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Pitney Bowes
PBI

Overview Fund Activity

238 hedge funds and large institutions have $466M invested in Pitney Bowes in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+15
Holders Change %
+6.73%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
35
Increased
66
Reduced
74
Closed
16
Calls
$2.53M
Puts
$5.97M
Net Calls
-$3.44M
Net Calls Change
-$640K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.1M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$7.65M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$4.14M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.4M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.44M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.33M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$9.37M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$644K
4
CM
4
Capital Management
Virginia
$18.5M
5
GCP
5
GSA Capital Partners
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
201
Sound Income Strategies
Florida
$6.6K – – –
EWA
202
EverSource Wealth Advisors
Alabama
$6.53K – – –
PLU
203
Performa Ltd (US)
South Carolina
$5.34K -$250K -2,761 -98%
SAM
204
Smartleaf Asset Management
Massachusetts
$5.34K +$5.34K +1,225 New
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$5.28K -$3.11K -707 -37%
GRP
206
Global Retirement Partners
California
$4.83K +$4 +1 +0.1%
BAM
207
Byrne Asset Management
New Jersey
$4.3K +$4.3K +1,000 New
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.22K – – –
CAL
209
Capital Advisors Ltd
Ohio
$4K – – –
CSC
210
Caldwell Sutter Capital
California
$3.3K – – –
AAG
211
Armstrong Advisory Group
Massachusetts
$2.86K +$35 +8 +1%
AF
212
Advisornet Financial
Minnesota
$2.73K – – –
BWM
213
Baystate Wealth Management
Massachusetts
$2.67K +$2.67K +606 New
HIA
214
Harbor Investment Advisory
Maryland
$2.61K – – –
GI
215
GAMMA Investing
California
$2.12K +$2.12K +516 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$2.09K -$1.32K -300 -39%
CA
217
Centerpoint Advisors
Massachusetts
$2K – – –
TVAMP
218
Tennessee Valley Asset Management Partners
Tennessee
$1.88K +$1.88K +427 New
MWM
219
Mascoma Wealth Management
New Hampshire
$1.83K – – –
PCA
220
Providence Capital Advisors
North Carolina
$1.8K – – –
FA
221
Financial Avengers
California
$1.72K +$22 +5 +1%
NA
222
NewEdge Advisors
Louisiana
$1.04K -$4.4K -1,000 -81%
C
223
Covestor
United Kingdom
$1K -$162 -44 -14%
AF
224
Allworth Financial
California
$891 -$1.83K -415 -67%
CPG
225
Cornerstone Planning Group
New Jersey
$871 – – –
7 8
9
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