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Pitney Bowes

238 hedge funds and large institutions have $466M invested in Pitney Bowes in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

48% more capital invested

Capital invested by funds: $315M → $466M (+$151M)

7% more funds holding

Funds holding: 223238 (+15)

0.77% more ownership

Funds ownership: 59.28%60.05% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 74

58% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $5.97M

Holders
238
Holders Change
+15
Holders Change %
+6.73%
% of All Funds
3.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
35
Increased
66
Reduced
74
Closed
16
Calls
$2.53M
Puts
$5.97M
Net Calls
-$3.44M
Net Calls Change
-$640K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$81.2M -$689K -177,580 -1%
BlackRock
2
BlackRock
New York
$75.2M +$451K +116,440 +0.7%
State Street
3
State Street
Massachusetts
$27.9M +$713K +183,784 +3%
CCP
4
Clifford Capital Partners
Utah
$18.8M -$578K -149,043 -3%
CM
5
Capital Management
Virginia
$18.5M -$1.28M -329,105 -7%
Morgan Stanley
6
Morgan Stanley
New York
$18.1M +$8.14M +2,098,418 +104%
Charles Schwab
7
Charles Schwab
California
$17.9M -$611K -157,583 -4%
Northern Trust
8
Northern Trust
Illinois
$17.7M -$806K -207,841 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$15.3M +$644K +166,110 +5%
PC
10
Permit Capital
Pennsylvania
$14.3M
Goldman Sachs
11
Goldman Sachs
New York
$12.4M +$1.09M +281,958 +11%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$12.2M -$919K -237,121 -8%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$9.37M -$1.96M -504,945 -19%
Invesco
14
Invesco
Georgia
$9.33M -$2.38M -612,688 -22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.23M -$802K -206,754 -9%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$7.65M +$4.2M +1,082,506 +165%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$4.14M +$1.36M +349,599 +58%
Principal Financial Group
18
Principal Financial Group
Iowa
$3.52M -$87.9K -22,669 -3%
KCM
19
Kornitzer Capital Management
Kansas
$3.28M -$202K -52,200 -7%
WIM
20
Westside Investment Management
California
$3.24M -$111K -28,550 -4%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$3.17M -$34.3K -8,835 -1%
N
22
Nuveen
North Carolina
$2.94M +$776K +200,132 +43%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.44M +$928K +239,340 +76%
GI
24
GAMCO Investors
Connecticut
$2.32M +$11.6K +3,000 +0.6%
GFA
25
Gifford Fong Associates
California
$2.25M

PBI Hedge Fund Activity: Q4 2023 in Review

238 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q4 2023, worth a combined $466M — up 48% from $315M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PBI positions and 16 closed out — a net gain of 19 holders — while 66 added to existing stakes and 74 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.14M. The largest seller was Invesco, cutting an estimated $2.38M.

  • 238 institutional investors held Pitney Bowes (PBI) as of Q4 2023, up from 223 in Q3 2023.
  • Funds reported $466M of Pitney Bowes stock for Q4 2023, up 48% quarter-over-quarter.
  • 35 funds opened new Pitney Bowes positions in Q4 2023 and 16 closed out, a net change of +19 holders.
  • The largest Pitney Bowes buyer in Q4 2023 was Morgan Stanley, an estimated $8.14M added.
  • The largest Pitney Bowes seller in Q4 2023 was Invesco, an estimated $2.38M sold.

Based on aggregated 13F filings for Q4 2023.