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Pitney Bowes

269 hedge funds and large institutions have $410M invested in Pitney Bowes in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.83M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $262M → $410M (+$148M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 263269 (+6)

1.49% less ownership

Funds ownership: 65.12%63.63% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
73
Reduced
97
Closed
32
Calls
$10.3M
Puts
$2.83M
Net Calls
+$7.5M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
176
American Century Companies
Missouri
$59.6K -$15.8K -4,686 -23%
Mariner
177
Mariner
Kansas
$58K -$39.6K -11,749 -43%
CCM
178
Coldstream Capital Management
Washington
$57.2K +$50.8K +15,057 New
MHC
179
Meyer Handelman Company
New York
$57K
SRG
180
SBB Research Group
Illinois
$57K
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K -$94.5K -28,043 -66%
KBC Group
182
KBC Group
Belgium
$54K
AGM
183
Alpine Global Management
New York
$54K +$48K +14,231 New
VIA
184
Vident Investment Advisory
Georgia
$52.4K -$3.33K -988 -7%
TSS
185
Two Sigma Securities
New York
$52.3K -$151K -44,800 -77%
NAS
186
Nicolet Advisory Services
Wisconsin
$52K +$36.6K +10,860 New
CIBC Asset Management
187
CIBC Asset Management
Ontario, Canada
$50K -$20.6K -6,121 -32%
PA
188
Profund Advisors
Maryland
$49.5K -$2.5K -742 -5%
CHA
189
Cooper/Haims Advisors
New York
$45K +$54 +16 +0.1%
AA
190
Ancora Advisors
Ohio
$45K +$40K +11,875 New
DADC
191
D.A. Davidson & Co
Montana
$44.5K
VF
192
Virtu Financial
New York
$44K +$39.3K +11,663 New
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$43.1K
SG
194
StoneX Group
New York
$41.1K +$36.5K +10,839 New
RIA
195
Regal Investment Advisors
Michigan
$39.9K
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$39.9K
HPM
197
Hoxton Planning & Management
West Virginia
$39.9K +$35.4K +10,488 New
RB
198
Rodgers Brothers
Pennsylvania
$39K
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$38.2K +$33.9K +10,061 New
Franklin Resources
200
Franklin Resources
California
$38.2K +$33.9K +10,053 New

PBI Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2022, worth a combined $410M — up 56% from $262M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 32 closed out — a net gain of 8 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Clifford Capital Partners, adding an estimated $5.48M. The largest seller was Victory Capital Management, cutting an estimated $4.44M.

  • 269 institutional investors held Pitney Bowes (PBI) as of Q4 2022, up from 263 in Q3 2022.
  • Funds reported $410M of Pitney Bowes stock for Q4 2022, up 56% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q4 2022 and 32 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q4 2022 was Clifford Capital Partners, an estimated $5.48M added.
  • The largest Pitney Bowes seller in Q4 2022 was Victory Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.