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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$82K +$7.79K +213 +11%
RIM
802
Rockbridge Investment Management
New York
$81K +$77K +2,105 New
TWA
803
TCI Wealth Advisors
Arizona
$80K +$2.42K +66 +3%
PCTC
804
Perkins Coie Trust Company
Washington
$78K
BL
805
Bleichroeder LP
New York
$77K
CCA
806
Column Capital Advisors
Indiana
$75K +$7.21K +197 +11%
HDIM
807
Hanson & Doremus Investment Management
Vermont
$72K -$12.3K -335 -15%
MHR
808
Matthew Hamilton Rosenberg
$71K
GFPC
809
Global Financial Private Client
Florida
$71K +$35.9K +981 +108%
VFA
810
Valeo Financial Advisors
Indiana
$70K +$183 +5 +0.3%
AWM
811
AllSquare Wealth Management
New York
$70K +$34.1K +931 +104%
WT
812
Washington Trust
Rhode Island
$67K -$1.51M -41,380 -96%
PA
813
Procyon Advisors
Connecticut
$67K +$1.79K +49 +3%
HIA
814
Harbor Investment Advisory
Maryland
$67K +$3.29K +90 +5%
TPCW
815
TD Private Client Wealth
New York
$66.4K -$29.7K -812 -32%
FHA
816
Flagship Harbor Advisors
Massachusetts
$66K +$915 +25 +1%
RFA
817
Reilly Financial Advisors
California
$64K
LWANC
818
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K -$11K -300 -15%
LTI
819
Laffer Tengler Investments
Tennessee
$62.6K +$59.3K +1,620 New
IA
820
IFP Advisors
Florida
$59K +$6K +164 +12%
BCM
821
Blume Capital Management
California
$58K
PK
822
Pflug Koory
Nebraska
$57K +$2.93K +80 +6%
FA
823
Financial Advantage
Maryland
$55K
HFA
824
HC Financial Advisors
California
$54K
AP
825
Atwood & Palmer
Missouri
$52K

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.