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Pitney Bowes

262 hedge funds and large institutions have $757M invested in Pitney Bowes in 2021 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 35

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 83

0% less funds holding

Funds holding: 263262 (-1)

0.39% less ownership

Funds ownership: 65.6%65.21% (-0.39%)

9% less capital invested

Capital invested by funds: $828M → $757M (-$71.2M)

40% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $13.6M

Holders
262
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
83
Reduced
83
Closed
35
Calls
$8.15M
Puts
$13.6M
Net Calls
-$5.42M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
201
American Portfolios Advisors
New York
$71.3K
Man Group
202
Man Group
United Kingdom
$71K -$330K -46,605 -81%
CA
203
Cullinan Associates
Kentucky
$69K
Macquarie Group
204
Macquarie Group
Australia
$65K -$25.3K -3,573 -27%
PHK
205
Point72 Hong Kong
Hong Kong
$49K -$49.4K -6,962 -49%
WIA
206
World Investment Advisors
California
$49K +$70.9K +10,000 New
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$48K +$42.9K +6,054 +519%
EVM
208
Eaton Vance Management
Massachusetts
$40K -$12.1K -1,707 -22%
RG
209
Retirement Group
California
$33K
US Bancorp
210
US Bancorp
Minnesota
$29K -$893 -126 -3%
CMF
211
Counterpoint Mutual Funds
California
$26K +$27.5K +3,883 New
CLOS
212
Compagnie Lombard Odier SCmA
Switzerland
$23K
SWA
213
SOA Wealth Advisors
New York
$21K
VCM
214
Versant Capital Management
Arizona
$21K
TWC
215
TD Waterhouse Canada
Ontario, Canada
$19.3K +$20.2K +2,848 New
TRCT
216
Tower Research Capital (TRC)
New York
$19K -$167K -23,590 -89%
CG
217
Cutler Group
California
$18K -$54.9K -7,745 -74%
SWA
218
Sutton Wealth Advisors
Florida
$15.8K +$1.98K +279 +13%
HNB
219
Huntington National Bank
Ohio
$14K
TLCM
220
Twin Lakes Capital Management
California
$13K
BDWM
221
Brewin Dolphin Wealth Management
Ireland
$11K
BAM
222
Byrne Asset Management
New Jersey
$11K +$11.6K +1,632 New
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.4K
SIS
224
Sound Income Strategies
Florida
$10K
TWA
225
TCI Wealth Advisors
Arizona
$10K +$3.63K +512 +51%

PBI Hedge Fund Activity: Q4 2021 in Review

262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2021, worth a combined $757M — down 8.6% from $828M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PBI positions and 35 closed out — a net gain of 1 holder — while 83 added to existing stakes and 83 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $21.6M. The largest seller was BlackRock, cutting an estimated $46.4M.

  • 262 institutional investors held Pitney Bowes (PBI) as of Q4 2021, down from 263 in Q3 2021.
  • Funds reported $757M of Pitney Bowes stock for Q4 2021, down 8.6% quarter-over-quarter.
  • 36 funds opened new Pitney Bowes positions in Q4 2021 and 35 closed out, a net change of +1 holder.
  • The largest Pitney Bowes buyer in Q4 2021 was Goldman Sachs, an estimated $21.6M added.
  • The largest Pitney Bowes seller in Q4 2021 was BlackRock, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2021.