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Pitney Bowes

235 hedge funds and large institutions have $385M invested in Pitney Bowes in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.25% less ownership

Funds ownership: 62.22%61.97% (-0.25%)

9% less capital invested

Capital invested by funds: $424M → $385M (-$38.6M)

10% less funds holding

Funds holding: 261235 (-26)

23% less call options, than puts

Call options by funds: $3.61M | Put options by funds: $4.69M

60% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 42

Holders
235
Holders Change
-26
Holders Change %
-9.96%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
75
Reduced
68
Closed
42
Calls
$3.61M
Puts
$4.69M
Net Calls
-$1.08M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$43K -$7.48K -2,158 -15%
CHA
177
Cooper/Haims Advisors
New York
$42.9K +$804 +232 +2%
TSS
178
Two Sigma Securities
New York
$41.1K +$40.2K +11,610 New
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$40.4K
NAS
180
Nicolet Advisory Services
Wisconsin
$37.7K +$520 +150 +1%
RIA
181
Regal Investment Advisors
Michigan
$37.2K
PA
182
Profund Advisors
Maryland
$37K -$3K -865 -8%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$37K
X
184
Xponance
Pennsylvania
$36.5K +$35.7K +10,306 New
EAM
185
Evanson Asset Management
California
$36.2K +$475 +137 +1%
SRC
186
Sage Rhino Capital
California
$36K +$35.2K +10,164 New
JF
187
Jump Financial
Illinois
$35.6K +$34.9K +10,065 New
GF
188
Gabelli Funds
New York
$35.4K
WIA
189
World Investment Advisors
California
$35.4K
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$33.1K
BC
191
Barrett & Company
Rhode Island
$30.1K
Fidelity Investments
192
Fidelity Investments
Massachusetts
$26.6K +$970 +280 +4%
TRCT
193
Tower Research Capital (TRC)
New York
$19.1K -$5.42K -1,563 -22%
VCM
194
Versant Capital Management
Arizona
$18.8K -$2.24K -646 -11%
FHA
195
First Horizon Advisors
Tennessee
$16.5K +$2.31K +668 +17%
Nomura Asset Management
196
Nomura Asset Management
Japan
$15.9K
PLU
197
Performa Ltd (US)
South Carolina
$14.1K -$243 -70 -2%
US Bancorp
198
US Bancorp
Minnesota
$12.4K
SWA
199
SOA Wealth Advisors
New York
$11.4K
ACM
200
Aquatic Capital Management
Illinois
$11K -$18.4K -5,300 -63%

PBI Hedge Fund Activity: Q2 2023 in Review

235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2023, worth a combined $385M — down 9.1% from $424M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of PBI and 17 opened new positions — a net loss of 25 holders — while 68 trimmed existing stakes and 75 added.

The largest buyer was Assenagon Asset Management, adding an estimated $4.36M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.03M sold.

  • 235 institutional investors held Pitney Bowes (PBI) as of Q2 2023, down from 261 in Q1 2023.
  • Funds reported $385M of Pitney Bowes stock for Q2 2023, down 9.1% quarter-over-quarter.
  • 17 funds opened new Pitney Bowes positions in Q2 2023 and 42 closed out, a net change of -25 holders.
  • The largest Pitney Bowes buyer in Q2 2023 was Assenagon Asset Management, an estimated $4.36M added.
  • The largest Pitney Bowes seller in Q2 2023 was Arrowstreet Capital, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2023.