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Pitney Bowes

276 hedge funds and large institutions have $757M invested in Pitney Bowes in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 91 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 17

50% more capital invested

Capital invested by funds: $504M → $757M (+$254M)

39% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $18.2M

18% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 77

17% more funds holding

Funds holding: 236276 (+40)

3.71% more ownership

Funds ownership: 55.46%59.17% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
276
Holders Change
+40
Holders Change %
+16.95%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
91
Reduced
77
Closed
17
Calls
$25.4M
Puts
$18.2M
Net Calls
+$7.19M
Net Calls Change
-$325K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$142M +$9.74M +1,443,692 +8%
BlackRock
2
BlackRock
New York
$124M +$4.41M +653,565 +4%
State Street
3
State Street
Massachusetts
$45M -$491K -72,849 -1%
Goldman Sachs
4
Goldman Sachs
New York
$28.2M -$1.62M -240,659 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$25.9M +$345K +51,093 +1%
Charles Schwab
6
Charles Schwab
California
$20.5M -$4.42M -655,275 -19%
PC
7
Permit Capital
Pennsylvania
$20.5M
CCP
8
Clifford Capital Partners
Utah
$19.5M -$6.28M -930,972 -25%
CM
9
Capital Management
Virginia
$19.4M -$9.7M -1,437,494 -35%
Northern Trust
10
Northern Trust
Illinois
$18.6M -$4M -592,973 -19%
Morgan Stanley
11
Morgan Stanley
New York
$17.6M +$3.81M +564,546 +30%
Invesco
12
Invesco
Georgia
$15.3M +$2.08M +308,104 +17%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13.9M -$1.12M -165,676 -8%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$10M -$1.52M -224,884 -14%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$8.76M +$8.01M +1,187,531 +2,894%
Group One Trading
16
Group One Trading
Illinois
$7.32M +$4.86M +720,251 +235%
CSS
17
Cubist Systematic Strategies
Connecticut
$7.23M +$3.95M +585,443 +137%
JP Morgan Chase
18
JP Morgan Chase
New York
$6.9M +$4.21M +624,878 +182%
Renaissance Technologies
19
Renaissance Technologies
New York
$6.88M +$3.01M +445,700 +86%
Bank of America
20
Bank of America
North Carolina
$5.79M +$3.81M +565,505 +229%
Two Sigma Investments
21
Two Sigma Investments
New York
$5.69M -$702K -104,038 -12%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$5.46M +$3.39M +503,283 +192%
Principal Financial Group
23
Principal Financial Group
Iowa
$5.26M -$217K -32,177 -4%
HSBC Holdings
24
HSBC Holdings
United Kingdom
$4.92M -$545K -80,754 -11%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$4.7M +$4.43M +656,900 +31,281%

PBI Hedge Fund Activity: Q3 2024 in Review

276 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pitney Bowes (PBI) for Q3 2024, worth a combined $757M — up 50% from $504M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PBI positions and 17 closed out — a net gain of 41 holders — while 91 added to existing stakes and 77 trimmed.

The largest buyer was Vanguard Group, adding an estimated $9.74M. The largest seller was Capital Management, cutting an estimated $9.7M.

  • 276 institutional investors held Pitney Bowes (PBI) as of Q3 2024, up from 236 in Q2 2024.
  • Funds reported $757M of Pitney Bowes stock for Q3 2024, up 50% quarter-over-quarter.
  • 58 funds opened new Pitney Bowes positions in Q3 2024 and 17 closed out, a net change of +41 holders.
  • The largest Pitney Bowes buyer in Q3 2024 was Vanguard Group, an estimated $9.74M added.
  • The largest Pitney Bowes seller in Q3 2024 was Capital Management, an estimated $9.7M sold.

Based on aggregated 13F filings for Q3 2024.