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Pitney Bowes

270 hedge funds and large institutions have $418M invested in Pitney Bowes in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

37% more call options, than puts

Call options by funds: $8.34M | Put options by funds: $6.09M

5% more funds holding

Funds holding: 258270 (+12)

0.59% more ownership

Funds ownership: 66.32%66.91% (+0.59%)

14% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 88

30% less capital invested

Capital invested by funds: $594M → $418M (-$176M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
270
Holders Change
+12
Holders Change %
+4.65%
% of All Funds
4.55%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
40
Increased
76
Reduced
88
Closed
23
Calls
$8.34M
Puts
$6.09M
Net Calls
+$2.25M
Net Calls Change
+$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$68M -$5.37M -1,177,085 -6%
BlackRock
2
BlackRock
New York
$62.4M -$21K -4,609 -0%
State Street
3
State Street
Massachusetts
$23.2M +$593K +130,138 +2%
Goldman Sachs
4
Goldman Sachs
New York
$21.7M +$7.8M +1,711,020 +40%
Charles Schwab
5
Charles Schwab
California
$13M +$1.03M +226,772 +7%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$12.1M +$1.27M +278,456 +9%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$11.8M +$1.68M +367,659 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$10.2M +$591K +129,684 +5%
Northern Trust
9
Northern Trust
Illinois
$10M -$564K -123,717 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.96M -$111K -24,444 -1%
CM
11
Capital Management
Virginia
$7.78M +$2.53M +554,230 +35%
MCM
12
Masters Capital Management
Georgia
$7.6M -$1.6M -350,000 -14%
MVP
13
Miller Value Partners
Florida
$6.43M +$301K +65,975 +4%
PC
14
Permit Capital
Pennsylvania
$6.19M +$501K +110,000 +7%
Victory Capital Management
15
Victory Capital Management
Texas
$6.11M +$1.01M +221,443 +15%
AM
16
Anqa Management
New York
$5.62M
Fisher Asset Management
17
Fisher Asset Management
Washington
$5.62M +$4.1K +900 +0.1%
Morgan Stanley
18
Morgan Stanley
New York
$5.16M +$1.73M +379,006 +36%
Renaissance Technologies
19
Renaissance Technologies
New York
$4.98M -$1.8M -393,929 -22%
Millennium Management
20
Millennium Management
New York
$4.77M -$1.3M -284,131 -18%
PCMI
21
Paradigm Capital Management Inc
New York
$4.51M +$1.97M +432,600 +53%
CCP
22
Clifford Capital Partners
Utah
$4.39M +$1.91M +419,613 +53%
EH
23
EMG Holdings
Connecticut
$4.21M +$291K +63,747 +6%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$4.11M +$5.18M +1,135,426 New
Invesco
25
Invesco
Georgia
$4.05M +$252K +55,371 +5%

PBI Hedge Fund Activity: Q2 2022 in Review

270 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2022, worth a combined $418M — down 30% from $594M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 23 closed out — a net gain of 17 holders — while 76 added to existing stakes and 88 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $7.8M. The largest seller was Royce & Associates, cutting an estimated $7.82M.

  • 270 institutional investors held Pitney Bowes (PBI) as of Q2 2022, up from 258 in Q1 2022.
  • Funds reported $418M of Pitney Bowes stock for Q2 2022, down 30% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q2 2022 and 23 closed out, a net change of +17 holders.
  • The largest Pitney Bowes buyer in Q2 2022 was Goldman Sachs, an estimated $7.8M added.
  • The largest Pitney Bowes seller in Q2 2022 was Royce & Associates, an estimated $7.82M sold.

Based on aggregated 13F filings for Q2 2022.