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BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

Funds ownership: 82.78%81.97% (-0.81%)

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
776
Schroder Investment Management Group
United Kingdom
$247K +$232K +4,845 New
TPWA
777
TRUE Private Wealth Advisors
Oregon
$246K +$231K +4,837 New
SB
778
Simmons Bank
Arkansas
$245K -$410K -8,566 -64%
WB
779
Webster Bank
Connecticut
$245K -$2.15K -45 -0.9%
FBT
780
First Bank & Trust
South Dakota
$245K +$2.49K +52 +1%
FMII
781
Farmers & Merchants Investments Inc
Nebraska
$244K
MCWS
782
McKinley Carter Wealth Services
West Virginia
$243K
VAM
783
Visionary Asset Management
Texas
$242K +$227K +4,736 New
LJHT
784
Laurie J. Hall Trustee
$241K
KIA
785
KCM Investment Advisors
California
$241K +$11.9K +249 +6%
LCM
786
Logan Capital Management
Pennsylvania
$238K +$3.54K +74 +2%
SCM
787
Salem Capital Management
Massachusetts
$237K
PA
788
Parallel Advisors
California
$237K +$21.9K +458 +11%
BTW
789
Boston Trust Walden
Massachusetts
$234K -$2.39K -50 -1%
CB
790
Community Bank
New York
$234K
IIM
791
Ironwood Investment Management
Massachusetts
$234K
NA
792
NewEdge Advisors
Louisiana
$233K +$215K +4,496 New
SBIA
793
Sheaff Brock Investment Advisors
Indiana
$233K
WIA
794
Westbourne Investment Advisors
Maryland
$232K -$5.64K -118 -3%
AIM
795
Aspen Investment Management
Michigan
$232K
FCFC
796
First Commonwealth Financial Corp
Pennsylvania
$229K +$8.37K +175 +4%
HA
797
Harfst & Associates
Wyoming
$228K +$41.5K +867 +24%
SCA
798
Sippican Capital Advisors
Massachusetts
$227K -$27.5K -575 -11%
DPIM
799
Duff & Phelps Investment Management
Illinois
$226K -$42.1K -880 -17%
IIC
800
Integrated Investment Consultants
Michigan
$225K

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.