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Pitney Bowes

236 hedge funds and large institutions have $504M invested in Pitney Bowes in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $4.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $433M → $504M (+$70.6M)

1.19% less ownership

Funds ownership: 56.65%55.46% (-1.2%)

4% less funds holding

Funds holding: 247236 (-11)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
236
Holders Change
-11
Holders Change %
-4.45%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
86
Reduced
72
Closed
33
Calls
$11.9M
Puts
$4.38M
Net Calls
+$7.51M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Advisors Ltd
Ohio
$4K
CSC
202
Caldwell Sutter Capital
California
$3.81K
AAG
203
Armstrong Advisory Group
Massachusetts
$3.37K +$67 +14 +2%
HIA
204
Harbor Investment Advisory
Maryland
$3.01K
GI
205
GAMMA Investing
California
$2.51K +$172 +36 +8%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$2.5K +$516 +108 +28%
LCS
207
Levin Capital Strategies
New York
$2.27K -$47.8K -10,000 -96%
MWM
208
Mascoma Wealth Management
New Hampshire
$2.11K
AF
209
Advisornet Financial
Minnesota
$2.09K
PCA
210
Providence Capital Advisors
North Carolina
$2.07K
FA
211
Financial Avengers
California
$2.03K +$19 +4 +1%
CA
212
Centerpoint Advisors
Massachusetts
$2K
CTB
213
Country Trust Bank
Illinois
$1.86K
CIAS
214
CBIZ Investment Advisory Services
Ohio
$1.5K
Russell Investments Group
215
Russell Investments Group
United Kingdom
$1.45K +$716 +150 +111%
PLU
216
Performa Ltd (US)
South Carolina
$1.4K -$2.44K -511 -97%
NA
217
NewEdge Advisors
Louisiana
$1.2K
CPG
218
Cornerstone Planning Group
New Jersey
$1.16K +$10 +2 +1%
IC
219
Innealta Capital
Texas
$919 +$864 +181 New
UB
220
UMB Bank
Missouri
$909 -$1.81K -379 -68%
AF
221
Allworth Financial
California
$852 +$10 +2 +2%
MA
222
Montag & Associates
Georgia
$844
PWMG
223
Private Wealth Management Group
New Jersey
$671
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$625
DFA
225
DHJJ Financial Advisors
Illinois
$559

PBI Hedge Fund Activity: Q2 2024 in Review

236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2024, worth a combined $504M — up 16% from $433M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBI and 27 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 86 added.

The largest buyer was Goldman Sachs, adding an estimated $5.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.77M.

  • 236 institutional investors held Pitney Bowes (PBI) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $504M of Pitney Bowes stock for Q2 2024, up 16% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q2 2024 was Goldman Sachs, an estimated $5.1M added.
  • The largest Pitney Bowes seller in Q2 2024 was Dimensional Fund Advisors, an estimated $5.77M sold.

Based on aggregated 13F filings for Q2 2024.