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Pitney Bowes

235 hedge funds and large institutions have $385M invested in Pitney Bowes in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 75 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 68

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.25% less ownership

Funds ownership: 62.22%61.97% (-0.25%)

9% less capital invested

Capital invested by funds: $424M → $385M (-$38.6M)

10% less funds holding

Funds holding: 261235 (-26)

23% less call options, than puts

Call options by funds: $3.61M | Put options by funds: $4.69M

60% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 42

Holders
235
Holders Change
-26
Holders Change %
-9.96%
% of All Funds
3.69%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
75
Reduced
68
Closed
42
Calls
$3.61M
Puts
$4.69M
Net Calls
-$1.08M
Net Calls Change
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.9M +$1.12M +323,199 +2%
BlackRock
2
BlackRock
New York
$60.7M +$128K +37,031 +0.2%
State Street
3
State Street
Massachusetts
$22.6M -$136K -39,359 -0.6%
Charles Schwab
4
Charles Schwab
California
$15.9M +$229K +66,149 +1%
CM
5
Capital Management
Virginia
$15.7M +$3.3M +953,485 +27%
Northern Trust
6
Northern Trust
Illinois
$13.4M -$382K -110,187 -3%
CCP
7
Clifford Capital Partners
Utah
$12.3M +$1.83M +527,999 +18%
Goldman Sachs
8
Goldman Sachs
New York
$12M -$1.7M -492,026 -13%
PC
9
Permit Capital
Pennsylvania
$11.5M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.5M +$532K +153,484 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$10.5M +$1.15M +331,103 +13%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$9.79M -$864K -249,238 -8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.64M -$349K -100,605 -4%
Invesco
14
Invesco
Georgia
$8.53M +$93.5K +26,971 +1%
Fisher Asset Management
15
Fisher Asset Management
Washington
$7.24M
Morgan Stanley
16
Morgan Stanley
New York
$6.77M +$311K +89,755 +5%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$4.96M +$4.36M +1,257,694 +874%
Renaissance Technologies
18
Renaissance Technologies
New York
$4.34M -$1.02M -293,900 -19%
AM
19
Anqa Management
New York
$3.59M
MCM
20
Masters Capital Management
Georgia
$3.54M -$3.47M -1,000,000 -50%
Principal Financial Group
21
Principal Financial Group
Iowa
$3.3M -$161K -46,586 -5%
KCM
22
Kornitzer Capital Management
Kansas
$2.9M -$45.6K -13,150 -2%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$2.85M -$660K -190,330 -19%
WIM
24
Westside Investment Management
California
$2.49M +$69.3K +20,000 +3%
N
25
Nuveen
North Carolina
$2.41M +$30.1K +8,693 +1%

PBI Hedge Fund Activity: Q2 2023 in Review

235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2023, worth a combined $385M — down 9.1% from $424M a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of PBI and 17 opened new positions — a net loss of 25 holders — while 68 trimmed existing stakes and 75 added.

The largest buyer was Assenagon Asset Management, adding an estimated $4.36M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $4.03M sold.

  • 235 institutional investors held Pitney Bowes (PBI) as of Q2 2023, down from 261 in Q1 2023.
  • Funds reported $385M of Pitney Bowes stock for Q2 2023, down 9.1% quarter-over-quarter.
  • 17 funds opened new Pitney Bowes positions in Q2 2023 and 42 closed out, a net change of -25 holders.
  • The largest Pitney Bowes buyer in Q2 2023 was Assenagon Asset Management, an estimated $4.36M added.
  • The largest Pitney Bowes seller in Q2 2023 was Arrowstreet Capital, an estimated $4.03M sold.

Based on aggregated 13F filings for Q2 2023.