Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pitney Bowes Inc (PBI)

316 + Investors. Track Smart Money conviction in PBI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — PBI

Based on 317 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
317 hedge funds hold PBI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PBI is almost the same as a year ago (+6 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

156 buying170 selling
Last quarter: 170 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 51 → 48 → 54 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
194 out of 317 hedge funds have held PBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~50 new funds/quarter

71 → 51 → 48 → 54 → 50 new funds/Q
New funds entering each quarter: 51 → 48 → 54 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 24% newcomers

■ 69% veterans ■ 7% 1-2yr ■ 24% new
Entry-cohort mix of 332 holders: 230 (69%) are 2+ year veterans, 23 entered 1–2 years ago, and 79 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
50 of 317 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PBI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PBI

In 2026 Q1, 156 hedge funds were net buyers of PBI (50 opened a new position, 106 added to an existing one), while 170 reduced or exited (112 trimmed, 58 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in PBI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 317.

Hedge Fund Ownership: PBI

How many hedge funds hold PBI — quarterly history vs. share price
Quarterly hedge fund ownership of PBI vs. share price

Market Analysis: PBI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 1 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: PBI
2026 Q2 Stats Unlock in 1 days 316 + Investors

Track Smart Money conviction in PBI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 316 324 -2.47%
13F Shares 121M 129M -6.19%
Total Value $1.25B $1.35B -7.94%
New Positions 49 54 -5
Increased Positions 98 78 +20
Closed Positions 57 50 +7
Reduced Positions 110 138 -28
Total Calls 8 10 -20.0%
Total Puts 7 7 -
PUT/CALL Ratio 0.88 0.7 Neutral

Statistics: PBI

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Institutional Holders (2026 Q2)

316 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PBI. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 PBI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hestia Capital Management, LLC 78.97% 3,403,420 $59.6M
2 Permit Capital, LLC 17.16% 3,500,000 $61.3M
3 Saber Capital Managment, LLC 11.13% 934,244 $16.4M
4 Capital Management Corp /Va 6.29% 2,393,573 $41.9M
5 Evergreen Wealth Management, LLC 4.97% 605,375 $10.6M
6 Solidarity Wealth, LLC 2.23% 732,433 $12.8M
7 Westside Investment Management, Inc. 1.38% 601,715 $10.5M
8 SummerHaven Investment Management, LLC 0.62% 66,412 $1.2M
9 Silver Lake Advisory, LLC 0.48% 76,110 $1.3M
10 Teton Advisors, LLC 0.46% 45,000 $788K
11 Integrated Quantitative Investments LLC 0.42% 145,087 $2.5M
12 Unifi Asset Management LP 0.38% 52,750 $558K
13 Hennessy Advisors Inc 0.33% 594,900 $10.4M
14 Informed Momentum Co LLC 0.32% 207,422 $3.6M
15 Denali Advisors LLC 0.26% 149,840 $2.6M
16 TSP Capital Management Group, LLC 0.26% 61,300 $1.1M
17 Wealth Effects LLC 0.24% 51,000 $894K
18 Whalen Wealth Management Inc. 0.24% 30,005 $526K
19 New Vernon Capital Holdings II LLC 0.19% 19,842 $348K
20 Mizuho Markets Americas LLC 0.16% 598,003 $10.5M
21 Trail Ridge Investment Advisors, LLC 0.16% 21,644 $379K
22 American Assets Investment Management, LLC 0.14% 130,000 $2.3M
23 iSAM Funds (UK) Ltd 0.13% 10,600 $186K
24 Systematic Alpha Investments, LLC 0.13% 275,000 $4.8M
25 Ironwood Investment Management LLC 0.13% 21,179 $371K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pitney Bowes Inc (PBI)

What does the Smart Money Trend signal show for PBI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PBI?

More sellers than buyers — 48% buying: Last quarter: 170 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PBI holders?

Elite ownership — 48% AUM from top-100 funds: 50 of 317 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PBI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PBI?

61% of holders stayed for 2+ years: 194 out of 317 hedge funds have held PBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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