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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
26
Harris Associates
Illinois
$214M -$33.4M -870,766 -15%
LSV Asset Management
27
LSV Asset Management
Illinois
$214M +$6.18M +160,900 +3%
Morgan Stanley
28
Morgan Stanley
New York
$213M +$17.8M +463,230 +10%
UBS AM
29
UBS AM
Illinois
$209M +$24.8M +646,808 +15%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$194M -$14.2M -369,089 -7%
Millennium Management
31
Millennium Management
New York
$171M +$97.6M +2,541,238 +172%
YAM
32
Yacktman Asset Management
Texas
$161M -$204K -5,301 -0.1%
Deutsche Bank
33
Deutsche Bank
Germany
$147M +$1.45M +37,748 +1%
Man Group
34
Man Group
United Kingdom
$144M -$82.6M -2,150,940 -39%
Ameriprise
35
Ameriprise
Minnesota
$137M -$16.2M -421,907 -12%
EVM
36
Eaton Vance Management
Massachusetts
$133M +$3.23M +84,079 +3%
AQR Capital Management
37
AQR Capital Management
Connecticut
$131M -$44.3M -1,153,264 -27%
TBC
38
Tweedy, Browne Co
Connecticut
$130M -$25.2M -655,835 -18%
Goldman Sachs
39
Goldman Sachs
New York
$128M +$3.06M +79,648 +3%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$128M +$3.01M +78,412 +3%
PPA
41
Parametric Portfolio Associates
Washington
$125M +$10.7M +278,282 +10%
First Trust Advisors
42
First Trust Advisors
Illinois
$124M +$4.84M +125,991 +5%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$119M -$13.2M -342,482 -11%
Bank of America
44
Bank of America
North Carolina
$116M -$73.4M -1,910,198 -41%
Hotchkis & Wiley Capital Management
45
Hotchkis & Wiley Capital Management
California
$115M -$2.38M -62,100 -2%
Citadel Advisors
46
Citadel Advisors
Florida
$112M +$38.9M +1,013,450 +62%
GI
47
GAMCO Investors
Connecticut
$105M -$2.86M -74,528 -3%
Prudential Financial
48
Prudential Financial
New Jersey
$99.8M -$17.3M -451,775 -16%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$98.1M -$2.66M -69,361 -3%
MWA
50
Marshall Wace Asia
Hong Kong
$92.5M -$2.68M -69,913 -3%

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.