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Pitney Bowes

236 hedge funds and large institutions have $504M invested in Pitney Bowes in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $4.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $433M → $504M (+$70.6M)

1.19% less ownership

Funds ownership: 56.65%55.46% (-1.2%)

4% less funds holding

Funds holding: 247236 (-11)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
236
Holders Change
-11
Holders Change %
-4.45%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
86
Reduced
72
Closed
33
Calls
$11.9M
Puts
$4.38M
Net Calls
+$7.51M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
176
Evanson Asset Management
California
$54.7K +$478 +100 +0.9%
SC
177
Syon Capital
California
$54K
X
178
Xponance
Pennsylvania
$51.3K -$1.75K -366 -3%
GF
179
Gabelli Funds
New York
$50.8K
Ohio Public Employees Retirement System (OPERS)
180
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.1K -$5.58K -1,168 -11%
NC
181
nVerses Capital
Florida
$47.8K +$44.9K +9,400 New
Fidelity Investments
182
Fidelity Investments
Massachusetts
$47.7K +$1.2K +252 +3%
BC
183
Barrett & Company
Rhode Island
$43.2K
PAS
184
Point72 Asia (Singapore)
Singapore
$41.2K -$47.9K -10,035 -55%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$28K +$358 +75 +1%
VCM
186
Versant Capital Management
Arizona
$20.3K
FHA
187
First Horizon Advisors
Tennessee
$18K
US Bancorp
188
US Bancorp
Minnesota
$17.8K
HT
189
Headlands Technologies
Illinois
$15.9K +$10.1K +2,108 +207%
EWA
190
EverSource Wealth Advisors
Alabama
$11.9K +$1.53K +320 +22%
HNB
191
Huntington National Bank
Ohio
$11.3K +$220 +46 +2%
Canada Pension Plan Investment Board
192
Canada Pension Plan Investment Board
Ontario, Canada
$10.7K +$10K +2,100 New
BF
193
BOK Financial
Oklahoma
$10.2K -$1.58K -330 -14%
SAM
194
Smartleaf Asset Management
Massachusetts
$10K +$3.92K +820 +67%
Walleye Trading
195
Walleye Trading
New York
$9.27K +$8.71K +1,824 New
CFM
196
Catalyst Funds Management
Australia
$9.14K +$6.68K +1,400 +350%
HBW
197
Hazlett, Burt & Watson
West Virginia
$8K
GRP
198
Global Retirement Partners
California
$5.98K +$5 +1 +0.1%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.88K
QL
200
Quarry LP
New York
$4.27K +$4.02K +841 New

PBI Hedge Fund Activity: Q2 2024 in Review

236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2024, worth a combined $504M — up 16% from $433M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBI and 27 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 86 added.

The largest buyer was Goldman Sachs, adding an estimated $5.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.77M.

  • 236 institutional investors held Pitney Bowes (PBI) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $504M of Pitney Bowes stock for Q2 2024, up 16% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q2 2024 was Goldman Sachs, an estimated $5.1M added.
  • The largest Pitney Bowes seller in Q2 2024 was Dimensional Fund Advisors, an estimated $5.77M sold.

Based on aggregated 13F filings for Q2 2024.