We are live on ! Find out more
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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$98.1M -$13.7M -274,400 -13%
TBC
52
Tweedy, Browne Co
Connecticut
$97.6M -$51.9M -1,037,010 -35%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$97.2M -$1.18M -23,604 -1%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$94.3M -$50.8M -1,015,253 -36%
Barclays
55
Barclays
United Kingdom
$92.9M +$10.1M +202,454 +13%
Jacobs Levy Equity Management
56
Jacobs Levy Equity Management
New Jersey
$89.1M +$25.8M +516,148 +42%
DZ Bank
57
DZ Bank
Germany
$87.1M +$1.69M +33,740 +2%
Axa
58
Axa
France
$81.1M -$1.23M -24,512 -2%
Two Sigma Investments
59
Two Sigma Investments
New York
$80.2M +$21.9M +437,014 +39%
KBC Group
60
KBC Group
Belgium
$79.1M +$6.88M +137,448 +10%
CS
61
Credit Suisse
Switzerland
$77.5M -$1.19M -23,703 -2%
BIP
62
Brandes Investment Partners
California
$75M +$6.91M +138,199 +10%
Canada Life
63
Canada Life
Manitoba, Canada
$74.2M -$1.31M -26,230 -2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$73.5M -$3.09M -61,670 -4%
Citadel Advisors
65
Citadel Advisors
Florida
$72.9M +$28.3M +565,451 +66%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$72.7M -$3.37M -67,361 -5%
Ameriprise
67
Ameriprise
Minnesota
$71.6M -$103M -2,064,248 -60%
N
68
Natixis
France
$70.1M +$56.3M +1,126,183 +449%
SSA
69
Schonfeld Strategic Advisors
New York
$66.4M +$19.7M +393,825 +44%
National Pension Service
70
National Pension Service
South Korea
$64.8M +$752K +15,021 +1%
AllianceBernstein
71
AllianceBernstein
Tennessee
$61.6M +$418K +8,354 +0.7%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$59.7M +$6.12M +122,319 +12%
MAMU
73
Marathon Asset Management (UK)
United Kingdom
$59.2M +$2.82M +56,338 +5%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$58.1M -$15.2M -304,324 -21%
Wellington Management Group
75
Wellington Management Group
Massachusetts
$56.6M +$2.52M +50,275 +5%

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.