PBI icon

Pitney Bowes
PBI

Overview Fund Activity

235 hedge funds and large institutions have $385M invested in Pitney Bowes in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 42 closing their positions.

Holders
235
Holders Change
-26
Holders Change %
-9.96%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
75
Reduced
68
Closed
42
Calls
$3.61M
Puts
$4.69M
Net Calls
-$1.08M
Net Calls Change
-$3.37M

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$4.96M
2
CM
2
Capital Management
Virginia
$15.7M
3
CCP
3
Clifford Capital Partners
Utah
$12.3M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.9M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
MCM
2
Masters Capital Management
Georgia
$3.54M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$12M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.34M
Name Market Value Shares Shares
Change 		Shares
Change %
DZ Bank
201
DZ Bank
Germany
$10.9K 3,074 +460 +18%
Barrow, Hanley, Mewhinney & Strauss
202
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.78K 2,763 +1,050 +61%
HNB
203
Huntington National Bank
Ohio
$7.7K 2,176 – –
BF
204
BOK Financial
Oklahoma
$7.08K 2,000 – –
UB
205
UMB Bank
Missouri
$6.37K 1,800 – –
HBW
206
Hazlett, Burt & Watson
West Virginia
$6K 1,580 – –
SIS
207
Sound Income Strategies
Florida
$5.31K 1,501 – –
EWA
208
EverSource Wealth Advisors
Alabama
$5.26K 1,485 – –
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$5.06K 1,428 +156 +12%
GRP
210
Global Retirement Partners
California
$4.15K 1,172 -567 -33%
WWP
211
WR Wealth Planners
Missouri
$3.88K 1,096 +15 +1%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.4K 960 – –
CAL
213
Capital Advisors Ltd
Ohio
$3K 800 – –
CSC
214
Caldwell Sutter Capital
California
$2.66K 750 -1,000 -57%
AAG
215
Armstrong Advisory Group
Massachusetts
$2.23K 631 +9 +1%
AF
216
Advisornet Financial
Minnesota
$2.2K 620 – –
AF
217
Allworth Financial
California
$2.19K 617 +3 +0.5%
HIA
218
Harbor Investment Advisory
Maryland
$2.1K 593 – –
CA
219
Centerpoint Advisors
Massachusetts
$2K 451 – –
GI
220
Gradient Investments
Minnesota
$1.89K 533 – –
WP
221
WealthPLAN Partners
Nebraska
$1.73K 488 – –
PCA
222
Providence Capital Advisors
North Carolina
$1.44K 408 – –
MWM
223
Mascoma Wealth Management
New Hampshire
$1.44K 415 – –
FA
224
Financial Avengers
California
$1.34K 379 +5 +1%
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$885 250 – –
7 8
9
10 11