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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$8.94M +$329K +6,270 +4%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$8.84M +$265K +5,044 +3%
RCIM
253
Russell Clark Investment Management
United Kingdom
$8.8M -$68.2K -1,300 -0.8%
CCMD
254
Cypress Capital Management (Delaware)
Delaware
$8.72M +$134K +2,545 +2%
ERSOT
255
Employees Retirement System of Texas
Texas
$8.64M +$5.3M +101,000 +163%
HighTower Advisors
256
HighTower Advisors
Illinois
$8.54M +$2.01M +38,374 +31%
CEP
257
Chicago Equity Partners
Illinois
$8.49M -$3.11M -59,195 -27%
BCM
258
Basswood Capital Management
New York
$8.48M
First Manhattan
259
First Manhattan
New York
$8.31M +$8.08K +154 +0.1%
M&T Bank
260
M&T Bank
New York
$8.23M -$355K -6,773 -4%
KFC
261
Klingenstein Fields & Co
New York
$8.19M -$39.4K -750 -0.5%
HA
262
Heartland Advisors
Wisconsin
$8.13M -$3.44M -65,564 -30%
CBOA
263
Commonwealth Bank of Australia
Australia
$8.11M +$830K +15,810 +12%
FPCG
264
Fort Pitt Capital Group
Pennsylvania
$8.05M -$23.5K -447 -0.3%
MWNA
265
Marshall Wace North America
New York
$8M +$7.92M +150,975 New
CWM
266
CIBC World Markets
New York
$7.98M +$186K +3,548 +2%
DMIC
267
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.95M -$196K -3,741 -2%
Robeco Institutional Asset Management
268
Robeco Institutional Asset Management
Netherlands
$7.92M +$2.26M +43,009 +40%
MSA
269
Mason Street Advisors
Wisconsin
$7.6M -$47.3K -902 -0.6%
GCM
270
Gladstone Capital Management
United Kingdom
$7.58M +$7.5M +142,961 New
ECM
271
Evergreen Capital Management
Washington
$7.55M +$473K +9,018 +7%
ZIG
272
Zurich Insurance Group
Switzerland
$7.54M -$1.21M -23,011 -14%
CCT
273
Country Club Trust
Missouri
$7.46M -$1.33M -25,335 -15%
NIPH
274
NN Investment Partners Holdings
Netherlands
$7.4M -$2.75M -52,458 -27%
LA
275
LFL Advisers
Illinois
$7.26M

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.