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BNY

Bank of New York Mellon

897 hedge funds and large institutions have $37B invested in Bank of New York Mellon in 2015 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 274 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $117M | Put options by funds: $82.3M

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

5% more funds holding

Funds holding: 858897 (+39)

5% more capital invested

Capital invested by funds: $35.3B → $37B (+$1.65B)

0.47% more ownership

Funds ownership: 81.71%82.18% (+0.47%)

21% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 345

Holders
897
Holders Change
+39
Holders Change %
+4.55%
% of All Funds
23.52%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.02%
New
106
Increased
274
Reduced
345
Closed
56
Calls
$117M
Puts
$82.3M
Net Calls
+$34.9M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$9.43M -$1.26K -30 -0%
SPC
227
Stewart & Patten Company
California
$9.31M +$178K +4,232 +2%
Financial Engines Advisors
228
Financial Engines Advisors
California
$9.15M +$1.6M +37,998 +21%
FAF
229
Fjarde Ap-fonden
Sweden
$9.13M -$32.4K -771 -0.3%
KFC
230
Klingenstein Fields & Co
New York
$8.92M -$119K -2,839 -1%
BAM
231
Barrett Asset Management
New York
$8.87M
CEI
232
Clark Estates Inc
New York
$8.84M -$9.48M -225,685 -51%
MRCM
233
M&R Capital Management
New Jersey
$8.81M -$100K -2,384 -1%
Two Sigma Investments
234
Two Sigma Investments
New York
$8.76M +$658K +15,662 +8%
CIM
235
Contravisory Investment Management
Massachusetts
$8.74M -$1.58M -37,547 -15%
MIH
236
Madison Investment Holdings
Wisconsin
$8.71M -$3.61M -86,000 -29%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$8.52M -$304K -7,224 -3%
BUB
238
BBVA USA Bancshares
Texas
$8.51M -$1.08M -25,670 -11%
OCM
239
Olstein Capital Management
New York
$8.49M
Citigroup
240
Citigroup
New York
$8.43M -$1.42M -33,847 -14%
UCFA
241
United Capital Financial Advisors
Texas
$8.33M -$251K -5,969 -3%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$8.31M +$1.01M +24,109 +14%
URS
243
Utah Retirement Systems
Utah
$8.29M +$12.6K +300 +0.1%
M&T Bank
244
M&T Bank
New York
$8.18M -$28.8K -686 -0.3%
WCMN
245
Westchester Capital Management (Nebraska)
Nebraska
$8.11M -$94.5K -2,250 -1%
WCA
246
Waratah Capital Advisors
Ontario, Canada
$7.94M +$2.17M +51,590 +37%
BCM
247
BlueCrest Capital Management
Jersey
$7.82M +$7.97M +189,589 New
SAM
248
Silvercrest Asset Management
New York
$7.76M +$2.61M +62,057 +49%
ACM
249
Apex Capital Management
Ohio
$7.66M +$94.4K +2,247 +1%
Envestnet Asset Management
250
Envestnet Asset Management
Illinois
$7.48M +$407K +9,687 +6%

BNY Hedge Fund Activity: Q4 2015 in Review

897 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2015, worth a combined $37B — up 4.7% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BNY positions and 56 closed out — a net gain of 50 holders — while 274 added to existing stakes and 345 trimmed.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was T. Rowe Price Associates, cutting an estimated $174M.

  • 897 institutional investors held Bank of New York Mellon (BNY) as of Q4 2015, up from 858 in Q3 2015.
  • Funds reported $37B of Bank of New York Mellon stock for Q4 2015, up 4.7% quarter-over-quarter.
  • 106 funds opened new Bank of New York Mellon positions in Q4 2015 and 56 closed out, a net change of +50 holders.
  • The largest Bank of New York Mellon buyer in Q4 2015 was Ameriprise, an estimated $284M added.
  • The largest Bank of New York Mellon seller in Q4 2015 was T. Rowe Price Associates, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2015.