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Pitney Bowes

263 hedge funds and large institutions have $262M invested in Pitney Bowes in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $6.21M | Put options by funds: $2.73M

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 66.91%65.12% (-1.8%)

3% less funds holding

Funds holding: 270263 (-7)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

37% less capital invested

Capital invested by funds: $418M → $262M (-$156M)

Holders
263
Holders Change
-7
Holders Change %
-2.59%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
91
Reduced
82
Closed
38
Calls
$6.21M
Puts
$2.73M
Net Calls
+$3.48M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
176
Atria Wealth Solutions
New York
$36K -$29.9K -9,310 -38%
MHC
177
Meyer Handelman Company
New York
$35K
SRG
178
SBB Research Group
Illinois
$35K
WA
179
Wealth Alliance
New York
$35K
TRCT
180
Tower Research Capital (TRC)
New York
$35K +$32.8K +10,234 +222%
AIP
181
Ameritas Investment Partners
Nebraska
$34K
VIA
182
Vident Investment Advisory
Georgia
$34K +$47.4K +14,773 New
KBC Group
183
KBC Group
Belgium
$33K
API
184
Advisor Partners II
California
$33K +$44.8K +13,956 New
BC
185
Barrett & Company
Rhode Island
$32.3K +$27.3K +8,500 New
PA
186
Profund Advisors
Maryland
$32K -$8.21K -2,559 -16%
PAMS
187
Pictet Asset Management (Switzerland)
Switzerland
$32K
SRC
188
Sage Rhino Capital
California
$31K +$42.7K +13,307 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$30K -$14.3K -4,454 -26%
CHA
190
Cooper/Haims Advisors
New York
$28K +$64 +20 +0.2%
GI
191
GAMCO Investors
Connecticut
$28K +$38.5K +12,000 New
Baird Financial Group
192
Baird Financial Group
Wisconsin
$28K +$38.6K +12,023 New
DADC
193
D.A. Davidson & Co
Montana
$27K +$37.6K +11,707 New
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$26K -$21.1K -6,570 -37%
MLICM
195
Metropolitan Life Insurance Company (MetLife)
New York
$24.5K +$7.54K +2,350 +29%
KAS
196
Kestra Advisory Services
Texas
$24K -$2.53K -788 -7%
RB
197
Rodgers Brothers
Pennsylvania
$24K -$2.41K -750 -7%
RIA
198
Regal Investment Advisors
Michigan
$24K +$1.6K +500 +5%
BCI
199
Brinker Capital Investments
Pennsylvania
$24K +$33.5K +10,445 New
APA
200
American Portfolios Advisors
New York
$23.9K

PBI Hedge Fund Activity: Q3 2022 in Review

263 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2022, worth a combined $262M — down 37% from $418M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 32 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 91 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $3.12M. The largest seller was EMG Holdings, exiting entirely with an estimated $4.21M sold.

  • 263 institutional investors held Pitney Bowes (PBI) as of Q3 2022, down from 270 in Q2 2022.
  • Funds reported $262M of Pitney Bowes stock for Q3 2022, down 37% quarter-over-quarter.
  • 32 funds opened new Pitney Bowes positions in Q3 2022 and 38 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q3 2022 was D.E. Shaw & Co, an estimated $3.12M added.
  • The largest Pitney Bowes seller in Q3 2022 was EMG Holdings, an estimated $4.21M sold.

Based on aggregated 13F filings for Q3 2022.