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BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

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

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$342M +$144M +3,015,852 +82%
O
27
OppenheimerFunds
New York
$323M +$1.01M +21,193 +0.3%
Fidelity International
28
Fidelity International
Bermuda
$309M +$58.8K +1,229 +0%
VVP
29
Vulcan Value Partners
Alabama
$304M -$1.83M -38,165 -0.6%
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$293M +$39.7M +829,657 +17%
TCIM
31
TIAA CREF Investment Management
New York
$290M -$4.91M -102,691 -2%
GI
32
GAMCO Investors
Connecticut
$281M -$6.08M -127,080 -2%
Goldman Sachs
33
Goldman Sachs
New York
$259M -$72.2M -1,509,804 -23%
Legal & General Group
34
Legal & General Group
United Kingdom
$257M -$2.1M -43,911 -0.9%
Bank of America
35
Bank of America
North Carolina
$250M -$30.2M -630,402 -11%
TBC
36
Tweedy, Browne Co
Connecticut
$236M -$2.38M -49,790 -1%
American Century Companies
37
American Century Companies
Missouri
$220M +$25.8M +539,926 +14%
YAM
38
Yacktman Asset Management
Texas
$194M -$830K -17,364 -0.5%
UBS AM
39
UBS AM
Illinois
$178M +$4.69M +98,052 +3%
Charles Schwab
40
Charles Schwab
California
$175M -$2.82M -58,934 -2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$172M +$813K +16,996 +0.5%
GF
42
Gabelli Funds
New York
$166M -$1.58M -33,000 -1%
CA
43
Cortland Advisers
Delaware
$166M -$27.2M -567,905 -15%
Bessemer Group
44
Bessemer Group
New Jersey
$166M +$944K +19,745 +0.6%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$163M -$18.5M -386,075 -11%
BIP
46
Brandes Investment Partners
California
$152M -$26.1M -544,747 -15%
Wells Fargo
47
Wells Fargo
California
$145M -$2.94M -61,495 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$143M -$1.97M -41,200 -1%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$134M +$117M +2,437,230 +1,304%
Deutsche Bank
50
Deutsche Bank
Germany
$133M -$23.7M -496,575 -16%

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.