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Pitney Bowes

263 hedge funds and large institutions have $262M invested in Pitney Bowes in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 82 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $6.21M | Put options by funds: $2.73M

11% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 82

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.8% less ownership

Funds ownership: 66.91%65.12% (-1.8%)

3% less funds holding

Funds holding: 270263 (-7)

16% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 38

37% less capital invested

Capital invested by funds: $418M → $262M (-$156M)

Holders
263
Holders Change
-7
Holders Change %
-2.59%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
91
Reduced
82
Closed
38
Calls
$6.21M
Puts
$2.73M
Net Calls
+$3.48M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$43M -$992K -309,001 -2%
BlackRock
2
BlackRock
New York
$39.9M -$399K -124,224 -0.7%
State Street
3
State Street
Massachusetts
$14.6M -$512K -159,536 -2%
Goldman Sachs
4
Goldman Sachs
New York
$11.9M -$2.81M -875,356 -15%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$10.1M +$3.12M +971,768 +29%
Charles Schwab
6
Charles Schwab
California
$9.54M +$1.63M +509,068 +14%
CM
7
Capital Management
Virginia
$6.83M +$2.5M +779,720 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.8M +$282K +87,813 +3%
Northern Trust
9
Northern Trust
Illinois
$6.62M +$224K +69,888 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$5.81M +$57.5K +17,909 +0.7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$5.13M -$3.42M -1,066,225 -33%
Morgan Stanley
12
Morgan Stanley
New York
$4.62M +$1.79M +556,947 +39%
PC
13
Permit Capital
Pennsylvania
$4.22M +$321K +100,000 +6%
MCM
14
Masters Capital Management
Georgia
$4.19M -$963K -300,000 -14%
AM
15
Anqa Management
New York
$3.96M +$468K +145,864 +9%
PCMI
16
Paradigm Capital Management Inc
New York
$3.82M +$1.26M +394,000 +32%
Fisher Asset Management
17
Fisher Asset Management
Washington
$3.62M +$2.23K +694 +0%
Invesco
18
Invesco
Georgia
$3.36M +$1.04M +324,786 +29%
Victory Capital Management
19
Victory Capital Management
Texas
$3.16M -$1.07M -332,004 -20%
BCA
20
Boundary Creek Advisors
New York
$3M +$1.41M +438,119 +52%
CCP
21
Clifford Capital Partners
Utah
$2.85M +$38.1K +11,887 +1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$2.51M -$185K -57,599 -5%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.38M +$2.4M +747,006 +273%
Principal Financial Group
24
Principal Financial Group
Iowa
$2.34M -$63K -19,621 -2%
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$2.28M +$2.82M +878,590 +889%

PBI Hedge Fund Activity: Q3 2022 in Review

263 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2022, worth a combined $262M — down 37% from $418M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of PBI and 32 opened new positions — a net loss of 6 holders — while 82 trimmed existing stakes and 91 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $3.12M. The largest seller was EMG Holdings, exiting entirely with an estimated $4.21M sold.

  • 263 institutional investors held Pitney Bowes (PBI) as of Q3 2022, down from 270 in Q2 2022.
  • Funds reported $262M of Pitney Bowes stock for Q3 2022, down 37% quarter-over-quarter.
  • 32 funds opened new Pitney Bowes positions in Q3 2022 and 38 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q3 2022 was D.E. Shaw & Co, an estimated $3.12M added.
  • The largest Pitney Bowes seller in Q3 2022 was EMG Holdings, an estimated $4.21M sold.

Based on aggregated 13F filings for Q3 2022.