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BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

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

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
826
Quadrant Capital Group
Ohio
$145K -$19.8K -415 -11%
BWA
827
Burt Wealth Advisors
Maryland
$139K +$126K +2,624 +2,187%
NEI
828
Northwest & Ethical Investments
Ontario, Canada
$139K +$19.1K +400 +23%
ASN
829
Advisory Services Network
Georgia
$138K +$17.4K +363 +15%
MCM
830
Manchester Capital Management
Vermont
$133K
HI
831
Hudock Inc
Pennsylvania
$130K +$335 +7 +0.3%
ED
832
Exane Derivatives
France
$130K +$122K +2,542 New
OIA
833
OneDigital Investment Advisors
Kansas
$126K +$118K +2,466 New
CFG
834
CKW Financial Group
Hawaii
$124K
PCTC
835
Perkins Coie Trust Company
Washington
$124K
GLI
836
Guardian Life Insurance
New York
$120K -$79.2K -1,656 -41%
FIB
837
First Interstate Bank
Montana
$119K +$40.3K +842 +56%
TCM
838
TD Capital Management
Tennessee
$117K
PG
839
Patten Group
Tennessee
$105K
KPCM
840
Kings Point Capital Management
New York
$102K
SM
841
Salzhauer Michael
$102K
WA
842
WFG Advisors
Texas
$96K
AIM
843
Arcadia Investment Management
Michigan
$94K
HDIM
844
Hanson & Doremus Investment Management
Vermont
$91K
GWS
845
Glassman Wealth Services
Virginia
$84K -$17.7K -370 -18%
ATC
846
Adirondack Trust Company
New York
$84K -$12.9K -270 -14%
PFBT
847
Parkside Financial Bank & Trust
Missouri
$84K +$6.79K +142 +9%
QAM
848
QCI Asset Management
New York
$72K -$58.8K -1,230 -46%
CIAN
849
Capstone Investment Advisors (Netherlands)
New York
$71K +$66.2K +1,385 New
RWA
850
Ropes Wealth Advisors
Massachusetts
$70K +$65.8K +1,375 New

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.