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BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

Funds ownership: 82.78%81.97% (-0.81%)

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Barrett Asset Management
New York
$10.1M
NIPH
227
NN Investment Partners Holdings
Netherlands
$9.79M -$514K -10,756 -5%
CIM
228
Corda Investment Management
Texas
$9.76M -$106K -2,225 -1%
Balyasny Asset Management
229
Balyasny Asset Management
Illinois
$9.74M -$1.41M -29,464 -13%
CG
230
Colony Group
Massachusetts
$9.69M +$9.08M +189,896 New
WCMN
231
Westchester Capital Management (Nebraska)
Nebraska
$9.65M +$174K +3,633 +2%
SAM
232
Sompo Asset Management
Japan
$9.64M -$2.58M -53,843 -22%
DekaBank Deutsche Girozentrale
233
DekaBank Deutsche Girozentrale
Germany
$9.6M +$282K +5,890 +3%
MRCM
234
M&R Capital Management
New Jersey
$9.57M -$1.22M -25,602 -12%
URS
235
Utah Retirement Systems
Utah
$9.43M -$335K -7,000 -4%
AHB
236
Abner Herrman & Brock
New Jersey
$9.26M -$3.82M -79,800 -31%
Financial Engines Advisors
237
Financial Engines Advisors
California
$9.25M -$728K -15,231 -8%
BWFA
238
Baltimore-Washington Financial Advisors
Maryland
$9.21M +$34.7K +726 +0.4%
BTS
239
BB&T Securities
Virginia
$9.08M +$2.05M +42,951 +32%
SLAM
240
Swiss Life Asset Management
$9.07M +$126K +2,626 +1%
ICM
241
Intrepid Capital Management
Florida
$9.01M -$28K -585 -0.3%
MSV
242
MN Services Vermogensbeheer
Netherlands
$8.81M +$6.91M +144,454 +512%
Skandinaviska Enskilda Banken (SEB)
243
Skandinaviska Enskilda Banken (SEB)
Sweden
$8.8M +$28.7K +600 +0.3%
PA
244
Pinnacle Associates
New York
$8.77M +$685K +14,330 +9%
Hudson Bay Capital Management
245
Hudson Bay Capital Management
Connecticut
$8.66M +$8.12M +169,760 New
UAM
246
UAS Asset Management
New York
$8.63M +$1.09M +22,875 +16%
RCIM
247
Russell Clark Investment Management
United Kingdom
$8.53M -$595K -12,450 -7%
CCT
248
Country Club Trust
Missouri
$8.47M -$224K -4,676 -3%
XK
249
Xact Kapitalforvaltning
Sweden
$8.46M -$33.9K -708 -0.4%
ZIG
250
Zurich Insurance Group
Switzerland
$8.43M +$955K +19,967 +14%

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.