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Pitney Bowes

270 hedge funds and large institutions have $418M invested in Pitney Bowes in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

37% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $6.09M

5% more funds holding

Funds holding: 258270 (+12)

0.59% more ownership

Funds ownership: 66.32%66.91% (+0.59%)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

30% less capital invested

Capital invested by funds: $594M → $418M (-$176M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
270
Holders Change
+12
Holders Change %
+4.65%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
76
Reduced
88
Closed
23
Calls
$8.34M
Puts
$6.09M
Net Calls
+$2.25M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
Kestra Advisory Services
Texas
$40K +$50.4K +11,057 New
APA
202
American Portfolios Advisors
New York
$37.1K
Man Group
203
Man Group
United Kingdom
$36K -$57.5K -12,614 Closed
Kayne Anderson Rudnick Investment Management
204
Kayne Anderson Rudnick Investment Management
California
$36K
RIA
205
Regal Investment Advisors
Michigan
$36K
Macquarie Group
206
Macquarie Group
Australia
$35K
WIA
207
World Investment Advisors
California
$33K
MLICM
208
Metropolitan Life Insurance Company (MetLife)
New York
$29.5K -$13.4K -2,947 -27%
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$22K -$91.8K -20,150 -76%
CJL
210
Cyrus J. Lawrence
New York
$19K
DZ Bank
211
DZ Bank
Germany
$18.3K +$22.8K +5,000 New
BAM
212
Byrne Asset Management
New Jersey
$18K -$5.47K -1,200 -22%
EDRH
213
Edmond de Rothschild Holding
Switzerland
$18K +$22.8K +5,000 New
Nomura Asset Management
214
Nomura Asset Management
Japan
$17K
TRCT
215
Tower Research Capital (TRC)
New York
$17K +$6.85K +1,502 +48%
US Bancorp
216
US Bancorp
Minnesota
$14K -$2.73K -600 -13%
Allspring Global Investments
217
Allspring Global Investments
North Carolina
$13K -$302K -66,279 -95%
CLOS
218
Compagnie Lombard Odier SCmA
Switzerland
$13K
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$12K -$26.5K -5,820 -63%
FHA
220
First Horizon Advisors
Tennessee
$12K +$14.7K +3,228 New
SWA
221
SOA Wealth Advisors
New York
$11K
HNB
222
Huntington National Bank
Ohio
$11K +$4.56K +1,000 +46%
VCM
223
Versant Capital Management
Arizona
$10K -$123 -27 -1%
GRP
224
Global Retirement Partners
California
$8K +$7.75K +1,700 +377%
SWA
225
Sutton Wealth Advisors
Florida
$7.6K -$5.58K -1,225 -37%

PBI Hedge Fund Activity: Q2 2022 in Review

270 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2022, worth a combined $418M — down 30% from $594M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 23 closed out — a net gain of 17 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.8M. The largest seller was Royce & Associates, cutting an estimated $7.82M.

  • 270 institutional investors held Pitney Bowes (PBI) as of Q2 2022, up from 258 in Q1 2022.
  • Funds reported $418M of Pitney Bowes stock for Q2 2022, down 30% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q2 2022 and 23 closed out, a net change of +17 holders.
  • The largest Pitney Bowes buyer in Q2 2022 was Goldman Sachs, an estimated $7.8M added.
  • The largest Pitney Bowes seller in Q2 2022 was Royce & Associates, an estimated $7.82M sold.

Based on aggregated 13F filings for Q2 2022.