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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
801
Laurie J. Hall Trustee
$251K
KIA
802
KCM Investment Advisors
California
$250K
BB
803
Busey Bank
Illinois
$250K +$248K +4,720 New
FBT
804
First Bank & Trust
South Dakota
$248K -$7.08K -135 -3%
SCM
805
Salem Capital Management
Massachusetts
$246K
LCM
806
Logan Capital Management
Pennsylvania
$245K -$1.84K -35 -0.8%
BTW
807
Boston Trust Walden
Massachusetts
$243K
CB
808
Community Bank
New York
$243K
IIM
809
Ironwood Investment Management
Massachusetts
$243K
SBIA
810
Sheaff Brock Investment Advisors
Indiana
$242K
AIM
811
Aspen Investment Management
Michigan
$241K
FCFC
812
First Commonwealth Financial Corp
Pennsylvania
$239K
WIA
813
Westbourne Investment Advisors
Maryland
$238K -$3.67K -70 -2%
IIC
814
Integrated Investment Consultants
Michigan
$236K +$1.57K +30 +0.7%
SMC
815
Smith, Moore & Co
Missouri
$236K +$234K +4,452 New
HA
816
Harfst & Associates
Wyoming
$234K -$2.99K -57 -1%
PFSC
817
Peoples Financial Services Corp
Pennsylvania
$233K
PA
818
Parallel Advisors
California
$229K +$1.42K +27 +0.6%
VST
819
Van Strum & Towne
California
$228K -$30.2K -575 -12%
TIA
820
Tiemann Investment Advisors
California
$227K +$18.4K +350 +9%
IH
821
IFC Holdings
Florida
$225K -$1.42K -27 -0.6%
DPIM
822
Duff & Phelps Investment Management
Illinois
$222K -$12.6K -240 -5%
PFS
823
Prospera Financial Services
Texas
$222K
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$221K +$735 +14 +0.3%
FCIM
825
Fairview Capital Investment Management
California
$220K +$218K +4,150 New

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.