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Pitney Bowes

269 hedge funds and large institutions have $410M invested in Pitney Bowes in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.83M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $262M → $410M (+$148M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 263269 (+6)

1.49% less ownership

Funds ownership: 65.12%63.63% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
73
Reduced
97
Closed
32
Calls
$10.3M
Puts
$2.83M
Net Calls
+$7.5M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
151
ProShare Advisors
Maryland
$103K +$11.8K +3,508 +15%
SO
152
STRS Ohio
Ohio
$99K
HighTower Advisors
153
HighTower Advisors
Illinois
$99K +$330 +98 +0.4%
PA
154
Prism Advisors
California
$94.2K -$16.9K -5,000 -17%
SPIA
155
Steward Partners Investment Advisory
New York
$91.7K
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$91.7K +$18.2K +5,395 +29%
IRC
157
Investors Research Corp
Georgia
$91.6K
API
158
Advisor Partners II
California
$84.8K +$28.1K +8,349 +60%
Wolverine Trading
159
Wolverine Trading
Illinois
$84K -$59K -17,496 -44%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$81K -$18.7K -5,540 -21%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$80K -$31.1K -9,235 -30%
SIM
162
Spark Investment Management
New York
$79.8K
AWA
163
Aaron Wealth Advisors
Illinois
$76K
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$75.5K -$1.6K -476 -2%
BCM
165
Bayesian Capital Management
New York
$73.7K +$65.4K +19,400 New
FCBT
166
First Citizens Bank & Trust
North Carolina
$71K -$18.3K -5,416 -22%
LPL Financial
167
LPL Financial
California
$68.4K -$17K -5,038 -22%
PTP
168
Platform Technology Partners
New York
$67.8K +$3.44K +1,021 +6%
AIP
169
Ameritas Investment Partners
Nebraska
$66.9K
CP
170
Camelot Portfolios
Ohio
$66.6K -$164K -48,686 -74%
BCI
171
Brinker Capital Investments
Pennsylvania
$64.4K +$21.9K +6,492 +62%
GC
172
Guggenheim Capital
Illinois
$64.2K +$56.9K +16,892 New
Corient Private Wealth
173
Corient Private Wealth
Florida
$63.9K +$56.5K +16,761 New
CGH
174
Crossmark Global Holdings
Texas
$62K
NJBEST
175
New Jersey Better Educational Savings Trust
New Jersey
$61.6K

PBI Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2022, worth a combined $410M — up 56% from $262M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 32 closed out — a net gain of 8 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Clifford Capital Partners, adding an estimated $5.48M. The largest seller was Victory Capital Management, cutting an estimated $4.44M.

  • 269 institutional investors held Pitney Bowes (PBI) as of Q4 2022, up from 263 in Q3 2022.
  • Funds reported $410M of Pitney Bowes stock for Q4 2022, up 56% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q4 2022 and 32 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q4 2022 was Clifford Capital Partners, an estimated $5.48M added.
  • The largest Pitney Bowes seller in Q4 2022 was Victory Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.