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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$147M -$25M -476,020 -15%
Wells Fargo
52
Wells Fargo
California
$136M -$14.3M -272,838 -10%
PPA
53
Parametric Portfolio Associates
Washington
$124M +$12.7M +242,764 +12%
BIP
54
Brandes Investment Partners
California
$118M -$39.7M -757,272 -25%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$115M -$3.77M -71,912 -3%
TA
56
Teachers Advisors
New York
$112M +$3.31M +63,102 +3%
Allianz Asset Management
57
Allianz Asset Management
Germany
$107M +$15.9M +303,829 +18%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$102M -$3.75M -71,443 -4%
AQR Capital Management
59
AQR Capital Management
Connecticut
$97.2M -$5.71M -108,756 -6%
Prudential Financial
60
Prudential Financial
New Jersey
$96.2M -$2.88M -54,970 -3%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$94.5M -$6.76M -128,788 -7%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$94.1M -$8.12M -154,683 -8%
AllianceBernstein
63
AllianceBernstein
Tennessee
$93.7M +$3.03M +57,804 +3%
CBT
64
Capital Bank & Trust
California
$93.1M +$38.9M +742,148 +73%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$92.6M +$884K +16,839 +1%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$91.4M +$48.9M +932,700 +118%
Asset Management One
67
Asset Management One
Japan
$91M +$2.37M +45,158 +3%
FWIA
68
Fort Washington Investment Advisors
Ohio
$90.5M -$40M -763,121 -31%
USAA
69
United Services Automobile Association
Texas
$89.1M +$2.6M +49,514 +3%
TAM
70
Third Avenue Management
New York
$82.2M -$11.1M -212,113 -12%
UBS Group
71
UBS Group
Switzerland
$81.1M -$2.68M -51,129 -3%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$80.8M +$23M +438,135 +40%
KCM
73
Kingstown Capital Management
New York
$79.5M
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$79.4M -$1.64M -31,170 -2%
Principal Financial Group
75
Principal Financial Group
Iowa
$76.8M -$2.34M -44,687 -3%

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.