We are live on ! Find out more
BNY

Bank of New York Mellon

897 hedge funds and large institutions have $37B invested in Bank of New York Mellon in 2015 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 274 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $117M | Put options by funds: $82.3M

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

5% more funds holding

Funds holding: 858897 (+39)

5% more capital invested

Capital invested by funds: $35.3B → $37B (+$1.65B)

0.47% more ownership

Funds ownership: 81.71%82.18% (+0.47%)

21% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 345

Holders
897
Holders Change
+39
Holders Change %
+4.55%
% of All Funds
23.52%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.02%
New
106
Increased
274
Reduced
345
Closed
56
Calls
$117M
Puts
$82.3M
Net Calls
+$34.9M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
826
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.4K -$2.05M -48,671 -4%
EWM
827
Endurance Wealth Management
Rhode Island
$45K -$2.9K -69 -6%
DSN
828
D. Scott Neal
Kentucky
$45K +$45.4K +1,081 New
SNT
829
Security National Trust
West Virginia
$44K
HF
830
Hoxton Financial
West Virginia
$41K -$189K -4,500 -82%
LWCFA
831
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K -$4.2K -100 -9%
AP
832
Atwood & Palmer
Missouri
$41K
WTB
833
Washington Trust Bank
Washington
$41K
CFA
834
CT Financial Advisors
Pennsylvania
$40.5K
KA
835
Klingman & Associates
New York
$40K
GBT
836
Grove Bank & Trust
Florida
$36K +$36.3K +863 New
WRM
837
Westport Resources Management
Connecticut
$35K
LWM
838
LBA Wealth Management
Florida
$34K +$31.5K +750 +938%
KLWA
839
Kelly Lawrence W & Associates
California
$33K
NCM
840
Nelson Capital Management
California
$33K +$33.6K +800 New
SAM
841
Shamrock Asset Management
Texas
$32K
ZB
842
Zions Bancorporation
Utah
$31K -$24.5K -584 -40%
FNBSF
843
First National Bank Sioux Falls
South Dakota
$31K
M
844
MOTCO
Texas
$31K
AF
845
Allworth Financial
California
$31K +$8.4K +200 +36%
AIS
846
Accurate Investment Solutions
Pennsylvania
$29K +$29.5K +701 New
VCM
847
Versant Capital Management
Arizona
$29K +$29.6K +705 New
PFBT
848
Parkside Financial Bank & Trust
Missouri
$28K +$22.9K +544 +375%
WP
849
WealthPLAN Partners
Nebraska
$26.3K +$71.7K +1,706 New
GAM
850
Gemmer Asset Management
California
$26K +$966 +23 +4%

BNY Hedge Fund Activity: Q4 2015 in Review

897 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2015, worth a combined $37B — up 4.7% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BNY positions and 56 closed out — a net gain of 50 holders — while 274 added to existing stakes and 345 trimmed.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was T. Rowe Price Associates, cutting an estimated $174M.

  • 897 institutional investors held Bank of New York Mellon (BNY) as of Q4 2015, up from 858 in Q3 2015.
  • Funds reported $37B of Bank of New York Mellon stock for Q4 2015, up 4.7% quarter-over-quarter.
  • 106 funds opened new Bank of New York Mellon positions in Q4 2015 and 56 closed out, a net change of +50 holders.
  • The largest Bank of New York Mellon buyer in Q4 2015 was Ameriprise, an estimated $284M added.
  • The largest Bank of New York Mellon seller in Q4 2015 was T. Rowe Price Associates, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2015.