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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Caldwell Trust
Florida
$51.9K
CYG
827
Clean Yield Group
Vermont
$50K -$4.94K -135 -9%
M
828
Mirova
France
$50K -$878 -24 -2%
BCA
829
Berman Capital Advisors
Georgia
$50K +$11.6K +318 +32%
PCFFS
830
Pacific Center for Financial Services
California
$49K
SBL
831
Sargent Bickham Lagudis
Colorado
$48K
BHWM
832
Bay Harbor Wealth Management
Maryland
$47K +$44.8K +1,224 New
WB
833
Webster Bank
Connecticut
$46K -$21.7K -594 -33%
PCM
834
Penserra Capital Management
California
$46K -$1.72K -47 -4%
PFO
835
Pathstone Family Office
New Jersey
$46K
M
836
MOTCO
Texas
$44K +$8.05K +220 +24%
WPA
837
West Paces Advisors
Georgia
$43.4K
EWM
838
Endurance Wealth Management
Rhode Island
$42K
SIAS
839
Shine Investment Advisory Services
Colorado
$42K
AssetMark Inc
840
AssetMark Inc
California
$40K -$50.1K -1,369 -57%
BWM
841
Baystate Wealth Management
Massachusetts
$40K +$256 +7 +0.7%
CFG
842
Capstone Financial Group
Oklahoma
$40K +$10.8K +296 +39%
BAM
843
Bellevue Asset Management
Washington
$39K -$9.81K -268 -21%
BCM
844
Bourgeon Capital Management
Connecticut
$39K
GCM
845
Gables Capital Management
Florida
$39K
MCA
846
Mercer Capital Advisers
New Jersey
$39K
ZB
847
Zions Bancorporation
Utah
$37K +$2.34K +64 +7%
TI
848
Truehand Inc
New Hampshire
$36K
ATC
849
Adirondack Trust Company
New York
$35K
SCA
850
Stonebridge Capital Advisors
Minnesota
$35K

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.