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Pitney Bowes

247 hedge funds and large institutions have $433M invested in Pitney Bowes in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $7.28M | Put options by funds: $3.39M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

4% more funds holding

Funds holding: 238247 (+9)

3.4% less ownership

Funds ownership: 60.05%56.65% (-3.4%)

7% less capital invested

Capital invested by funds: $466M → $433M (-$32.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 92

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
37
Increased
57
Reduced
92
Closed
26
Calls
$7.28M
Puts
$3.39M
Net Calls
+$3.89M
Net Calls Change
+$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
151
Spark Investment Management
New York
$90.9K
ACM
152
Aquatic Capital Management
Illinois
$78.8K +$75.1K +18,200 New
PAS
153
Point72 Asia (Singapore)
Singapore
$78.6K +$41.7K +10,106 +126%
Wolverine Trading
154
Wolverine Trading
Illinois
$77.9K -$55.5K -13,456 -43%
TSS
155
Two Sigma Securities
New York
$77.8K +$16.5K +3,996 +29%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$77.5K -$26.2K -6,360 -26%
Corient Private Wealth
157
Corient Private Wealth
Florida
$76.9K -$577 -140 -0.8%
AIP
158
Ameritas Investment Partners
Nebraska
$75K
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$75K
RJFSA
160
Raymond James Financial Services Advisors
Florida
$73.2K +$69.7K +16,907 New
WP
161
WMS Partners
Maryland
$72.5K
FCBT
162
First Citizens Bank & Trust
North Carolina
$72.5K +$2.98K +723 +5%
NJBEST
163
New Jersey Better Educational Savings Trust
New Jersey
$70.1K
CGH
164
Crossmark Global Holdings
Texas
$67K -$330 -80 -0.5%
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$66.4K
Franklin Resources
166
Franklin Resources
California
$66.1K -$478 -116 -0.8%
MHC
167
Meyer Handelman Company
New York
$65K
WA
168
Wealth Alliance
New York
$65K
HCM
169
Highlander Capital Management
New Jersey
$64.8K
KAS
170
Kestra Advisory Services
Texas
$63.3K +$60.3K +14,621 New
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$61.1K +$3.3K +800 +6%
NP
172
NorthRock Partners
Minnesota
$60.1K -$22.4K -5,432 -28%
Cerity Partners
173
Cerity Partners
New York
$59.4K +$56.6K +13,713 New
VPIM
174
Vanguard Personalized Indexing Management
California
$57.3K +$54.6K +13,231 New
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$56.9K +$2.98K +723 +6%

PBI Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2024, worth a combined $433M — down 7% from $466M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PBI positions and 26 closed out — a net gain of 11 holders — while 57 added to existing stakes and 92 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $1.77M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 247 institutional investors held Pitney Bowes (PBI) as of Q1 2024, up from 238 in Q4 2023.
  • Funds reported $433M of Pitney Bowes stock for Q1 2024, down 7% quarter-over-quarter.
  • 37 funds opened new Pitney Bowes positions in Q1 2024 and 26 closed out, a net change of +11 holders.
  • The largest Pitney Bowes buyer in Q1 2024 was Two Sigma Advisers, an estimated $1.77M added.
  • The largest Pitney Bowes seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.