We are live on ! Find out more
BNY

Bank of New York Mellon

902 hedge funds and large institutions have $37.9B invested in Bank of New York Mellon in 2015 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 262 increasing their positions, 339 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 51

34% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $70.5M

6% more funds holding

Funds holding: 854902 (+48)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

2% more capital invested

Capital invested by funds: $37.1B → $37.9B (+$810M)

2.07% less ownership

Funds ownership: 82.74%80.66% (-2.1%)

23% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 339

Holders
902
Holders Change
+48
Holders Change %
+5.62%
% of All Funds
24.29%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.27%
New
113
Increased
262
Reduced
339
Closed
51
Calls
$94.4M
Puts
$70.5M
Net Calls
+$23.9M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
BlueMar Capital Management
Florida
$10.3M +$2.25M +52,800 +27%
OCM
227
Olstein Capital Management
New York
$9.9M
RJA
228
Raymond James & Associates
Florida
$9.85M -$134K -3,149 -1%
FAF
229
Fjarde Ap-fonden
Sweden
$9.84M -$706K -16,561 -7%
MBI
230
Montrusco Bolton Investments
Quebec, Canada
$9.68M -$692K -16,250 -7%
CIM
231
Calvert Investment Management
Maryland
$9.64M -$987K -23,173 -9%
CI
232
Cowen Inc
New York
$9.57M -$694K -16,282 -7%
MRCM
233
M&R Capital Management
New Jersey
$9.52M -$115K -2,696 -1%
William Blair & Company
234
William Blair & Company
Illinois
$9.3M -$224K -5,258 -2%
UCFA
235
United Capital Financial Advisors
Texas
$9.27M +$6.91M +162,155 +276%
SPC
236
Stewart & Patten Company
California
$9.19M +$104K +2,435 +1%
BAM
237
Barrett Asset Management
New York
$9.03M
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$8.97M -$112K -2,626 -1%
WCMN
239
Westchester Capital Management (Nebraska)
Nebraska
$8.42M -$1.07M -25,025 -11%
URS
240
Utah Retirement Systems
Utah
$8.38M -$175K -4,100 -2%
ACM
241
Apex Capital Management
Ohio
$8.38M -$96.5K -2,264 -1%
ICM
242
Intrepid Capital Management
Florida
$8.07M -$6.54M -153,555 -44%
CIP
243
Convergence Investment Partners
Florida
$8.01M +$8.13M +190,835 New
SAM
244
Silvercrest Asset Management
New York
$7.93M +$2.66M +62,524 +50%
BHMP
245
Bardin Hill Management Partners
New York
$7.73M +$1.9M +44,623 +32%
KJHP
246
K.J. Harrison & Partners
Ontario, Canada
$7.69M -$78.8K -1,850 -1%
CCT
247
Country Club Trust
Missouri
$7.61M -$262K -6,140 -3%
SEI Investments
248
SEI Investments
Pennsylvania
$7.54M -$494K -11,586 -6%
Voloridge Investment Management
249
Voloridge Investment Management
Florida
$7.49M +$7.6M +178,364 New
B
250
BP
United Kingdom
$7.38M

BNY Hedge Fund Activity: Q2 2015 in Review

902 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2015, worth a combined $37.9B — up 2.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BNY positions and 51 closed out — a net gain of 62 holders — while 262 added to existing stakes and 339 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $193M. The largest seller was Davis Selected Advisers, cutting an estimated $554M.

  • 902 institutional investors held Bank of New York Mellon (BNY) as of Q2 2015, up from 854 in Q1 2015.
  • Funds reported $37.9B of Bank of New York Mellon stock for Q2 2015, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of New York Mellon positions in Q2 2015 and 51 closed out, a net change of +62 holders.
  • The largest Bank of New York Mellon buyer in Q2 2015 was T. Rowe Price Associates, an estimated $193M added.
  • The largest Bank of New York Mellon seller in Q2 2015 was Davis Selected Advisers, an estimated $554M sold.

Based on aggregated 13F filings for Q2 2015.