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BNY

Bank of New York Mellon

865 hedge funds and large institutions have $34.2B invested in Bank of New York Mellon in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 283 increasing their positions, 350 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 53

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

0% more funds holding

Funds holding: 862865 (+3)

3% less capital invested

Capital invested by funds: $35.1B → $34.2B (-$914M)

3.23% less ownership

Funds ownership: 84.22%80.99% (-3.2%)

14% less call options, than puts

Call options by funds: $117M | Put options by funds: $136M

19% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 350

Holders
865
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
23.07%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.8%
New
66
Increased
283
Reduced
350
Closed
53
Calls
$117M
Puts
$136M
Net Calls
-$19.6M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
776
Smithfield Trust
Pennsylvania
$88K
KPCM
777
Kings Point Capital Management
New York
$80K -$302K -7,566 -79%
SM
778
Salzhauer Michael
$80K +$79.9K +2,000 New
ATC
779
Adirondack Trust Company
New York
$77K +$26.8K +670 +54%
KT
780
Kanaly Trust
Texas
$76K -$2.16K -54 -3%
PG
781
Patten Group
Tennessee
$76K
WAM
782
Wealthspire Advisors (Maryland)
Maryland
$75K -$37.9K -950 -33%
BAM
783
Brave Asset Management
New Jersey
$75K
LWA
784
Lenox Wealth Advisors
New York
$75K
WA
785
WFG Advisors
Texas
$75K
LAM
786
Lebenthal Asset Management
New York
$72K +$72.1K +1,805 New
HDIM
787
Hanson & Doremus Investment Management
Vermont
$71K
LWM
788
Lenox Wealth Management
Ohio
$69K -$2.92K -73 -4%
MCA
789
Mercer Capital Advisers
New Jersey
$64K -$7.99K -200 -11%
BC
790
Blackhill Capital
New Jersey
$64K
FIB
791
First Interstate Bank
Montana
$60K
IWMPD
792
Integrated Wealth Management (Palm Desert)
California
$57K +$34.3K +858 +150%
PFBT
793
Parkside Financial Bank & Trust
Missouri
$56K +$200 +5 +0.4%
SNT
794
Security National Trust
West Virginia
$55K
BBHC
795
Brown Brothers Harriman & Co
New York
$51K
EWM
796
Edge Wealth Management
New York
$51K
BKA
797
Brick & Kyle Associates
Pennsylvania
$50K
TSW
798
Thompson Siegel & Walmsley
Virginia
$48K -$9.99K -250 -17%
EWM
799
Endurance Wealth Management
Rhode Island
$44K
WTB
800
Washington Trust Bank
Washington
$43K +$3.56K +89 +9%

BNY Hedge Fund Activity: Q3 2016 in Review

865 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2016, worth a combined $34.2B — down 2.6% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new BNY positions and 53 closed out — a net gain of 13 holders — while 283 added to existing stakes and 350 trimmed.

The largest buyer was Ameriprise, adding an estimated $109M. The largest seller was Macquarie Group, cutting an estimated $738M.

  • 865 institutional investors held Bank of New York Mellon (BNY) as of Q3 2016, up from 862 in Q2 2016.
  • Funds reported $34.2B of Bank of New York Mellon stock for Q3 2016, down 2.6% quarter-over-quarter.
  • 66 funds opened new Bank of New York Mellon positions in Q3 2016 and 53 closed out, a net change of +13 holders.
  • The largest Bank of New York Mellon buyer in Q3 2016 was Ameriprise, an estimated $109M added.
  • The largest Bank of New York Mellon seller in Q3 2016 was Macquarie Group, an estimated $738M sold.

Based on aggregated 13F filings for Q3 2016.