Bank of New York Mellon
BNY
1,074 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2019 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 295 increasing their positions, 453 reducing their positions, and 61 closing their positions.
82% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 61
3% more funds holding
Funds holding: 1,038 → 1,074 (+36)
5% more capital invested
Capital invested by funds: $39.4B → $41.1B (+$1.79B)
0.78% more ownership
Funds ownership: 84.72% → 85.5% (+0.78%)
5% less call options, than puts
Call options by funds: $133M | Put options by funds: $140M
19% less funds holding in top 10
Funds holding in top 10: 27 → 22 (-5)
35% less repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 453
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$271M |
| 2 |
JP Morgan Chase
New York
|
+$146M |
| 3 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$135M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$54.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$49.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$327M |
| 2 |
O
OppenheimerFunds
New York
|
-$258M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$158M |
| 4 |
TFM
Trian Fund Management
New York
|
-$149M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$134M |
BNY Hedge Fund Activity: Q1 2019 in Review
1,074 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2019, worth a combined $41.1B — up 4.6% from $39.4B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new BNY positions and 61 closed out — a net gain of 50 holders — while 295 added to existing stakes and 453 trimmed.
The largest buyer was Capital International Investors, adding an estimated $271M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $327M.
- 1,074 institutional investors held Bank of New York Mellon (BNY) as of Q1 2019, up from 1,038 in Q4 2018.
- Funds reported $41.1B of Bank of New York Mellon stock for Q1 2019, up 4.6% quarter-over-quarter.
- 111 funds opened new Bank of New York Mellon positions in Q1 2019 and 61 closed out, a net change of +50 holders.
- The largest Bank of New York Mellon buyer in Q1 2019 was Capital International Investors, an estimated $271M added.
- The largest Bank of New York Mellon seller in Q1 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $327M sold.
Based on aggregated 13F filings for Q1 2019.