Bank of New York Mellon
BNY
803 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2014 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 232 increasing their positions, 337 reducing their positions, and 38 closing their positions.
111% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 38
5% more funds holding
Funds holding: 766 → 803 (+37)
0% more capital invested
Capital invested by funds: $35.9B → $36.1B (+$154M)
8% less call options, than puts
Call options by funds: $94M | Put options by funds: $102M
1.6% less ownership
Funds ownership: 84.04% → 82.44% (-1.6%)
10% less funds holding in top 10
Funds holding in top 10: 40 → 36 (-4)
31% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 337
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marcato Capital Management
San Francisco,
California
|
+$691M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$651M |
| 3 |
TFM
Trian Fund Management
New York
|
+$381M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$313M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$70.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$700M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$520M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$333M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$308M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$177M |
BNY Hedge Fund Activity: Q3 2014 in Review
803 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2014, worth a combined $36.1B — up 0.43% from $35.9B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new BNY positions and 38 closed out — a net gain of 42 holders — while 232 added to existing stakes and 337 trimmed.
The largest buyer was Marcato Capital Management, opening a new position worth an estimated $691M. The largest seller was Southeastern Asset Management, cutting an estimated $700M.
- 803 institutional investors held Bank of New York Mellon (BNY) as of Q3 2014, up from 766 in Q2 2014.
- Funds reported $36.1B of Bank of New York Mellon stock for Q3 2014, up 0.43% quarter-over-quarter.
- 80 funds opened new Bank of New York Mellon positions in Q3 2014 and 38 closed out, a net change of +42 holders.
- The largest Bank of New York Mellon buyer in Q3 2014 was Marcato Capital Management, an estimated $691M added.
- The largest Bank of New York Mellon seller in Q3 2014 was Southeastern Asset Management, an estimated $700M sold.
Based on aggregated 13F filings for Q3 2014.