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BNY

Bank of New York Mellon

935 hedge funds and large institutions have $40.5B invested in Bank of New York Mellon in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 303 increasing their positions, 377 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 81.97%82.78% (+0.81%)

1% less capital invested

Capital invested by funds: $41.1B → $40.5B (-$593M)

3% less funds holding

Funds holding: 967935 (-32)

19% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 98

20% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 377

20% less funds holding in top 10

Funds holding in top 10: 4536 (-9)

63% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $187M

Holders
935
Holders Change
-32
Holders Change %
-3.31%
% of All Funds
23.27%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.9%
New
79
Increased
303
Reduced
377
Closed
98
Calls
$68.8M
Puts
$187M
Net Calls
-$118M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
826
Perkins Coie Trust Company
Washington
$115K
CFG
827
CKW Financial Group
Hawaii
$113K -$18.7K -400 -14%
ASN
828
Advisory Services Network
Georgia
$111K +$110K +2,349 New
RBC
829
Roble Belko & Company
Pennsylvania
$109K -$10.1K -215 -9%
TCM
830
TD Capital Management
Tennessee
$109K
WAM
831
Wealthspire Advisors (Maryland)
Maryland
$104K +$4.3K +92 +4%
ACS
832
Archford Capital Strategies
Illinois
$98K +$97K +2,073 New
SIC
833
Salem Investment Counselors
North Carolina
$96K -$5.61K -120 -5%
GWS
834
Glassman Wealth Services
Virginia
$95K +$53.4K +1,141 +130%
KPCM
835
Kings Point Capital Management
New York
$94K
SM
836
Salzhauer Michael
$94K
AIM
837
Acrospire Investment Management
Illinois
$94K +$93.5K +2,000 New
ATC
838
Adirondack Trust Company
New York
$91K
PG
839
Patten Group
Tennessee
$91K
WA
840
WFG Advisors
Texas
$88K -$1.64K -35 -2%
AIM
841
Arcadia Investment Management
Michigan
$87K
HDIM
842
Hanson & Doremus Investment Management
Vermont
$84K
NEI
843
Northwest & Ethical Investments
Ontario, Canada
$81.4K -$32.7K -700 -29%
CYG
844
Clean Yield Group
Vermont
$76K +$75K +1,603 New
FIB
845
First Interstate Bank
Montana
$71K
PFBT
846
Parkside Financial Bank & Trust
Missouri
$71K +$842 +18 +1%
AA
847
Apriem Advisors
California
$68K -$47.6K -1,018 -41%
TRCT
848
Tower Research Capital (TRC)
New York
$66K -$1.46M -31,212 -96%
FCA
849
Florence Capital Advisors
New York
$66K
WPA
850
West Paces Advisors
Georgia
$62.6K +$3.98K +85 +7%

BNY Hedge Fund Activity: Q1 2017 in Review

935 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2017, worth a combined $40.5B — down 1.4% from $41.1B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BNY and 79 opened new positions — a net loss of 19 holders — while 377 trimmed existing stakes and 303 added.

The largest buyer was BlackRock, adding an estimated $2.58B. The largest seller was Millennium Management, cutting an estimated $251M.

  • 935 institutional investors held Bank of New York Mellon (BNY) as of Q1 2017, down from 967 in Q4 2016.
  • Funds reported $40.5B of Bank of New York Mellon stock for Q1 2017, down 1.4% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q1 2017 and 98 closed out, a net change of -19 holders.
  • The largest Bank of New York Mellon buyer in Q1 2017 was BlackRock, an estimated $2.58B added.
  • The largest Bank of New York Mellon seller in Q1 2017 was Millennium Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2017.