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Pitney Bowes

269 hedge funds and large institutions have $410M invested in Pitney Bowes in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.83M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $262M → $410M (+$148M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 263269 (+6)

1.49% less ownership

Funds ownership: 65.12%63.63% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
73
Reduced
97
Closed
32
Calls
$10.3M
Puts
$2.83M
Net Calls
+$7.5M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
X
201
Xponance
Pennsylvania
$38.2K +$33.9K +10,053 New
RPCA
202
Running Point Capital Advisors
California
$38K -$33.7K -10,000 -50%
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$38K
WIA
204
World Investment Advisors
California
$38K
PMEF
205
Point72 Middle East FZE
United Arab Emirates
$33.5K +$29.7K +8,826 New
BC
206
Barrett & Company
Rhode Island
$32.3K
Allspring Global Investments
207
Allspring Global Investments
North Carolina
$31.5K +$853 +253 +3%
Fidelity Investments
208
Fidelity Investments
Massachusetts
$29.6K +$12.3K +3,654 +88%
Nomura Asset Management
209
Nomura Asset Management
Japan
$28.5K +$9.44K +2,800 +60%
Amundi
210
Amundi
France
$26K -$6.63K -1,968 -27%
VCM
211
Versant Capital Management
Arizona
$22.7K -$1.45K -430 -7%
PLU
212
Performa Ltd (US)
South Carolina
$21.1K -$74.4K -22,070 -88%
CJL
213
Cyrus J. Lawrence
New York
$20K
SWA
214
Sutton Wealth Advisors
Florida
$16K +$5.03K +1,493 +55%
FHA
215
First Horizon Advisors
Tennessee
$15.2K +$1.81K +536 +16%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$14.4K -$7.42K -2,201 -37%
US Bancorp
217
US Bancorp
Minnesota
$13.3K -$1.2K -357 -9%
CLOS
218
Compagnie Lombard Odier SCmA
Switzerland
$13K
BAM
219
Belpointe Asset Management
Nevada
$12.5K +$11.1K +3,300 New
SWA
220
SOA Wealth Advisors
New York
$12.3K
HNB
221
Huntington National Bank
Ohio
$12.1K
CG
222
Cutler Group
California
$11K -$16.8K -4,995 -61%
CSC
223
Caldwell Sutter Capital
California
$10.4K +$9.27K +2,750 New
GRP
224
Global Retirement Partners
California
$8.03K +$320 +95 +5%
Dimensional Fund Advisors
225
Dimensional Fund Advisors
Texas
$7.19K -$1.03M -306,158 -14%

PBI Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2022, worth a combined $410M — up 56% from $262M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 32 closed out — a net gain of 8 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Clifford Capital Partners, adding an estimated $5.48M. The largest seller was Victory Capital Management, cutting an estimated $4.44M.

  • 269 institutional investors held Pitney Bowes (PBI) as of Q4 2022, up from 263 in Q3 2022.
  • Funds reported $410M of Pitney Bowes stock for Q4 2022, up 56% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q4 2022 and 32 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q4 2022 was Clifford Capital Partners, an estimated $5.48M added.
  • The largest Pitney Bowes seller in Q4 2022 was Victory Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.