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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$284M -$16.6M -332,764 -6%
UBS AM
27
UBS AM
Illinois
$267M +$6.35M +126,940 +2%
Harris Associates
28
Harris Associates
Illinois
$258M -$452K -9,026 -0.2%
Goldman Sachs
29
Goldman Sachs
New York
$216M -$34.8M -696,494 -14%
Charles Schwab
30
Charles Schwab
California
$205M -$1.28M -25,564 -0.6%
Deutsche Bank
31
Deutsche Bank
Germany
$203M -$32.3M -645,123 -14%
First Trust Advisors
32
First Trust Advisors
Illinois
$197M +$17.2M +344,307 +10%
YAM
33
Yacktman Asset Management
Texas
$196M -$652K -13,039 -0.3%
PPA
34
Parametric Portfolio Associates
Washington
$158M +$5.38M +107,489 +4%
EVM
35
Eaton Vance Management
Massachusetts
$154M +$18.4M +368,705 +14%
Amundi
36
Amundi
France
$151M +$147M +2,945,129 New
Bank of America
37
Bank of America
North Carolina
$144M -$41.2M -823,922 -23%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$133M -$6.39M -127,635 -5%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$132M -$66.8M -1,335,377 -34%
Parnassus Investments
40
Parnassus Investments
California
$125M +$50.2M +1,003,897 +70%
ClearBridge Investments
41
ClearBridge Investments
New York
$122M +$35.6M +712,129 +43%
GI
42
GAMCO Investors
Connecticut
$122M -$3.08M -61,608 -3%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$117M +$1.97M +39,349 +2%
AQR Capital Management
44
AQR Capital Management
Connecticut
$114M -$48.3M -966,302 -30%
JP Morgan Chase
45
JP Morgan Chase
New York
$112M -$8.11M -162,101 -7%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$111M -$33K -660 -0%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$108M +$82.6M +1,651,323 +356%
NEAM
48
New England Asset Management
Connecticut
$102M
UBS Group
49
UBS Group
Switzerland
$101M -$9.27M -185,253 -9%
GF
50
Gabelli Funds
New York
$98.9M -$220K -4,400 -0.2%

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.