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BNY

Bank of New York Mellon

1,081 hedge funds and large institutions have $45.6B invested in Bank of New York Mellon in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 423 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

5% more capital invested

Capital invested by funds: $43.3B → $45.6B (+$2.29B)

1% more funds holding

Funds holding: 1,0711,081 (+10)

0.22% more ownership

Funds ownership: 83.49%83.7% (+0.22%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

13% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 423

29% less call options, than puts

Call options by funds: $149M | Put options by funds: $210M

Holders
1,081
Holders Change
+10
Holders Change %
+0.93%
% of All Funds
24.74%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.64%
New
81
Increased
367
Reduced
423
Closed
63
Calls
$149M
Puts
$210M
Net Calls
-$60.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$147M -$4.19M -75,970 -3%
Bessemer Group
52
Bessemer Group
New Jersey
$131M +$433K +7,843 +0.3%
Wells Fargo
53
Wells Fargo
California
$127M +$8.74M +158,321 +7%
USAA
54
United Services Automobile Association
Texas
$122M +$5.93M +107,463 +5%
AAMU
55
Amundi Asset Management US
Massachusetts
$121M -$6.61M -119,750 -5%
Federated Hermes
56
Federated Hermes
Pennsylvania
$113M -$5.3M -96,003 -4%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$113M -$206K -3,733 -0.2%
TA
58
Teachers Advisors
New York
$108M -$5.38M -97,463 -5%
CA
59
Cortland Advisers
Delaware
$108M -$16.9M -305,491 -13%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$107M +$297K +5,378 +0.3%
BIP
61
Brandes Investment Partners
California
$107M -$3.54M -64,152 -3%
Nordea Investment Management
62
Nordea Investment Management
Sweden
$106M -$2.1M -38,077 -2%
AQR Capital Management
63
AQR Capital Management
Connecticut
$104M -$7.55M -136,748 -7%
Prudential Financial
64
Prudential Financial
New Jersey
$97.2M +$17.9M +324,301 +22%
CBT
65
Capital Bank & Trust
California
$95.8M +$1.62M +29,374 +2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$93.8M -$1.07M -19,453 -1%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$91M -$2.84M -51,381 -3%
AllianceBernstein
68
AllianceBernstein
Tennessee
$89.4M -$2.17M -39,354 -2%
Asset Management One
69
Asset Management One
Japan
$89.4M -$870K -15,768 -0.9%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$86.9M -$4.17M -75,563 -4%
A
71
AustralianSuper
Australia
$85.7M +$87.7M +1,589,000 New
UBS Group
72
UBS Group
Switzerland
$85.4M -$19.2M -348,207 -18%
Allianz Asset Management
73
Allianz Asset Management
Germany
$81.3M -$28M -507,326 -25%
Principal Financial Group
74
Principal Financial Group
Iowa
$77.9M +$461K +8,362 +0.6%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$77.5M +$754K +13,672 +1%

BNY Hedge Fund Activity: Q2 2018 in Review

1,081 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2018, worth a combined $45.6B — up 5.3% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BNY positions and 63 closed out — a net gain of 18 holders — while 367 added to existing stakes and 423 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $560M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $172M sold.

  • 1,081 institutional investors held Bank of New York Mellon (BNY) as of Q2 2018, up from 1,071 in Q1 2018.
  • Funds reported $45.6B of Bank of New York Mellon stock for Q2 2018, up 5.3% quarter-over-quarter.
  • 81 funds opened new Bank of New York Mellon positions in Q2 2018 and 63 closed out, a net change of +18 holders.
  • The largest Bank of New York Mellon buyer in Q2 2018 was Fidelity Investments, an estimated $560M added.
  • The largest Bank of New York Mellon seller in Q2 2018 was Arrowstreet Capital, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2018.