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Pitney Bowes
PBI

Overview Fund Activity

223 hedge funds and large institutions have $315M invested in Pitney Bowes in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 61 increasing their positions, 78 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-12
Holders Change %
-5.11%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
61
Reduced
78
Closed
30
Calls
$1.56M
Puts
$4.36M
Net Calls
-$2.8M
Net Calls Change
-$1.72M

Top Buyers

1
CCP
1
Clifford Capital Partners
Utah
$13.4M
2
Northern Trust
2
Northern Trust
Illinois
$12.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.2M
4
WCM
4
Whitefort Capital Management
New York
$1.13M
5
Millennium Management
5
Millennium Management
New York
$1.25M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$0
2
MCM
2
Masters Capital Management
Georgia
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$7.64M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.98M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
151
CIBC Asset Management
Ontario, Canada
$46.3K -$5.34K -1,768 -10%
CP
152
Camelot Portfolios
Ohio
$45.3K -$60.4K -20,000 -57%
MHC
153
Meyer Handelman Company
New York
$45.3K – – –
WA
154
Wealth Alliance
New York
$45.3K – – –
SRG
155
SBB Research Group
Illinois
$45.3K – – –
Franklin Resources
156
Franklin Resources
California
$45.3K +$7.79K +2,579 +21%
GC
157
Guggenheim Capital
Illinois
$43.5K -$4.09K -1,355 -9%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$42.8K – – –
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$40.8K -$6.41K -1,885 -14%
Mariner
160
Mariner
Kansas
$40.1K -$8.07K -2,673 -17%
FCBT
161
First Citizens Bank & Trust
North Carolina
$40.1K -$2.78K -920 -6%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$39K -$97 -32 -0.2%
NAS
163
Nicolet Advisory Services
Wisconsin
$38.6K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$38K +$760 +253 +2%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$37K -$4.67K -1,558 -11%
API
166
Advisor Partners II
California
$36.6K -$1.66K -550 -4%
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$35.3K -$3.95K -1,308 -10%
CP
168
CenterBook Partners
Connecticut
$32.9K +$32.9K +10,890 New
SC
169
Syon Capital
California
$32.1K +$32.1K +10,630 New
TRCT
170
Tower Research Capital (TRC)
New York
$31.9K +$15.6K +5,150 +95%
RIA
171
Regal Investment Advisors
Michigan
$31.7K – – –
EAM
172
Evanson Asset Management
California
$31.5K +$544 +180 +2%
X
173
Xponance
Pennsylvania
$31.1K – – –
SRC
174
Sage Rhino Capital
California
$30.6K -$142 -47 -0.5%
GF
175
Gabelli Funds
New York
$30.2K – – –
5 6
7
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