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Pitney Bowes

247 hedge funds and large institutions have $433M invested in Pitney Bowes in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $7.28M | Put options by funds: $3.39M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

4% more funds holding

Funds holding: 238247 (+9)

3.4% less ownership

Funds ownership: 60.05%56.65% (-3.4%)

7% less capital invested

Capital invested by funds: $466M → $433M (-$32.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 92

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
37
Increased
57
Reduced
92
Closed
26
Calls
$7.28M
Puts
$3.39M
Net Calls
+$3.89M
Net Calls Change
+$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
176
Mariner
Kansas
$56.5K -$903 -219 -2%
WHCFA
177
William Howard & Co Financial Advisors
Tennessee
$52K +$49.1K +11,905 New
Mackenzie Financial
178
Mackenzie Financial
Ontario, Canada
$49.1K -$333K -80,674 -88%
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.9K -$829 -201 -2%
EAM
180
Evanson Asset Management
California
$46.2K +$532 +129 +1%
SC
181
Syon Capital
California
$46K -$43.8K -10,630 -50%
RIA
182
Regal Investment Advisors
Michigan
$45.5K
X
183
Xponance
Pennsylvania
$45.3K +$652 +158 +2%
LCS
184
Levin Capital Strategies
New York
$45.2K -$20.6K -5,000 -32%
GF
185
Gabelli Funds
New York
$43.3K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$39.6K +$854 +207 +2%
BC
187
Barrett & Company
Rhode Island
$36.8K
MLICM
188
Metropolitan Life Insurance Company (MetLife)
New York
$33.1K -$359 -87 -1%
Royal Bank of Canada
189
Royal Bank of Canada
Ontario, Canada
$32K -$280K -67,956 -90%
TRCT
190
Tower Research Capital (TRC)
New York
$31.3K -$71.4K -17,315 -71%
KBC Group
191
KBC Group
Belgium
$30K
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$23K -$12 -3 -0.1%
VCM
193
Versant Capital Management
Arizona
$17.3K
PD
194
Point72 (DIFC)
United Arab Emirates
$15.5K +$14.8K +3,586 New
FHA
195
First Horizon Advisors
Tennessee
$15.3K -$6.53K -1,583 -31%
US Bancorp
196
US Bancorp
Minnesota
$15.1K
Barrow, Hanley, Mewhinney & Strauss
197
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K
BF
198
BOK Financial
Oklahoma
$9.86K -$747 -181 -7%
HNB
199
Huntington National Bank
Ohio
$9.42K
Lazard Asset Management
200
Lazard Asset Management
New York
$9K +$8.67K +2,102 New

PBI Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2024, worth a combined $433M — down 7% from $466M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PBI positions and 26 closed out — a net gain of 11 holders — while 57 added to existing stakes and 92 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $1.77M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 247 institutional investors held Pitney Bowes (PBI) as of Q1 2024, up from 238 in Q4 2023.
  • Funds reported $433M of Pitney Bowes stock for Q1 2024, down 7% quarter-over-quarter.
  • 37 funds opened new Pitney Bowes positions in Q1 2024 and 26 closed out, a net change of +11 holders.
  • The largest Pitney Bowes buyer in Q1 2024 was Two Sigma Advisers, an estimated $1.77M added.
  • The largest Pitney Bowes seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.