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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$264M -$28.9M -605,862 -10%
Nuveen
27
Nuveen
North Carolina
$260M +$23M +481,963 +10%
Morgan Stanley
28
Morgan Stanley
New York
$246M +$409K +8,567 +0.2%
Charles Schwab
29
Charles Schwab
California
$240M +$468K +9,800 +0.2%
Millennium Management
30
Millennium Management
New York
$234M +$67.1M +1,406,479 +43%
Bank of America
31
Bank of America
North Carolina
$230M +$17.8M +372,969 +9%
TBC
32
Tweedy, Browne Co
Connecticut
$199M -$9.29M -194,588 -5%
UBS AM
33
UBS AM
Illinois
$193M +$26.2M +549,540 +17%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$192M +$77.2M +1,618,477 +74%
YAM
35
Yacktman Asset Management
Texas
$181M -$759K -15,894 -0.4%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$178M -$250M -5,247,974 -60%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$178M +$14.5M +303,509 +9%
Deutsche Bank
38
Deutsche Bank
Germany
$177M +$16.4M +342,645 +11%
GI
39
GAMCO Investors
Connecticut
$167M -$2.71M -56,756 -2%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$155M -$2.29M -47,990 -2%
JCM
41
Junto Capital Management
New York
$139M +$68.6M +1,437,191 +109%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$135M +$81.8M +1,714,468 +176%
Barrow, Hanley, Mewhinney & Strauss
43
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M -$118M -2,481,294 -48%
Fidelity International
44
Fidelity International
Bermuda
$133M -$1.02M -21,350 -0.8%
PPA
45
Parametric Portfolio Associates
Washington
$133M +$5.11M +106,973 +4%
LSV Asset Management
46
LSV Asset Management
Illinois
$131M -$7.42M -155,443 -6%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$125M -$1.91M -40,000 -2%
Wells Fargo
48
Wells Fargo
California
$117M +$12.5M +261,451 +13%
GF
49
Gabelli Funds
New York
$115M -$4.21M -88,200 -4%
Ameriprise
50
Ameriprise
Minnesota
$112M -$20.9M -437,897 -16%

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.