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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
51
Two Sigma Advisers
New York
$103M +$9.98M +209,200 +11%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$102M -$337K -7,055 -0.3%
Prudential Financial
53
Prudential Financial
New Jersey
$98.4M +$35.7M +747,696 +62%
First Trust Advisors
54
First Trust Advisors
Illinois
$96.1M +$3.03M +63,531 +3%
AAMU
55
Amundi Asset Management US
Massachusetts
$94.6M +$27.8M +582,668 +45%
Two Sigma Investments
56
Two Sigma Investments
New York
$92.9M +$16.5M +346,357 +23%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$89.5M +$9.98M +209,060 +13%
AllianceBernstein
58
AllianceBernstein
Tennessee
$85.9M +$6.32M +132,491 +8%
Point72 Asset Management
59
Point72 Asset Management
Connecticut
$84.7M +$27.3M +571,831 +51%
UBS Group
60
UBS Group
Switzerland
$79M -$3.83M -80,353 -5%
CC
61
Carlson Capital
Texas
$78.4M +$17.8M +373,800 +32%
BIP
62
Brandes Investment Partners
California
$77.3M -$2.63M -55,054 -3%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$75.8M +$272K +5,705 +0.4%
MGIM
64
M&G Investment Management
United Kingdom
$75.5M +$72M +1,509,072 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$75M +$3.4M +71,206 +5%
AL
66
AJO LP
Pennsylvania
$74.5M +$61.5M +1,289,357 +677%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$74.3M +$10.1M +210,726 +17%
MAMU
68
Marathon Asset Management (UK)
United Kingdom
$71.1M -$5.02M -105,127 -7%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$68.7M +$620K +12,983 +1%
CBT
70
Capital Bank & Trust
California
$67.6M -$8.12M -170,091 -11%
PI
71
PGGM Investments
Netherlands
$67.4M -$6.26M -131,076 -9%
Barclays
72
Barclays
United Kingdom
$66.3M +$12.2M +256,393 +24%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$61.5M +$1.49M +31,314 +3%
CS
74
Credit Suisse
Switzerland
$60.9M +$15.1M +316,448 +35%
MWNA
75
Marshall Wace North America
New York
$60.7M +$54.7M +1,146,774 +1,935%

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.