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Pitney Bowes
PBI

262 hedge funds and large institutions have $757M invested in Pitney Bowes in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

0% less funds holding

Funds holding: 263 → 262 (-1)

0.39% less ownership

Funds ownership: 65.6% → 65.21% (-0.39%)

9% less capital invested

Capital invested by funds: $828M → $757M (-$71.2M)

40% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $13.6M

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
83
Reduced
83
Closed
35
Calls
$8.15M
Puts
$13.6M
Net Calls
-$5.42M
Net Calls Change
-$3.7M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$21.6M
2
Millennium Management
Millennium Management
New York
+$18.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.68M
4
Renaissance Technologies
Renaissance Technologies
New York
+$6.59M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$46.4M
2
SAM
Soviero Asset Management
New York
-$7.57M
3
Two Sigma Investments
Two Sigma Investments
New York
-$6.33M
4
FCM
Frontier Capital Management
Massachusetts
-$4.69M
5
First Trust Advisors
First Trust Advisors
Illinois
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Asset Management
176
CIBC Asset Management
Ontario, Canada
$131K -$6.85K -966 -5%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$125K +$326 +46 +0.2%
PA
178
Profund Advisors
Maryland
$125K +$5.76K +813 +5%
AQR Capital Management
179
AQR Capital Management
Connecticut
$118K -$488K -68,910 -79%
Wolverine Trading
180
Wolverine Trading
Illinois
$114K -$92.8K -13,092 -43%
ET
181
Equitable Trust
Tennessee
$114K +$28K +3,950 +30%
CGH
182
Crossmark Global Holdings
Texas
$113K -$14.3K -2,020 -11%
MWM
183
Modera Wealth Management
New Jersey
$112K +$213 +30 +0.2%
PFO
184
Pathstone Family Office
New Jersey
$110K – – –
SOW
185
State of Wyoming
Wyoming
$109K +$117K +16,486 New
NJBEST
186
New Jersey Better Educational Savings Trust
New Jersey
$107K – – –
FPS
187
Fieldpoint Private Securities
Connecticut
$107K +$114K +16,075 +321,500%
DU
188
Delphia (USA)
Ontario, Canada
$100K +$107K +15,042 New
SRG
189
SBB Research Group
Illinois
$99K +$106K +15,000 New
AIP
190
Ameritas Investment Partners
Nebraska
$97K – – –
AT
191
American Trust
Kentucky
$94K +$100K +14,137 New
PAMS
192
Pictet Asset Management (Switzerland)
Switzerland
$92K – – –
UB
193
UMB Bank
Missouri
$91K +$97.8K +13,802 New
RB
194
Rodgers Brothers
Pennsylvania
$83K – – –
Kayne Anderson Rudnick Investment Management
195
Kayne Anderson Rudnick Investment Management
California
$80K -$35.4K -5,000 -29%
LNC
196
Lincoln National Corp
Pennsylvania
$80K +$85 +12 +0.1%
CHA
197
Cooper/Haims Advisors
New York
$78K +$113 +16 +0.1%
OR
198
Olympiad Research
Connecticut
$74K +$79.6K +11,231 New
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$73K – – –
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$72K -$3.6K -508 -4%
6 7
8
9 10

PBI Hedge Fund Activity: Q4 2021 in Review

262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2021, worth a combined $757M — down 8.6% from $828M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 35 closed out — a net gain of 1 holder — while 83 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21.6M. The largest seller was BlackRock, cutting an estimated $46.4M.

  • 262 institutional investors held Pitney Bowes (PBI) as of Q4 2021, down from 263 in Q3 2021.
  • Funds reported $757M of Pitney Bowes stock for Q4 2021, down 8.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q4 2021 and 35 closed out, a net change of +1 holder.
  • The largest Pitney Bowes buyer in Q4 2021 was Goldman Sachs, an estimated $21.6M added.
  • The largest Pitney Bowes seller in Q4 2021 was BlackRock, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2021.