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Pitney Bowes

263 hedge funds and large institutions have $828M invested in Pitney Bowes in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 68 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

6% more funds holding

Funds holding: 248263 (+15)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 65.63%65.6% (-0.03%)

12% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $14.6M

17% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 82

17% less capital invested

Capital invested by funds: $1B → $828M (-$176M)

Holders
263
Holders Change
+15
Holders Change %
+6.05%
% of All Funds
4.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
68
Reduced
82
Closed
20
Calls
$12.9M
Puts
$14.6M
Net Calls
-$1.72M
Net Calls Change
-$520K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$169M -$1.28M -163,397 -0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$140M -$1.13M -144,596 -0.7%
State Street
3
State Street
Massachusetts
$42.6M -$681K -87,024 -1%
Charles Schwab
4
Charles Schwab
California
$22.8M +$91.2K +11,645 +0.4%
FCM
5
Frontier Capital Management
Massachusetts
$22.8M +$8.9M +1,136,141 +56%
Northern Trust
6
Northern Trust
Illinois
$20.5M +$5.92M +756,382 +36%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$20.4M -$210K -26,864 -0.9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.1M -$3.3M -420,996 -13%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.6M -$52.1K -6,659 -0.3%
RA
10
Royce & Associates
New York
$15.1M -$2M -255,467 -11%
MCM
11
Masters Capital Management
Georgia
$14.4M
PCMI
12
Paradigm Capital Management Inc
New York
$14.2M +$2.19M +279,100 +17%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$13.2M +$4.64M +592,002 +48%
Morgan Stanley
14
Morgan Stanley
New York
$12.2M +$2.35M +300,206 +22%
AM
15
Anqa Management
New York
$11.2M
Two Sigma Investments
16
Two Sigma Investments
New York
$10.7M +$7.01M +895,725 +151%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$10.5M +$5.74M +732,900 +101%
MVP
18
Miller Value Partners
Florida
$10.1M +$1.4M +179,075 +15%
N
19
Nuveen
North Carolina
$9.88M -$314K -40,072 -3%
Principal Financial Group
20
Principal Financial Group
Iowa
$9.56M -$622K -79,422 -6%
Goldman Sachs
21
Goldman Sachs
New York
$8.71M -$918K -117,247 -9%
SAM
22
Soviero Asset Management
New York
$7.57M -$12.9M -1,650,000 -61%
Fisher Asset Management
23
Fisher Asset Management
Washington
$7.56M +$8.21M +1,049,000 New
CM
24
Capital Management
Virginia
$7.07M +$2.44M +311,820 +47%
Millennium Management
25
Millennium Management
New York
$6.97M +$5.87M +750,141 +347%

PBI Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2021, worth a combined $828M — down 17% from $1B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PBI positions and 20 closed out — a net gain of 17 holders — while 68 added to existing stakes and 82 trimmed.

The largest buyer was Frontier Capital Management, adding an estimated $8.9M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $18.1M sold.

  • 263 institutional investors held Pitney Bowes (PBI) as of Q3 2021, up from 248 in Q2 2021.
  • Funds reported $828M of Pitney Bowes stock for Q3 2021, down 17% quarter-over-quarter.
  • 37 funds opened new Pitney Bowes positions in Q3 2021 and 20 closed out, a net change of +17 holders.
  • The largest Pitney Bowes buyer in Q3 2021 was Frontier Capital Management, an estimated $8.9M added.
  • The largest Pitney Bowes seller in Q3 2021 was Arrowstreet Capital, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2021.