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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DMIC
226
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.21M +$144K +3,011 +2%
MSL
227
Mackay Shields LLC
New York
$8.17M -$1.42M -29,781 -16%
RJT
228
Raymond James Trust
Florida
$8.07M +$346K +7,252 +5%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$8.06M +$212K +4,449 +3%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$7.98M -$28.9K -605 -0.4%
Alyeska Investment Group
231
Alyeska Investment Group
Illinois
$7.97M -$4.24M -88,866 -36%
Comerica Bank
232
Comerica Bank
Texas
$7.96M -$224K -4,704 -3%
Nomura Asset Management
233
Nomura Asset Management
Japan
$7.95M -$155K -3,248 -2%
PCA
234
Personal Capital Advisors
California
$7.94M +$668K +13,992 +10%
WMSA
235
Weiss Multi-Strategy Advisers
New York
$7.93M +$2.74M +57,500 +58%
URS
236
Utah Retirement Systems
Utah
$7.87M -$138K -2,900 -2%
Mitsubishi UFJ Asset Management
237
Mitsubishi UFJ Asset Management
Japan
$7.79M +$1.02M +21,393 +16%
DAM
238
Delta Asset Management
Tennessee
$7.76M +$46.5K +975 +0.6%
DA
239
Duality Advisers
Florida
$7.69M +$7.29M +152,781 New
IP
240
Isthmus Partners
Wisconsin
$7.5M +$34.4K +721 +0.5%
TPSF
241
Texas Permanent School Fund
Texas
$7.47M -$539K -11,296 -7%
Public Sector Pension Investment Board (PSP Investments)
242
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.33M -$1M -20,970 -13%
FG
243
FSI Group
Ohio
$7.27M +$6.9M +144,500 New
AMAL
244
Asset Management Advisors LLC
Oklahoma
$7.17M +$29.6K +620 +0.4%
PNC
245
Park National Corp
Ohio
$7.16M -$464K -9,720 -6%
WorldQuant Millennium Advisors
246
WorldQuant Millennium Advisors
New York
$6.87M +$6.51M +136,401 New
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$6.85M -$81.5K -1,708 -1%
RCM
248
Rockshelter Capital Management
Pennsylvania
$6.84M -$1.33M -27,933 -17%
MNBTD
249
Moody National Bank Trust Division
Texas
$6.82M
Rafferty Asset Management
250
Rafferty Asset Management
New York
$6.78M +$379K +7,932 +6%

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.