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Pitney Bowes

263 hedge funds and large institutions have $262M invested in Pitney Bowes in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $6.21M | Put options by funds: $2.73M

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 66.91%65.12% (-1.8%)

3% less funds holding

Funds holding: 270263 (-7)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

37% less capital invested

Capital invested by funds: $418M → $262M (-$156M)

Holders
263
Holders Change
-7
Holders Change %
-2.59%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
91
Reduced
82
Closed
38
Calls
$6.21M
Puts
$2.73M
Net Calls
+$3.48M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
201
Macquarie Group
Australia
$23K -$5.62K -1,752 -18%
Kayne Anderson Rudnick Investment Management
202
Kayne Anderson Rudnick Investment Management
California
$23K
WIA
203
World Investment Advisors
California
$23K
Amundi
204
Amundi
France
$20K +$23.8K +7,405 New
Allspring Global Investments
205
Allspring Global Investments
North Carolina
$18K +$13.7K +4,269 +113%
CG
206
Cutler Group
California
$18K +$24.6K +7,671 +1,643%
VCM
207
Versant Capital Management
Arizona
$15K +$11.8K +3,668 +135%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$14K -$1.12K -348 -5%
Royal Bank of Canada
209
Royal Bank of Canada
Ontario, Canada
$13K -$136K -42,243 -88%
CJL
210
Cyrus J. Lawrence
New York
$12K
Nomura Asset Management
211
Nomura Asset Management
Japan
$11K
Fidelity Investments
212
Fidelity Investments
Massachusetts
$10K -$201K -62,561 -94%
Bessemer Group
213
Bessemer Group
New Jersey
$10K +$13.5K +4,208 New
US Bancorp
214
US Bancorp
Minnesota
$9K -$90 -28 -0.7%
CLOS
215
Compagnie Lombard Odier SCmA
Switzerland
$8K
FHA
216
First Horizon Advisors
Tennessee
$8K +$732 +228 +7%
WFA
217
Wipfli Financial Advisors
Wisconsin
$8K +$10.5K +3,280 New
WIM
218
Westside Investment Management
California
$7.49K +$222K +69,300 +11%
HNB
219
Huntington National Bank
Ohio
$7K
SWA
220
SOA Wealth Advisors
New York
$7K
Barrow, Hanley, Mewhinney & Strauss
221
Barrow, Hanley, Mewhinney & Strauss
Texas
$7K +$5.66K +1,764 +142%
SWA
222
Sutton Wealth Advisors
Florida
$6.34K +$2K +624 +30%
GRP
223
Global Retirement Partners
California
$6K -$430 -134 -6%
TLCM
224
Twin Lakes Capital Management
California
$5K +$6.42K +2,000 New
UB
225
UMB Bank
Missouri
$4K -$33.2K -10,350 -85%

PBI Hedge Fund Activity: Q3 2022 in Review

263 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2022, worth a combined $262M — down 37% from $418M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 32 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 91 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $3.12M. The largest seller was EMG Holdings, exiting entirely with an estimated $4.21M sold.

  • 263 institutional investors held Pitney Bowes (PBI) as of Q3 2022, down from 270 in Q2 2022.
  • Funds reported $262M of Pitney Bowes stock for Q3 2022, down 37% quarter-over-quarter.
  • 32 funds opened new Pitney Bowes positions in Q3 2022 and 38 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q3 2022 was D.E. Shaw & Co, an estimated $3.12M added.
  • The largest Pitney Bowes seller in Q3 2022 was EMG Holdings, an estimated $4.21M sold.

Based on aggregated 13F filings for Q3 2022.