Bank of New York Mellon
BNY
765 hedge funds and large institutions have $33.2B invested in Bank of New York Mellon in 2014 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 220 increasing their positions, 338 reducing their positions, and 46 closing their positions.
42% more call options, than puts
Call options by funds: $136M | Put options by funds: $95.8M
26% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 46
9% more funds holding in top 10
Funds holding in top 10: 34 → 37 (+3)
1.46% more ownership
Funds ownership: 81.54% → 83% (+1.5%)
2% more capital invested
Capital invested by funds: $32.7B → $33.2B (+$582M)
1% more funds holding
Funds holding: 761 → 765 (+4)
35% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 338
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$308M |
| 2 |
Morgan Stanley
New York
|
+$227M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$205M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$159M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$66.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$406M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$125M |
| 3 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$92.5M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$74.4M |
| 5 |
TAM
Third Avenue Management
New York
|
-$60.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PI
801
PineBridge Investments
New York
| – | -$150K | -4,283 | Closed |
|
|
DIA
802
Davidson Investment Advisors
Great Falls,
Montana
| – | -$84K | -2,416 | Closed |
|
|
SM
803
Salzhauer Michael
| – | -$70K | -2,000 | Closed |
|
|
ASN
804
Advisory Services Network
Atlanta,
Georgia
| – | -$56K | -1,617 | Closed |
|
805
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$53K | -1,555 | Closed |
|
|
WCM
806
Windsor Capital Management
Phoenix,
Arizona
| – | -$40K | -1,140 | Closed |
|
|
HFM
807
Hartford Financial Management
Hartford,
Connecticut
| – | -$34K | -1,000 | Closed |
|
|
PMFA
808
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$24K | -700 | Closed |
|
|
H
809
Hexavest
Montreal,
Quebec, Canada
| – | -$17K | -488 | Closed |
|
|
WF
810
WealthTrust Fairport
Cleveland,
Ohio
| – | -$3K | -100 | Closed |
|
|
RWM
811
Raffa Wealth Management
Washington,
District of Columbia
| – | -$1.09K | -27 | Closed |
|
BNY Hedge Fund Activity: Q1 2014 in Review
765 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2014, worth a combined $33.2B — up 1.8% from $32.7B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new BNY positions and 46 closed out — a net gain of 12 holders — while 220 added to existing stakes and 338 trimmed.
The largest buyer was Trian Fund Management, opening a new position worth an estimated $308M. The largest seller was Davis Selected Advisers, cutting an estimated $406M.
- 765 institutional investors held Bank of New York Mellon (BNY) as of Q1 2014, up from 761 in Q4 2013.
- Funds reported $33.2B of Bank of New York Mellon stock for Q1 2014, up 1.8% quarter-over-quarter.
- 58 funds opened new Bank of New York Mellon positions in Q1 2014 and 46 closed out, a net change of +12 holders.
- The largest Bank of New York Mellon buyer in Q1 2014 was Trian Fund Management, an estimated $308M added.
- The largest Bank of New York Mellon seller in Q1 2014 was Davis Selected Advisers, an estimated $406M sold.
Based on aggregated 13F filings for Q1 2014.