Bank of New York Mellon
BNY
1,068 hedge funds and large institutions have $45.8B invested in Bank of New York Mellon in 2017 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 335 increasing their positions, 386 reducing their positions, and 46 closing their positions.
230% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 46
10% more funds holding
Funds holding: 971 → 1,068 (+97)
1% more capital invested
Capital invested by funds: $45.4B → $45.8B (+$325M)
0.11% more ownership
Funds ownership: 82.96% → 83.07% (+0.11%)
10% less funds holding in top 10
Funds holding in top 10: 41 → 37 (-4)
13% less repeat investments, than reductions
Existing positions increased: 335 | Existing positions reduced: 386
33% less call options, than puts
Call options by funds: $205M | Put options by funds: $307M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$564M |
| 2 |
Goldman Sachs
New York
|
+$191M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$142M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$119M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$95.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$949M |
| 2 |
TFM
Trian Fund Management
New York
|
-$352M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$156M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$112M |
| 5 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$79.3M |
BNY Hedge Fund Activity: Q4 2017 in Review
1,068 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2017, worth a combined $45.8B — up 0.71% from $45.4B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new BNY positions and 46 closed out — a net gain of 106 holders — while 335 added to existing stakes and 386 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $564M. The largest seller was T. Rowe Price Associates, cutting an estimated $949M.
- 1,068 institutional investors held Bank of New York Mellon (BNY) as of Q4 2017, up from 971 in Q3 2017.
- Funds reported $45.8B of Bank of New York Mellon stock for Q4 2017, up 0.71% quarter-over-quarter.
- 152 funds opened new Bank of New York Mellon positions in Q4 2017 and 46 closed out, a net change of +106 holders.
- The largest Bank of New York Mellon buyer in Q4 2017 was Berkshire Hathaway, an estimated $564M added.
- The largest Bank of New York Mellon seller in Q4 2017 was T. Rowe Price Associates, an estimated $949M sold.
Based on aggregated 13F filings for Q4 2017.