We are live on ! Find out more
BNY

Bank of New York Mellon

902 hedge funds and large institutions have $37.9B invested in Bank of New York Mellon in 2015 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 262 increasing their positions, 339 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 51

34% more call options, than puts

Call options by funds: $94.4M | Put options by funds: $70.5M

6% more funds holding

Funds holding: 854902 (+48)

4% more funds holding in top 10

Funds holding in top 10: 4547 (+2)

2% more capital invested

Capital invested by funds: $37.1B → $37.9B (+$810M)

2.07% less ownership

Funds ownership: 82.74%80.66% (-2.1%)

23% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 339

Holders
902
Holders Change
+48
Holders Change %
+5.62%
% of All Funds
24.29%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
1.27%
New
113
Increased
262
Reduced
339
Closed
51
Calls
$94.4M
Puts
$70.5M
Net Calls
+$23.9M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
826
Financial Advantage
Maryland
$60K
ASN
827
Advisory Services Network
Georgia
$57K -$52.1K -1,223 -48%
ATC
828
Adirondack Trust Company
New York
$56K
BKA
829
Brick & Kyle Associates
Pennsylvania
$53K
HCMT
830
Highland Capital Management (Tennessee)
Tennessee
$53K +$54.2K +1,273 New
SSB
831
Sandy Spring Bank
Maryland
$49K +$18.2K +426 +58%
Manulife (Manufacturers Life Insurance)
832
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.9K -$1.86M -43,641 -4%
FFC
833
First Financial Corp
Indiana
$48K
EWM
834
Endurance Wealth Management
Rhode Island
$48K +$49.2K +1,154 New
LWCFA
835
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K
WTB
836
Washington Trust Bank
Washington
$46K
SNT
837
Security National Trust
West Virginia
$44K
AP
838
Atwood & Palmer
Missouri
$42K
CFA
839
CT Financial Advisors
Pennsylvania
$41.2K
KA
840
Klingman & Associates
New York
$41K
LFR
841
Lehman Financial Resources
Pennsylvania
$41K
LWA
842
Lenox Wealth Advisors
New York
$40K -$40.2K -943 -50%
WA
843
Waverly Advisors
Alabama
$39K
WP
844
WealthPLAN Partners
Nebraska
$37K -$9.84K -231 -21%
WRM
845
Westport Resources Management
Connecticut
$36K -$10.5K -247 -23%
LWM
846
LBA Wealth Management
Florida
$35K
KLWA
847
Kelly Lawrence W & Associates
California
$34K -$4.26K -100 -11%
OFS
848
Orrstown Financial Services
Pennsylvania
$34K +$34.1K +800 New
SSG
849
Summit Securities Group
New York
$34K +$34.1K +800 New
VIA
850
Vantage Investment Advisors
Pennsylvania
$32K -$75.6K -1,774 -70%

BNY Hedge Fund Activity: Q2 2015 in Review

902 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2015, worth a combined $37.9B — up 2.2% from $37.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BNY positions and 51 closed out — a net gain of 62 holders — while 262 added to existing stakes and 339 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $193M. The largest seller was Davis Selected Advisers, cutting an estimated $554M.

  • 902 institutional investors held Bank of New York Mellon (BNY) as of Q2 2015, up from 854 in Q1 2015.
  • Funds reported $37.9B of Bank of New York Mellon stock for Q2 2015, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of New York Mellon positions in Q2 2015 and 51 closed out, a net change of +62 holders.
  • The largest Bank of New York Mellon buyer in Q2 2015 was T. Rowe Price Associates, an estimated $193M added.
  • The largest Bank of New York Mellon seller in Q2 2015 was Davis Selected Advisers, an estimated $554M sold.

Based on aggregated 13F filings for Q2 2015.