We are live on ! Find out more
PBI icon

Pitney Bowes

247 hedge funds and large institutions have $433M invested in Pitney Bowes in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 57 increasing their positions, 92 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $7.28M | Put options by funds: $3.39M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

4% more funds holding

Funds holding: 238247 (+9)

3.4% less ownership

Funds ownership: 60.05%56.65% (-3.4%)

7% less capital invested

Capital invested by funds: $466M → $433M (-$32.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 92

Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
37
Increased
57
Reduced
92
Closed
26
Calls
$7.28M
Puts
$3.39M
Net Calls
+$3.89M
Net Calls Change
+$7.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$79M -$844K -204,543 -1%
BlackRock
2
BlackRock
New York
$73.9M -$76.6K -18,582 -0.1%
State Street
3
State Street
Massachusetts
$27.8M +$282K +68,303 +1%
Charles Schwab
4
Charles Schwab
California
$18M +$394K +95,615 +2%
CCP
5
Clifford Capital Partners
Utah
$17.8M -$691K -167,614 -4%
Northern Trust
6
Northern Trust
Illinois
$16.4M -$978K -237,127 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.6M +$528K +127,899 +4%
CM
8
Capital Management
Virginia
$14.6M -$3.44M -834,360 -20%
PC
9
Permit Capital
Pennsylvania
$14.1M
Goldman Sachs
10
Goldman Sachs
New York
$13.6M +$1.32M +319,033 +11%
Invesco
11
Invesco
Georgia
$10.2M +$962K +233,290 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.07M -$7.27K -1,763 -0.1%
Morgan Stanley
13
Morgan Stanley
New York
$8.92M -$8.46M -2,050,548 -50%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$6.82M -$4.97M -1,204,308 -43%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$6.75M -$2.35M -569,677 -27%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$3.95M -$154K -37,335 -4%
Principal Financial Group
17
Principal Financial Group
Iowa
$3.47M +$7.45K +1,805 +0.2%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.28M +$1.71M +413,590 +120%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.11M -$9.3K -2,256 -0.3%
KCM
20
Kornitzer Capital Management
Kansas
$2.97M -$244K -59,250 -8%
N
21
Nuveen
North Carolina
$2.93M +$36.8K +8,913 +1%
WIM
22
Westside Investment Management
California
$2.84M -$337K -81,800 -11%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$2.41M +$1.77M +430,300 +341%
GI
24
GAMCO Investors
Connecticut
$2.25M -$28.9K -7,000 -1%
GFA
25
Gifford Fong Associates
California
$2.21M

PBI Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q1 2024, worth a combined $433M — down 7% from $466M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PBI positions and 26 closed out — a net gain of 11 holders — while 57 added to existing stakes and 92 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $1.77M. The largest seller was Morgan Stanley, cutting an estimated $8.46M.

  • 247 institutional investors held Pitney Bowes (PBI) as of Q1 2024, up from 238 in Q4 2023.
  • Funds reported $433M of Pitney Bowes stock for Q1 2024, down 7% quarter-over-quarter.
  • 37 funds opened new Pitney Bowes positions in Q1 2024 and 26 closed out, a net change of +11 holders.
  • The largest Pitney Bowes buyer in Q1 2024 was Two Sigma Advisers, an estimated $1.77M added.
  • The largest Pitney Bowes seller in Q1 2024 was Morgan Stanley, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2024.