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BNY

Bank of New York Mellon

935 hedge funds and large institutions have $40.5B invested in Bank of New York Mellon in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 303 increasing their positions, 377 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 81.97%82.78% (+0.81%)

1% less capital invested

Capital invested by funds: $41.1B → $40.5B (-$593M)

3% less funds holding

Funds holding: 967935 (-32)

19% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 98

20% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 377

20% less funds holding in top 10

Funds holding in top 10: 4536 (-9)

63% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $187M

Holders
935
Holders Change
-32
Holders Change %
-3.31%
% of All Funds
23.27%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.9%
New
79
Increased
303
Reduced
377
Closed
98
Calls
$68.8M
Puts
$187M
Net Calls
-$118M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$311M +$39.7M +849,132 +15%
O
27
OppenheimerFunds
New York
$298M +$43.8M +936,947 +17%
Fidelity International
28
Fidelity International
Bermuda
$286M -$3.63M -77,676 -1%
VVP
29
Vulcan Value Partners
Alabama
$283M +$4.1M +87,582 +1%
TCIM
30
TIAA CREF Investment Management
New York
$273M -$12.9M -275,791 -5%
GI
31
GAMCO Investors
Connecticut
$266M -$6.84M -146,157 -3%
Bank of America
32
Bank of America
North Carolina
$262M -$22M -471,201 -8%
Legal & General Group
33
Legal & General Group
United Kingdom
$240M +$6.45M +137,880 +3%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$232M -$884K -18,893 -0.4%
TBC
35
Tweedy, Browne Co
Connecticut
$221M -$1.18M -25,305 -0.5%
YAM
36
Yacktman Asset Management
Texas
$181M -$13.9M -298,167 -7%
CA
37
Cortland Advisers
Delaware
$181M +$219K +4,680 +0.1%
American Century Companies
38
American Century Companies
Missouri
$178M +$102M +2,173,699 +136%
NEAM
39
New England Asset Management
Connecticut
$174M +$173M +3,689,000 +92,225%
Norges Bank
40
Norges Bank
Norway
$174M -$4.05M -86,534 -2%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$169M -$234K -4,999 -0.1%
BIP
42
Brandes Investment Partners
California
$167M -$4.57M -97,763 -3%
Charles Schwab
43
Charles Schwab
California
$165M -$367K -7,854 -0.2%
UBS AM
44
UBS AM
Illinois
$160M +$5.43M +116,027 +4%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$158M +$3.43M +73,432 +2%
GF
46
Gabelli Funds
New York
$156M +$935K +20,000 +0.6%
Bessemer Group
47
Bessemer Group
New Jersey
$153M +$2.49M +53,325 +2%
Morgan Stanley
48
Morgan Stanley
New York
$149M -$95.7M -2,045,516 -39%
FWIA
49
Fort Washington Investment Advisors
Ohio
$149M -$6.87M -146,907 -4%
Deutsche Bank
50
Deutsche Bank
Germany
$147M -$87.3M -1,866,098 -37%

BNY Hedge Fund Activity: Q1 2017 in Review

935 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2017, worth a combined $40.5B — down 1.4% from $41.1B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BNY and 79 opened new positions — a net loss of 19 holders — while 377 trimmed existing stakes and 303 added.

The largest buyer was BlackRock, adding an estimated $2.58B. The largest seller was Millennium Management, cutting an estimated $251M.

  • 935 institutional investors held Bank of New York Mellon (BNY) as of Q1 2017, down from 967 in Q4 2016.
  • Funds reported $40.5B of Bank of New York Mellon stock for Q1 2017, down 1.4% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q1 2017 and 98 closed out, a net change of -19 holders.
  • The largest Bank of New York Mellon buyer in Q1 2017 was BlackRock, an estimated $2.58B added.
  • The largest Bank of New York Mellon seller in Q1 2017 was Millennium Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2017.