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Pitney Bowes

236 hedge funds and large institutions have $504M invested in Pitney Bowes in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $4.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $433M → $504M (+$70.6M)

1.19% less ownership

Funds ownership: 56.65%55.46% (-1.2%)

4% less funds holding

Funds holding: 247236 (-11)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
236
Holders Change
-11
Holders Change %
-4.45%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
86
Reduced
72
Closed
33
Calls
$11.9M
Puts
$4.38M
Net Calls
+$7.51M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Prism Advisors
California
$100K -$23.9K -5,000 -20%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$98.5K +$7.13K +1,494 +8%
AQR Capital Management
153
AQR Capital Management
Connecticut
$97K +$91.2K +19,095 New
RJFSA
154
Raymond James Financial Services Advisors
Florida
$94.9K +$8.43K +1,766 +10%
RJA
155
Raymond James & Associates
Florida
$91.4K -$42.3K -8,852 -33%
FCBT
156
First Citizens Bank & Trust
North Carolina
$89.5K +$4.23K +886 +5%
VF
157
Virtu Financial
New York
$88K +$82.4K +17,262 New
AIP
158
Ameritas Investment Partners
Nebraska
$88K
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$87.9K
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$84.6K +$77.2K +16,174 +3,412%
Royal Bank of Canada
161
Royal Bank of Canada
Ontario, Canada
$83K +$43.3K +9,065 +124%
YIH
162
Y-Intercept (HK)
Hong Kong
$80.5K +$75.7K +15,849 New
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$79.2K +$1.23K +258 +2%
Franklin Resources
164
Franklin Resources
California
$78.1K +$559 +117 +0.8%
CGH
165
Crossmark Global Holdings
Texas
$78K -$774 -162 -1%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$77.2K +$9.81K +2,054 +16%
Mariner
167
Mariner
Kansas
$76.8K +$10.3K +2,159 +17%
MHC
168
Meyer Handelman Company
New York
$76.2K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$75.5K +$4.3K +900 +7%
NP
170
NorthRock Partners
Minnesota
$74.2K +$3.46K +724 +5%
WHCFA
171
William Howard & Co Financial Advisors
Tennessee
$63K +$2.65K +556 +5%
PD
172
Point72 (DIFC)
United Arab Emirates
$57.9K +$37.3K +7,819 +218%
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$57.6K
DC
174
Diametric Capital
Massachusetts
$57.3K +$53.8K +11,277 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$56.8K -$89.9K -18,830 -63%

PBI Hedge Fund Activity: Q2 2024 in Review

236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2024, worth a combined $504M — up 16% from $433M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBI and 27 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 86 added.

The largest buyer was Goldman Sachs, adding an estimated $5.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.77M.

  • 236 institutional investors held Pitney Bowes (PBI) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $504M of Pitney Bowes stock for Q2 2024, up 16% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q2 2024 was Goldman Sachs, an estimated $5.1M added.
  • The largest Pitney Bowes seller in Q2 2024 was Dimensional Fund Advisors, an estimated $5.77M sold.

Based on aggregated 13F filings for Q2 2024.