Bank of New York Mellon
BNY
862 hedge funds and large institutions have $35.1B invested in Bank of New York Mellon in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 283 increasing their positions, 340 reducing their positions, and 72 closing their positions.
8% more capital invested
Capital invested by funds: $32.5B → $35.1B (+$2.61B)
0.49% more ownership
Funds ownership: 83.72% → 84.22% (+0.49%)
10% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 72
2% less funds holding
Funds holding: 879 → 862 (-17)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
17% less repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 340
48% less call options, than puts
Call options by funds: $74.6M | Put options by funds: $143M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$766M |
| 2 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$373M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$183M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
+$179M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$74.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$376M |
| 2 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$314M |
| 3 |
State Street
Boston,
Massachusetts
|
-$88.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$70.9M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$70.7M |
BNY Hedge Fund Activity: Q2 2016 in Review
862 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2016, worth a combined $35.1B — up 8% from $32.5B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of BNY and 65 opened new positions — a net loss of 7 holders — while 340 trimmed existing stakes and 283 added.
The largest buyer was Macquarie Group, adding an estimated $766M. The largest seller was Royal London Asset Management, cutting an estimated $376M.
- 862 institutional investors held Bank of New York Mellon (BNY) as of Q2 2016, down from 879 in Q1 2016.
- Funds reported $35.1B of Bank of New York Mellon stock for Q2 2016, up 8% quarter-over-quarter.
- 65 funds opened new Bank of New York Mellon positions in Q2 2016 and 72 closed out, a net change of -7 holders.
- The largest Bank of New York Mellon buyer in Q2 2016 was Macquarie Group, an estimated $766M added.
- The largest Bank of New York Mellon seller in Q2 2016 was Royal London Asset Management, an estimated $376M sold.
Based on aggregated 13F filings for Q2 2016.