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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
826
FDO Partners
Massachusetts
$219K +$216K +4,122 New
LWAC
827
Laurel Wealth Advisors (California)
California
$218K +$216K +4,124 New
BCM
828
Brookstone Capital Management
Illinois
$217K -$7.98K -152 -4%
BCM
829
BTR Capital Management
California
$217K
BJL
830
Brighton Jones LLC
Washington
$216K -$13.7K -262 -6%
MCM
831
Murphy Capital Management
New Jersey
$215K +$213K +4,064 New
SLA
832
Silver Lake Advisory
Utah
$214K
CAG
833
Crestwood Advisors Group
Massachusetts
$212K
KA
834
Kovack Advisors
Florida
$212K +$210K +3,994 New
Capstone Investment Advisors
835
Capstone Investment Advisors
New York
$212K +$210K +4,000 New
NEAM
836
New England Asset Management
Connecticut
$212K +$210K +4,000 New
MCM
837
MAI Capital Management
Ohio
$207K +$205K +3,902 New
BFEC
838
Benjamin F. Edwards & Company
Missouri
$205K +$38.1K +726 +23%
CL
839
CPWM LLC
Washington
$203K -$253K -4,814 -56%
BAS
840
Brown Advisory Securities
Maryland
$203K +$201K +3,827 New
RC
841
Roundview Capital
New Jersey
$202K +$200K +3,805 New
RA
842
Rational Advisors
New York
$200K -$661K -12,600 -77%
FWM
843
Focused Wealth Management
New York
$195K -$3.67K -70 -2%
Lazard Asset Management
844
Lazard Asset Management
New York
$191K
WAM
845
Wealthspire Advisors (Maryland)
Maryland
$185K +$945 +18 +0.5%
LNB
846
Ledyard National Bank
$183K +$150K +2,867 +495%
SC
847
SRB Corp
Massachusetts
$179K -$21.6K -411 -11%
BONST
848
Bank of Nova Scotia Trust
Ontario, Canada
$178K +$176K +3,354 New
BC
849
Barnett & Company
Tennessee
$170K
WTB
850
Washington Trust Bank
Washington
$168K -$23.6K -450 -12%

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.