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Pitney Bowes

247 hedge funds and large institutions have $433M invested in Pitney Bowes in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $7.28M | Put options by funds: $3.39M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

4% more funds holding

Funds holding: 238247 (+9)

3.4% less ownership

Funds ownership: 60.05%56.65% (-3.4%)

7% less capital invested

Capital invested by funds: $466M → $433M (-$32.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 92

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
37
Increased
57
Reduced
92
Closed
26
Calls
$7.28M
Puts
$3.39M
Net Calls
+$3.89M
Net Calls Change
+$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
201
Hazlett, Burt & Watson
West Virginia
$7K
EWA
202
EverSource Wealth Advisors
Alabama
$6.33K
CFB
203
Cullen/Frost Bankers
Texas
$6.21K +$5.92K +1,434 New
CG
204
Cutler Group
California
$6K +$6.48K +1,570 New
SAM
205
Smartleaf Asset Management
Massachusetts
$5.37K
GRP
206
Global Retirement Partners
California
$5.09K +$4 +1 +0.1%
WWP
207
WR Wealth Planners
Missouri
$4.86K +$4.63K +1,123 New
HT
208
Headlands Technologies
Illinois
$4.41K +$3.67K +890 +695%
PLU
209
Performa Ltd (US)
South Carolina
$4.28K +$1.93K +467 +792%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.16K
CSC
211
Caldwell Sutter Capital
California
$3.25K
CAL
212
Capital Advisors Ltd
Ohio
$3K
AAG
213
Armstrong Advisory Group
Massachusetts
$2.86K
HIA
214
Harbor Investment Advisory
Maryland
$2.57K
UB
215
UMB Bank
Missouri
$2.42K -$7.18K -1,742 -76%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$2.05K
CA
217
Centerpoint Advisors
Massachusetts
$2K
GI
218
GAMMA Investing
California
$1.98K -$239 -58 -11%
MWM
219
Mascoma Wealth Management
New Hampshire
$1.8K
AF
220
Advisornet Financial
Minnesota
$1.78K -$862 -209 -34%
PCA
221
Providence Capital Advisors
North Carolina
$1.77K
CFM
222
Catalyst Funds Management
Australia
$1.73K +$1.65K +400 New
FA
223
Financial Avengers
California
$1.67K +$16 +4 +1%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$1.66K +$846 +205 +115%
CTB
225
Country Trust Bank
Illinois
$1.59K +$1.51K +367 New

PBI Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2024, worth a combined $433M — down 7% from $466M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PBI positions and 26 closed out — a net gain of 11 holders — while 57 added to existing stakes and 92 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $1.77M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 247 institutional investors held Pitney Bowes (PBI) as of Q1 2024, up from 238 in Q4 2023.
  • Funds reported $433M of Pitney Bowes stock for Q1 2024, down 7% quarter-over-quarter.
  • 37 funds opened new Pitney Bowes positions in Q1 2024 and 26 closed out, a net change of +11 holders.
  • The largest Pitney Bowes buyer in Q1 2024 was Two Sigma Advisers, an estimated $1.77M added.
  • The largest Pitney Bowes seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.