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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
AP
801
Atwood & Palmer
Missouri
$40K
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
CFA
803
CT Financial Advisors
Pennsylvania
$39.2K
KA
804
Klingman & Associates
New York
$38K
ZB
805
Zions Bancorporation
Utah
$37K +$15.6K +391 +72%
WRM
806
Westport Resources Management
Connecticut
$34K
NCM
807
Nelson Capital Management
California
$32K
AA
808
Apriem Advisors
California
$31K -$39.9K -1,000 -57%
AF
809
Allworth Financial
California
$30K
LCS
810
Levin Capital Strategies
New York
$29.3K -$1.27M -31,797 -4%
SSB
811
Sandy Spring Bank
Maryland
$29K -$17K -426 -37%
WP
812
WealthPLAN Partners
Nebraska
$28.8K -$28.4K -711 -50%
AIS
813
Accurate Investment Solutions
Pennsylvania
$28K
GAM
814
Gemmer Asset Management
California
$28K +$3K +75 +12%
EFSCE
815
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$6.35K +159 +30%
BG
816
Bollard Group
Massachusetts
$26K +$25.8K +647 New
VCM
817
Versant Capital Management
Arizona
$25K -$799 -20 -3%
VOYA Investment Management
818
VOYA Investment Management
Georgia
$24.4K -$249K -6,228 -1%
CWM
819
Catamount Wealth Management
Connecticut
$24K
OC
820
Oakworth Capital
Alabama
$24K
DSN
821
D. Scott Neal
Kentucky
$22K -$21.5K -539 -50%
RWA
822
Ropes Wealth Advisors
Massachusetts
$22K +$21.6K +540 New
FNBSF
823
First National Bank Sioux Falls
South Dakota
$21K -$9.83K -246 -32%
VNA
824
Valley National Advisers
Pennsylvania
$21K +$80 +2 +0.4%
GWS
825
Glassman Wealth Services
Virginia
$20K -$15K -375 -43%

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.