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Pitney Bowes
PBI

Overview Fund Activity

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
Holders
238
Holders Change
+15
Holders Change %
+6.73%
% of All Funds
3.49%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$7.65M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$4.14M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.44M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.33M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$9.37M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$644K
4
CM
4
Capital Management
Virginia
$18.5M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
151
Camelot Portfolios
Ohio
$88K +$22K +5,000 +33%
NP
152
NorthRock Partners
Minnesota
$85K +$85K +19,321 New
Corient Private Wealth
153
Corient Private Wealth
Florida
$78.7K -$2.68K -608 -3%
AIP
154
Ameritas Investment Partners
Nebraska
$76.2K – – –
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$76.2K – – –
WP
156
WMS Partners
Maryland
$73.7K – – –
NJBEST
157
New Jersey Better Educational Savings Trust
New Jersey
$71.3K – – –
FCBT
158
First Citizens Bank & Trust
North Carolina
$70.5K +$12.1K +2,753 +21%
CGH
159
Crossmark Global Holdings
Texas
$69K -$2.87K -650 -4%
LCS
160
Levin Capital Strategies
New York
$68K – – –
Franklin Resources
161
Franklin Resources
California
$67.7K +$1.69K +383 +3%
CIBC Asset Management
162
CIBC Asset Management
Ontario, Canada
$67.5K – – –
WA
163
Wealth Alliance
New York
$66K – – –
MHC
164
Meyer Handelman Company
New York
$66K – – –
HWA
165
Heritage Wealth Advisors
Virginia
$66K +$66K +15,000 New
HCM
166
Highlander Capital Management
New Jersey
$65.9K +$28.6K +6,500 +77%
TSS
167
Two Sigma Securities
New York
$61.5K +$61.5K +13,973 New
Mariner
168
Mariner
Kansas
$58.4K -$35 -8 -0.1%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$57.4K +$4.41K +1,000 +8%
Envestnet Portfolio Solutions
170
Envestnet Portfolio Solutions
Illinois
$54.6K +$54.6K +12,412 New
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.6K -$5.71K -1,297 -11%
PA
172
Profund Advisors
Maryland
$48.6K +$48.6K +11,040 New
NAS
173
Nicolet Advisory Services
Wisconsin
$47.2K – – –
EAM
174
Evanson Asset Management
California
$46.4K +$541 +123 +1%
RIA
175
Regal Investment Advisors
Michigan
$46.2K – – –
5 6
7
8 9