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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Brookfield Corp
Ontario, Canada
$6.13M +$5.8M +158,578 New
BAM
227
Barrett Asset Management
New York
$6.13M
IP
228
Isthmus Partners
Wisconsin
$6M +$204K +5,583 +4%
Osaic Holdings
229
Osaic Holdings
Arizona
$5.93M +$632K +17,265 +13%
URS
230
Utah Retirement Systems
Utah
$5.88M -$128K -3,500 -2%
CIBC World Market
231
CIBC World Market
Ontario, Canada
$5.88M -$324K -8,847 -5%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$5.87M +$1.63M +44,463 +41%
GG
233
Greenwood Gearhart
Arkansas
$5.86M +$232K +6,352 +4%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$5.82M -$482K -13,183 -8%
ECM
235
ExodusPoint Capital Management
New York
$5.77M +$5.21M +142,244 +2,042%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$5.62M -$454K -12,410 -8%
RJFSA
237
Raymond James Financial Services Advisors
Florida
$5.52M -$46.8K -1,278 -0.9%
AAF
238
Andra AP-fonden
Sweden
$5.5M +$988K +27,000 +23%
TPSF
239
Texas Permanent School Fund
Texas
$5.49M -$389K -10,620 -7%
MGIA
240
Matthew Goff Investment Advisor
Texas
$5.46M +$69.2K +1,890 +1%
ProShare Advisors
241
ProShare Advisors
Maryland
$5.45M +$577K +15,766 +13%
SI
242
Stephens Inc
Arkansas
$5.39M +$188K +5,141 +4%
WG
243
Winton Group
United Kingdom
$5.39M -$199K -5,440 -4%
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$5.35M +$2.81M +76,807 +125%
BC
245
Brinker Capital
Pennsylvania
$5.33M +$574K +15,681 +13%
Connor, Clark & Lunn Investment Management (CC&L)
246
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.28M +$4.99M +136,486 New
IIM
247
Intact Investment Management
Quebec, Canada
$5.26M +$4.27M +116,700 +602%
MNBTD
248
Moody National Bank Trust Division
Texas
$5.24M -$42.5K -1,162 -0.8%
FG
249
FSI Group
Ohio
$5.22M +$4.94M +135,000 New
ANI
250
American National Insurance
Texas
$5.14M

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.