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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
CGH
151
Crossmark Global Holdings
Texas
$63K
PAMS
152
Pictet Asset Management (Switzerland)
Switzerland
$61.3K
CIBC Asset Management
153
CIBC Asset Management
Ontario, Canada
$60.6K
NJBEST
154
New Jersey Better Educational Savings Trust
New Jersey
$57.3K
Mariner
155
Mariner
Kansas
$56.5K -$11.2K -3,230 -17%
GC
156
Guggenheim Capital
Illinois
$55.8K -$16.3K -4,716 -23%
LCS
157
Levin Capital Strategies
New York
$54.7K +$53.5K +15,446 New
MHC
158
Meyer Handelman Company
New York
$53.1K
SRG
159
SBB Research Group
Illinois
$53.1K
WA
160
Wealth Alliance
New York
$53.1K
AIP
161
Ameritas Investment Partners
Nebraska
$51.9K
AWS
162
Atria Wealth Solutions
New York
$51.8K -$44.8K -12,941 -47%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$51.4K -$25.5K -7,358 -35%
FCBT
164
First Citizens Bank & Trust
North Carolina
$50.2K -$14.1K -4,072 -22%
GCC
165
Guardian Capital (Canada)
Ontario, Canada
$49.5K +$48.4K +13,975 New
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$49K +$35 +10 +0.1%
CCM
167
Coldstream Capital Management
Washington
$48.8K -$4.42K -1,276 -8%
NRD
168
Nebula Research & Development
New York
$46.2K +$45.2K +13,054 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$46K -$29.1K -8,391 -39%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$46K +$811 +234 +2%
VF
171
Virtu Financial
New York
$45K +$44.3K +12,772 New
API
172
Advisor Partners II
California
$44.9K -$17K -4,898 -28%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$44K +$36.6K +10,554 +573%
Franklin Resources
174
Franklin Resources
California
$44K +$7.1K +2,049 +20%
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$43.7K +$14.8K +4,276 +53%

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.