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Pitney Bowes

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.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.25% less ownership

Funds ownership: 62.22%61.97% (-0.25%)

9% less capital invested

Capital invested by funds: $424M → $385M (-$38.6M)

10% less funds holding

Funds holding: 261235 (-26)

23% less call options, than puts

Call options by funds: $3.61M | Put options by funds: $4.69M

60% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 42

Holders
235
Holders Change
-26
Holders Change %
-9.96%
% of All Funds
3.69%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
201
DZ Bank
Germany
$10.9K +$1.59K +460 +18%
Barrow, Hanley, Mewhinney & Strauss
202
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.78K +$3.64K +1,050 +61%
HNB
203
Huntington National Bank
Ohio
$7.7K
BF
204
BOK Financial
Oklahoma
$7.08K
UB
205
UMB Bank
Missouri
$6.37K
HBW
206
Hazlett, Burt & Watson
West Virginia
$6K
SIS
207
Sound Income Strategies
Florida
$5.31K
EWA
208
EverSource Wealth Advisors
Alabama
$5.26K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$5.05K +$541 +156 +12%
GRP
210
Global Retirement Partners
California
$4.15K -$1.97K -567 -33%
WWP
211
WR Wealth Planners
Missouri
$3.88K +$52 +15 +1%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.4K
CAL
213
Capital Advisors Ltd
Ohio
$3K
CSC
214
Caldwell Sutter Capital
California
$2.65K -$3.46K -1,000 -57%
AAG
215
Armstrong Advisory Group
Massachusetts
$2.23K +$31 +9 +1%
AF
216
Advisornet Financial
Minnesota
$2.19K
AF
217
Allworth Financial
California
$2.19K +$10 +3 +0.5%
HIA
218
Harbor Investment Advisory
Maryland
$2.1K
CA
219
Centerpoint Advisors
Massachusetts
$2K
GI
220
Gradient Investments
Minnesota
$1.89K
WP
221
WealthPLAN Partners
Nebraska
$1.73K
PCA
222
Providence Capital Advisors
North Carolina
$1.44K
MWM
223
Mascoma Wealth Management
New Hampshire
$1.44K
FA
224
Financial Avengers
California
$1.34K +$17 +5 +1%
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$885

PBI Hedge Fund Activity: Q2 2023 in Review

235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2023, worth a combined $385M — down 9.1% from $424M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of PBI and 17 opened new positions — a net loss of 25 holders — while 68 trimmed existing stakes and 75 added.

The largest buyer was Assenagon Asset Management, adding an estimated $4.36M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.03M sold.

  • 235 institutional investors held Pitney Bowes (PBI) as of Q2 2023, down from 261 in Q1 2023.
  • Funds reported $385M of Pitney Bowes stock for Q2 2023, down 9.1% quarter-over-quarter.
  • 17 funds opened new Pitney Bowes positions in Q2 2023 and 42 closed out, a net change of -25 holders.
  • The largest Pitney Bowes buyer in Q2 2023 was Assenagon Asset Management, an estimated $4.36M added.
  • The largest Pitney Bowes seller in Q2 2023 was Arrowstreet Capital, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2023.