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BNY

Bank of New York Mellon

897 hedge funds and large institutions have $37B invested in Bank of New York Mellon in 2015 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 274 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $117M | Put options by funds: $82.3M

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

5% more funds holding

Funds holding: 858897 (+39)

5% more capital invested

Capital invested by funds: $35.3B → $37B (+$1.65B)

0.47% more ownership

Funds ownership: 81.71%82.18% (+0.47%)

21% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 345

Holders
897
Holders Change
+39
Holders Change %
+4.55%
% of All Funds
23.52%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.02%
New
106
Increased
274
Reduced
345
Closed
56
Calls
$117M
Puts
$82.3M
Net Calls
+$34.9M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
801
Parallax Volatility Advisers
California
$92K -$203K -4,833 -68%
MUS
802
Mitsubishi UFJ Securities
Japan
$89K +$29K +690 +47%
MCA
803
Mercer Capital Advisers
New Jersey
$82K
SM
804
Salzhauer Michael
$82K
EFSCE
805
Enterprise Financial Services Corp (EFSC)
Missouri
$82K +$2.65K +63 +3%
PG
806
Patten Group
Tennessee
$79.8K +$6.3K +150 +8%
WAM
807
Wealthspire Advisors (Maryland)
Maryland
$79K +$80.3K +1,912 New
FCCM
808
First City Capital Management
Georgia
$79K
BAM
809
Brave Asset Management
New Jersey
$78K
LWA
810
Lenox Wealth Advisors
New York
$78K
KT
811
Kanaly Trust
Texas
$77K
WA
812
WFG Advisors
Texas
$77K +$1.22K +29 +2%
HDIM
813
Hanson & Doremus Investment Management
Vermont
$74K -$96.6K -2,300 -56%
AIM
814
Advantage Investment Management
Iowa
$73K -$672 -16 -0.9%
HA
815
Harfst & Associates
Wyoming
$73K -$294 -7 -0.4%
CGT
816
Capital Guardian Trust
California
$72K
ASN
817
Advisory Services Network
Georgia
$68K +$3.95K +94 +6%
BC
818
Blackhill Capital
New Jersey
$66K
AIA
819
Allegis Investment Advisors
Idaho
$63K +$64.7K +1,540 New
FIB
820
First Interstate Bank
Montana
$62K
BKA
821
Brick & Kyle Associates
Pennsylvania
$52K
SSB
822
Sandy Spring Bank
Maryland
$48K -$4.2K -100 -8%
ATC
823
Adirondack Trust Company
New York
$48K
FFC
824
First Financial Corp
Indiana
$47K
CBT
825
Central Bank & Trust
Kentucky
$46K

BNY Hedge Fund Activity: Q4 2015 in Review

897 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2015, worth a combined $37B — up 4.7% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BNY positions and 56 closed out — a net gain of 50 holders — while 274 added to existing stakes and 345 trimmed.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was T. Rowe Price Associates, cutting an estimated $174M.

  • 897 institutional investors held Bank of New York Mellon (BNY) as of Q4 2015, up from 858 in Q3 2015.
  • Funds reported $37B of Bank of New York Mellon stock for Q4 2015, up 4.7% quarter-over-quarter.
  • 106 funds opened new Bank of New York Mellon positions in Q4 2015 and 56 closed out, a net change of +50 holders.
  • The largest Bank of New York Mellon buyer in Q4 2015 was Ameriprise, an estimated $284M added.
  • The largest Bank of New York Mellon seller in Q4 2015 was T. Rowe Price Associates, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2015.