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Pitney Bowes
PBI

284 hedge funds and large institutions have $910M invested in Pitney Bowes in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $17.4M

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

20% more capital invested

Capital invested by funds: $757M → $910M (+$152M)

9.97% more ownership

Funds ownership: 59.17% → 69.14% (+10%)

3% more funds holding

Funds holding: 276 → 284 (+8)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
284
Holders Change
+8
Holders Change %
+2.9%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
38
Increased
99
Reduced
91
Closed
27
Calls
$25.8M
Puts
$17.4M
Net Calls
+$8.36M
Net Calls Change
+$1.17M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.66M
2
First Trust Advisors
First Trust Advisors
Illinois
+$6.41M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.27M
4
UBS Group
UBS Group
Switzerland
+$5.7M
5
Millennium Management
Millennium Management
New York
+$4.79M

Top Sellers

1
CSS
Cubist Systematic Strategies
Connecticut
-$7.23M
2
CCP
Clifford Capital Partners
Utah
-$5.87M
3
Charles Schwab
Charles Schwab
California
-$4.27M
4
Group One Trading
Group One Trading
Illinois
-$3.75M
5
PC
Permit Capital
Pennsylvania
-$3.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$125K – – –
AIP
202
Ameritas Investment Partners
Nebraska
$114K – – –
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$113K -$490 -66 -0.4%
CGH
204
Crossmark Global Holdings
Texas
$110K – – –
CWM
205
CIBC World Markets
New York
$110K +$113K +15,183 New
MHC
206
Meyer Handelman Company
New York
$109K – – –
Baird Financial Group
207
Baird Financial Group
Wisconsin
$108K -$7.65K -1,029 -6%
PA
208
PharVision Advisers
Florida
$107K +$110K +14,793 New
FTWA
209
Fifth Third Wealth Advisors
Ohio
$106K – – –
Mariner
210
Mariner
Kansas
$104K -$3.33K -448 -3%
X
211
Xponance
Pennsylvania
$103K +$28.5K +3,837 +37%
CLA
212
Carnegie Lake Advisors
New Jersey
$102K -$6.13K -825 -6%
Russell Investments Group
213
Russell Investments Group
United Kingdom
$99.1K -$42.4K -5,701 -29%
NBWM
214
North Berkeley Wealth Management
California
$98.5K +$101K +13,600 New
Cerity Partners
215
Cerity Partners
New York
$91.2K -$9.31K -1,253 -9%
NP
216
NorthRock Partners
Minnesota
$86.9K -$13.3K -1,792 -13%
TC
217
Truvestments Capital
Florida
$86.9K – – –
SC
218
Syon Capital
California
$81.5K +$4.7K +633 +6%
PI
219
PFG Investments
New York
$81.4K -$39.1K -5,255 -32%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$79.8K -$30.3K -4,077 -27%
EAM
221
Evanson Asset Management
California
$79.1K +$520 +70 +0.6%
SOW
222
State of Wyoming
Wyoming
$78.4K -$416K -55,917 -84%
VPIM
223
Vanguard Personalized Indexing Management
California
$77.4K +$751 +101 +1%
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$77.1K -$535 -72 -0.7%
SWP
225
Stratos Wealth Partners
Ohio
$74.2K -$2.72K -366 -3%
7 8
9
10 11

PBI Hedge Fund Activity: Q4 2024 in Review

284 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2024, worth a combined $910M — up 20% from $757M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PBI positions and 27 closed out — a net gain of 11 holders — while 99 added to existing stakes and 91 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.66M. The largest seller was Cubist Systematic Strategies, exiting entirely with an estimated $7.23M sold.

  • 284 institutional investors held Pitney Bowes (PBI) as of Q4 2024, up from 276 in Q3 2024.
  • Funds reported $910M of Pitney Bowes stock for Q4 2024, up 20% quarter-over-quarter.
  • 38 funds opened new Pitney Bowes positions in Q4 2024 and 27 closed out, a net change of +11 holders.
  • The largest Pitney Bowes buyer in Q4 2024 was Vanguard Group, an estimated $9.66M added.
  • The largest Pitney Bowes seller in Q4 2024 was Cubist Systematic Strategies, an estimated $7.23M sold.

Based on aggregated 13F filings for Q4 2024.