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Pitney Bowes
PBI

Overview Fund Activity

248 hedge funds and large institutions have $931M invested in Pitney Bowes in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 106 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-17
Holders Change %
-6.42%
% of All Funds
4.37%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
35
Increased
60
Reduced
106
Closed
49
Calls
$26.7M
Puts
$23.7M
Net Calls
+$3M
Net Calls Change
+$18.6M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$30.2M
2
FCM
Frontier Capital Management
Massachusetts
$14.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$157M
4
SM
Senvest Management
New York
$10.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$8.26M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$0
2
CM
Capital Management
Virginia
$0
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$10.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$11.3M
5
CCP
Clifford Capital Partners
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$33K -$1.06K -128 -3%
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$31K -$23.9K -2,882 -44%
SWA
203
SOA Wealth Advisors
New York
$26K – – –
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$25K -$4.05M -488,346 -99%
HNB
205
Huntington National Bank
Ohio
$22K – – –
SWA
206
Sutton Wealth Advisors
Florida
$18.2K +$865 +105 +5%
EVM
207
Eaton Vance Management
Massachusetts
$18K -$324K -39,307 -95%
GWM
208
Geneos Wealth Management
Colorado
$18K +$757 +103 +4%
SIS
209
Sound Income Strategies
Florida
$16.5K +$4.12K +500 +33%
TLCM
210
Twin Lakes Capital Management
California
$16K +$16K +2,000 New
BDWM
211
Brewin Dolphin Wealth Management
Ireland
$13.2K – – –
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K -$58.8K -7,135 -82%
CG
213
Cutler Group
California
$10K -$450K -59,930 -98%
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
TWA
215
TCI Wealth Advisors
Arizona
$10K +$1.75K +213 +21%
WWM
216
Wagner Wealth Management
South Carolina
$9K +$9K +1,106 New
ACA
217
Atlas Capital Advisors
Wyoming
$8.24K +$8.24K +1,000 New
CAL
218
Capital Advisors Ltd
Ohio
$7K – – –
First Manhattan
219
First Manhattan
New York
$7K – – –
HI
220
Harbour Investments
Wisconsin
$7K +$7K +834 New
HIA
221
Harbor Investment Advisory
Maryland
$5K – – –
AF
222
Allworth Financial
California
$5K +$8 +1 +0.2%
WIM
223
Westside Investment Management
California
$4.46K -$579 -70,275 -11%
ST
224
Smithfield Trust
Pennsylvania
$4K – – –
Jones Financial Companies
225
Jones Financial Companies
Missouri
$4K – – –
7 8
9
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