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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
CCS
851
Crosspoint Capital Strategies
California
$26K +$25.5K +608 +1,448%
CWM
852
Catamount Wealth Management
Connecticut
$25K
IWMPD
853
Integrated Wealth Management (Palm Desert)
California
$24K
LNB
854
Ledyard National Bank
$24K
AWMS
855
Advocacy Wealth Management Services
Georgia
$22K +$22.1K +525 New
RWG
856
Regal Wealth Group
California
$22K +$22.4K +534 New
1832 Asset Management
857
1832 Asset Management
Ontario, Canada
$21K
VNA
858
Valley National Advisers
Pennsylvania
$21K +$84 +2 +0.4%
MPWT
859
MassMutual Private Wealth & Trust
Connecticut
$20.8K +$7.44K +177 +54%
TCM
860
Tradewinds Capital Management
Washington
$20K
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K +$11.6K +275 +133%
GWM
862
Gupta Wealth Management
California
$18K -$198K -4,709 -92%
PR
863
Payden & Rygel
California
$18K +$17.9K +427 New
TDC
864
Thompson Davis & Co
Virginia
$17K -$546 -13 -3%
HR
865
Howe & Rusling
New York
$16K
TFO
866
Tarbox Family Office
California
$16K +$4.03K +96 +33%
DBT
867
Dubuque Bank & Trust
Iowa
$16K +$16.4K +390 New
ACP
868
Arcus Capital Partners
Georgia
$16K +$16.8K +400 New
BAM
869
Bruderman Asset Management
New York
$15K
GWS
870
Glassman Wealth Services
Virginia
$15K
CHP
871
Cable Hill Partners
Oregon
$14K
PMFA
872
Plante Moran Financial Advisors
Michigan
$14K
PCP
873
Proficio Capital Partners
Massachusetts
$13K +$13.4K +319 New
PCM
874
Prelude Capital Management
New York
$13K +$13.4K +320 New
IPC
875
Independent Portfolio Consultants
Florida
$12K

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.