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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$85.1M +$3.45M +94,230 +4%
GF
52
Gabelli Funds
New York
$83.4M -$5.51M -150,700 -7%
NEAM
53
New England Asset Management
Connecticut
$77M -$265M -7,245,532 -78%
AAMU
54
Amundi Asset Management US
Massachusetts
$77M +$14.8M +404,997 +26%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$76.1M -$11.8M -323,587 -14%
Wells Fargo
56
Wells Fargo
California
$75.7M -$28.2M -771,997 -28%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$71.5M +$200K +5,467 +0.3%
Millennium Management
58
Millennium Management
New York
$69.3M +$45.4M +1,240,603 +224%
Canada Life
59
Canada Life
Manitoba, Canada
$63.5M +$36.2M +988,603 +150%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$62M +$3.72M +101,700 +7%
EVM
61
Eaton Vance Management
Massachusetts
$61.7M -$3.83M -104,615 -6%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$58.6M +$45.4M +1,240,008 +448%
AllianceBernstein
63
AllianceBernstein
Tennessee
$57.1M -$6.06M -165,565 -10%
BIP
64
Brandes Investment Partners
California
$56.3M -$1.38M -37,736 -3%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$56.1M -$12.9M -353,400 -20%
DZ Bank
66
DZ Bank
Germany
$55.9M -$818K -22,368 -2%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$55.7M -$532K -14,538 -1%
CS
68
Credit Suisse
Switzerland
$53.8M -$2.76M -75,352 -5%
MAMU
69
Marathon Asset Management (UK)
United Kingdom
$51.3M -$1.13M -30,918 -2%
UBS Group
70
UBS Group
Switzerland
$51.1M +$1.61M +43,897 +3%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$48M +$35.2M +961,143 +344%
Jacobs Levy Equity Management
72
Jacobs Levy Equity Management
New Jersey
$47.8M +$1.05M +28,695 +2%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$46.8M +$4.27M +116,645 +11%
National Pension Service
74
National Pension Service
South Korea
$46.5M -$523K -14,286 -1%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$46.3M -$4.12M -112,518 -9%

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.