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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
SAM
126
Shell Asset Management
Netherlands
$140K -$776 -224 -0.6%
RAG
127
RIA Advisory Group
Iowa
$134K
CMF
128
Counterpoint Mutual Funds
California
$129K +$25K +7,215 +25%
ECM
129
Everence Capital Management
Indiana
$127K
BWA
130
BDO Wealth Advisors
Florida
$126K +$1.5K +434 +1%
Wolverine Trading
131
Wolverine Trading
Illinois
$125K +$28.8K +8,298 +31%
CP
132
Camelot Portfolios
Ohio
$124K +$63.1K +18,207 +108%
Simplex Trading
133
Simplex Trading
Illinois
$122K +$120K +34,615 New
RJA
134
Raymond James & Associates
Florida
$114K +$1.38K +399 +1%
MOACM
135
Mutual of America Capital Management
New York
$113K -$4.93K -1,423 -4%
SOW
136
State of Wyoming
Wyoming
$109K -$42.4K -12,247 -28%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$106K
PFO
138
Pathstone Family Office
New Jersey
$101K -$4.42K -1,276 -4%
SPIA
139
Steward Partners Investment Advisory
New York
$99.4K +$13.9K +4,000 +17%
Amundi
140
Amundi
France
$98.9K -$6.14K -1,773 -6%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$97K +$48.5K +14,006 +107%
ProShare Advisors
142
ProShare Advisors
Maryland
$95.9K +$7.98K +2,304 +9%
SO
143
STRS Ohio
Ohio
$92K
PA
144
Prism Advisors
California
$87.7K
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$85.5K
IRC
146
Investors Research Corp
Georgia
$84.3K
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
$78K +$8.52K +2,460 +12%
SIM
148
Spark Investment Management
New York
$74.3K
AWA
149
Aaron Wealth Advisors
Illinois
$70.8K
Corient Private Wealth
150
Corient Private Wealth
Florida
$70.6K -$14.7K -4,235 -18%

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.