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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$199M +$99.6M +2,720,772 +111%
Charles Schwab
27
Charles Schwab
California
$185M -$5.21M -142,442 -3%
Man Group
28
Man Group
United Kingdom
$181M +$102M +2,783,938 +148%
AQR Capital Management
29
AQR Capital Management
Connecticut
$178M +$142M +3,870,637 +433%
TFM
30
Trian Fund Management
New York
$169M -$195M -5,317,802 -55%
Morgan Stanley
31
Morgan Stanley
New York
$167M -$6.87M -187,868 -4%
Goldman Sachs
32
Goldman Sachs
New York
$159M +$11.6M +317,103 +8%
Bank of America
33
Bank of America
North Carolina
$158M +$4.59M +125,307 +3%
UBS AM
34
UBS AM
Illinois
$154M +$10.4M +283,772 +8%
LSV Asset Management
35
LSV Asset Management
Illinois
$152M +$31M +847,919 +27%
TBC
36
Tweedy, Browne Co
Connecticut
$145M -$4.38M -119,782 -3%
Deutsche Bank
37
Deutsche Bank
Germany
$142M -$15.2M -416,433 -10%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$139M -$4.59M -125,428 -3%
YAM
39
Yacktman Asset Management
Texas
$138M -$1.36M -37,276 -1%
Prudential Financial
40
Prudential Financial
New Jersey
$129M +$31.3M +854,674 +34%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$125M +$944K +25,805 +0.8%
AL
42
AJO LP
Pennsylvania
$124M +$98.2M +2,682,416 +499%
Hotchkis & Wiley Capital Management
43
Hotchkis & Wiley Capital Management
California
$108M +$176K +4,800 +0.2%
PPA
44
Parametric Portfolio Associates
Washington
$106M +$1.11M +30,459 +1%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$105M -$2.94M -80,481 -3%
GI
46
GAMCO Investors
Connecticut
$105M -$16.4M -447,865 -14%
CC
47
Carlson Capital
Texas
$102M +$13.4M +365,281 +16%
MWA
48
Marshall Wace Asia
Hong Kong
$95.1M +$90M +2,459,713 New
JP Morgan Chase
49
JP Morgan Chase
New York
$92.9M +$66.5M +1,815,986 +309%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$91.1M -$3.14M -85,700 -4%

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.