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
↓ -7
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 buying169 selling
Last quarter: 169 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: 50 → 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 → 50 → 48 → 54 → 50 new funds/Q
New funds entering each quarter: 50 → 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.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
48 of 317 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 169 reduced or exited (112 trimmed, 57 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in PBI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 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

-- --

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

Is It Too Late to Buy Pitney Bowes Inc (PBI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PBI has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
PBI
+54.3%
XLI
+10.2%

PBI outperformed XLI by +44.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
PBI
+8.9%
XLI
+3.9%

Since the filing became public, PBI outperformed XLI by +5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
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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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 80.91% 8,155,805 $90.1M
2 Permit Capital, LLC 13.14% 3,500,000 $38.7M
3 Saber Capital Managment, LLC 9.10% 1,108,765 $12.3M
4 Capital Management Corp /Va 5.08% 2,689,543 $29.7M
5 Evergreen Wealth Management, LLC 3.98% 698,165 $7.7M
6 Long Corridor Asset Management Ltd 3.01% 1,120,000 $12.4M
7 Solidarity Wealth, LLC 1.58% 746,833 $8.3M
8 Westside Investment Management, Inc. 1.04% 614,014 $6.8M
9 III Capital Management 0.50% 154,442 $1.7M
10 Diametric Capital, LP 0.45% 157,828 $1.7M
11 SummerHaven Investment Management, LLC 0.45% 66,412 $734K
12 Hennessy Advisors Inc 0.39% 975,500 $10.8M
13 Olympiad Research LP 0.39% 11,498 $127K
14 Teton Advisors, LLC 0.35% 45,000 $497K
15 Saber Capital Managment, LLC 0.34% 41,200 $455K
16 Silver Lake Advisory, LLC 0.34% 76,928 $850K
17 Wealth Effects LLC 0.24% 61,000 $674K
18 Mizuho Markets Americas LLC 0.21% 692,308 $7.7M
19 Optimist Retirement Group LLC 0.21% 42,067 $465K
20 EntryPoint Capital, LLC 0.20% 63,142 $698K
21 Denali Advisors LLC 0.18% 149,840 $1.7M
22 TSP Capital Management Group, LLC 0.17% 62,800 $694K
23 New Vernon Capital Holdings II LLC 0.16% 19,842 $219K
24 Ruffer LLP 0.15% 328,645 $3.6M
25 XTX Topco Ltd 0.12% 635,919 $7.0M
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: 169 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?

Strong quality — 35% AUM from major funds: 48 of 317 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Is it too late to buy Pitney Bowes Inc (PBI) following the 2026 Q1 hedge fund 13F filings?

As of today, PBI has moved +8.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLI sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), PBI has gained +54.3% vs +10.2% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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