Bank of New York Mellon
BNY
918 hedge funds and large institutions have $25.4B invested in Bank of New York Mellon in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 305 increasing their positions, 357 reducing their positions, and 99 closing their positions.
0.04% more ownership
Funds ownership: 83.52% → 83.57% (+0.04%)
3% less funds holding
Funds holding: 944 → 918 (-26)
11% less capital invested
Capital invested by funds: $28.6B → $25.4B (-$3.19B)
15% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 357
17% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 99
18% less call options, than puts
Call options by funds: $103M | Put options by funds: $126M
29% less funds holding in top 10
Funds holding in top 10: 21 → 15 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$288M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$70.5M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$67.9M |
| 4 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$56M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$247M |
| 2 |
TFM
Trian Fund Management
New York
|
-$169M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$93M |
| 4 |
JP Morgan Chase
New York
|
-$58.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.3M |
BNY Hedge Fund Activity: Q3 2020 in Review
918 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2020, worth a combined $25.4B — down 11% from $28.6B a quarter earlier.
Sellers outnumbered buyers: 99 funds closed out of BNY and 82 opened new positions — a net loss of 17 holders — while 357 trimmed existing stakes and 305 added.
The largest buyer was Dodge & Cox, adding an estimated $288M. The largest seller was Capital International Investors, cutting an estimated $247M.
- 918 institutional investors held Bank of New York Mellon (BNY) as of Q3 2020, down from 944 in Q2 2020.
- Funds reported $25.4B of Bank of New York Mellon stock for Q3 2020, down 11% quarter-over-quarter.
- 82 funds opened new Bank of New York Mellon positions in Q3 2020 and 99 closed out, a net change of -17 holders.
- The largest Bank of New York Mellon buyer in Q3 2020 was Dodge & Cox, an estimated $288M added.
- The largest Bank of New York Mellon seller in Q3 2020 was Capital International Investors, an estimated $247M sold.
Based on aggregated 13F filings for Q3 2020.