucky
$239K – – –
Arrowstreet Capital
112
Arrowstreet Capital
Massachusetts
$230K +$203K +52,373 New
SO
113
STRS Ohio
Ohio
$228K – – –
TA
114
Teton Advisors
New York
$220K – – –
CCA
115
Catalyst Capital Advisors
New York
$207K – – –
SCA
116
SMH Capital Advisors
Texas
$207K – – –
SPC
117
Sigma Planning Corp
Michigan
$203K -$187K -48,303 -51%
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$197K -$2.71K -700 -2%
ASRS
119
Arizona State Retirement System
Arizona
$195K -$2.79K -720 -2%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$193K +$76.7K +19,792 +82%
SPIA
121
Steward Partners Investment Advisory
New York
$192K +$38.8K +10,000 +30%
AWS
122
Atria Wealth Solutions
New York
$190K +$5.82K +1,500 +4%
MVP
123
Miller Value Partners
Florida
$188K – – –
LPL Financial
124
LPL Financial
California
$186K +$39.4K +10,161 +32%
BHCM
125
Boulder Hill Capital Management
New York
$185K +$163K +42,000 New
3 4
5
6 7

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.