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Pitney Bowes

269 hedge funds and large institutions have $410M invested in Pitney Bowes in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $10.3M | Put options by funds: $2.83M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

56% more capital invested

Capital invested by funds: $262M → $410M (+$148M)

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

2% more funds holding

Funds holding: 263269 (+6)

1.49% less ownership

Funds ownership: 65.12%63.63% (-1.5%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
269
Holders Change
+6
Holders Change %
+2.28%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
40
Increased
73
Reduced
97
Closed
32
Calls
$10.3M
Puts
$2.83M
Net Calls
+$7.5M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$69.3M -$818K -242,802 -1%
BlackRock
2
BlackRock
New York
$65.1M -$12.7K -3,754 -0%
State Street
3
State Street
Massachusetts
$24.5M +$687K +203,746 +3%
Goldman Sachs
4
Goldman Sachs
New York
$18.5M -$821K -243,462 -5%
Charles Schwab
5
Charles Schwab
California
$16.7M +$997K +295,662 +7%
Northern Trust
6
Northern Trust
Illinois
$14.3M +$3.13M +927,306 +33%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$13.5M -$2.63M -781,125 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.3M +$186K +55,094 +2%
CCP
9
Clifford Capital Partners
Utah
$10.8M +$5.48M +1,626,794 +133%
CM
10
Capital Management
Virginia
$10.7M -$422K -125,181 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.1M +$571K +169,408 +7%
PC
12
Permit Capital
Pennsylvania
$9.03M +$1.91M +567,615 +31%
MCM
13
Masters Capital Management
Georgia
$7.6M +$674K +200,000 +11%
Invesco
14
Invesco
Georgia
$7.03M +$1.37M +405,605 +28%
Morgan Stanley
15
Morgan Stanley
New York
$6.76M -$684K -202,850 -10%
AM
16
Anqa Management
New York
$6.09M -$318K -94,325 -6%
PCMI
17
Paradigm Capital Management Inc
New York
$6.09M -$125K -37,200 -2%
Fisher Asset Management
18
Fisher Asset Management
Washington
$5.9M
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$5.89M +$1.59M +471,172 +44%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.35M +$1.65M +490,479 +75%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.8M -$14.3K -4,231 -0.4%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$3.65M +$1.99M +591,713 +159%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$3.63M -$79K -23,442 -2%
KCM
24
Kornitzer Capital Management
Kansas
$3.2M -$38.8K -11,515 -1%
N
25
Nuveen
North Carolina
$2.93M -$604K -179,337 -19%

PBI Hedge Fund Activity: Q4 2022 in Review

269 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2022, worth a combined $410M — up 56% from $262M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new PBI positions and 32 closed out — a net gain of 8 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Clifford Capital Partners, adding an estimated $5.48M. The largest seller was Victory Capital Management, cutting an estimated $4.44M.

  • 269 institutional investors held Pitney Bowes (PBI) as of Q4 2022, up from 263 in Q3 2022.
  • Funds reported $410M of Pitney Bowes stock for Q4 2022, up 56% quarter-over-quarter.
  • 40 funds opened new Pitney Bowes positions in Q4 2022 and 32 closed out, a net change of +8 holders.
  • The largest Pitney Bowes buyer in Q4 2022 was Clifford Capital Partners, an estimated $5.48M added.
  • The largest Pitney Bowes seller in Q4 2022 was Victory Capital Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2022.