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Pitney Bowes

236 hedge funds and large institutions have $504M invested in Pitney Bowes in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $4.38M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 72

16% more capital invested

Capital invested by funds: $433M → $504M (+$70.6M)

1.19% less ownership

Funds ownership: 56.65%55.46% (-1.2%)

4% less funds holding

Funds holding: 247236 (-11)

18% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 33

Holders
236
Holders Change
-11
Holders Change %
-4.45%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
86
Reduced
72
Closed
33
Calls
$11.9M
Puts
$4.38M
Net Calls
+$7.51M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$93.6M +$851K +178,165 +1%
BlackRock
2
BlackRock
New York
$85.2M -$1.42M -297,008 -2%
State Street
3
State Street
Massachusetts
$32.4M -$139K -29,148 -0.5%
Goldman Sachs
4
Goldman Sachs
New York
$21.3M +$5.1M +1,068,926 +34%
CM
5
Capital Management
Virginia
$21.1M +$3.74M +783,042 +23%
CCP
6
Clifford Capital Partners
Utah
$18.6M -$2.13M -446,723 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$18.2M -$92.5K -19,363 -0.5%
Charles Schwab
8
Charles Schwab
California
$17.9M -$3M -627,803 -15%
Northern Trust
9
Northern Trust
Illinois
$16.2M -$2.82M -589,850 -16%
PC
10
Permit Capital
Pennsylvania
$14.6M -$1.84M -385,000 -12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.8M +$104K +21,811 +1%
Morgan Stanley
12
Morgan Stanley
New York
$9.65M -$767K -160,578 -8%
Invesco
13
Invesco
Georgia
$9.33M -$2.47M -516,235 -22%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$8.27M +$329K +68,880 +4%
Lazard Asset Management
15
Lazard Asset Management
New York
$4.82M +$4.52M +946,240 +45,016%
Two Sigma Investments
16
Two Sigma Investments
New York
$4.58M +$689K +144,339 +19%
Principal Financial Group
17
Principal Financial Group
Iowa
$3.91M -$156K -32,607 -4%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$3.88M -$695K -145,628 -16%
Marshall Wace
19
Marshall Wace
United Kingdom
$3.59M +$2.4M +503,378 +248%
N
20
Nuveen
North Carolina
$3.42M -$23.5K -4,917 -0.7%
WIM
21
Westside Investment Management
California
$3.19M -$132K -27,725 -4%
Jane Street
22
Jane Street
New York
$3.11M +$2.1M +439,276 +255%
KCM
23
Kornitzer Capital Management
Kansas
$3.08M -$374K -78,388 -11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.03M -$586K -122,752 -17%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$2.67M -$150K -31,400 -6%

PBI Hedge Fund Activity: Q2 2024 in Review

236 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q2 2024, worth a combined $504M — up 16% from $433M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PBI and 27 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 86 added.

The largest buyer was Goldman Sachs, adding an estimated $5.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $5.77M.

  • 236 institutional investors held Pitney Bowes (PBI) as of Q2 2024, down from 247 in Q1 2024.
  • Funds reported $504M of Pitney Bowes stock for Q2 2024, up 16% quarter-over-quarter.
  • 27 funds opened new Pitney Bowes positions in Q2 2024 and 33 closed out, a net change of -6 holders.
  • The largest Pitney Bowes buyer in Q2 2024 was Goldman Sachs, an estimated $5.1M added.
  • The largest Pitney Bowes seller in Q2 2024 was Dimensional Fund Advisors, an estimated $5.77M sold.

Based on aggregated 13F filings for Q2 2024.