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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
WPA
851
West Paces Advisors
Georgia
$67.6K
EWM
852
Edge Wealth Management
New York
$66K
SBL
853
Sargent Bickham Lagudis
Colorado
$64K
PCFFS
854
Pacific Center for Financial Services
California
$64K +$40.8K +854 +210%
ST
855
Smithfield Trust
Pennsylvania
$62K
EWM
856
Endurance Wealth Management
Rhode Island
$55K
FC
857
Ferris Capital
Massachusetts
$53K +$49.3K +1,030 New
AIM
858
Acrospire Investment Management
Illinois
$51K -$47.8K -1,000 -50%
AP
859
Atwood & Palmer
Missouri
$51K
BC
860
Blackhill Capital
New Jersey
$51K
CRC
861
Curi RMB Capital
Illinois
$51K
MCA
862
Mercer Capital Advisers
New Jersey
$51K
ACM
863
AUA Capital Management
Pennsylvania
$50K
FCA
864
Florence Capital Advisors
New York
$47K -$19.1K -400 -29%
SSB
865
Sandy Spring Bank
Maryland
$47K +$8.99K +188 +26%
Carson Wealth (CWM LLC)
866
Carson Wealth (CWM LLC)
Nebraska
$47K +$21.9K +458 +97%
SNT
867
Security National Trust
West Virginia
$45K
MUS
868
Mitsubishi UFJ Securities
Japan
$44K +$41.1K +860 New
LWCFA
869
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K -$9.57K -200 -20%
SIAS
870
Shine Investment Advisory Services
Colorado
$42K +$39.2K +820 New
NCM
871
Nelson Capital Management
California
$41K
RBC
872
Roble Belko & Company
Pennsylvania
$40K -$72.5K -1,516 -66%
LWM
873
Lenox Wealth Management
Ohio
$40K -$10.4K -218 -22%
CG
874
Cutler Group
California
$39K -$297K -6,210 -89%
MIC
875
MU Investments Company
Japan
$39K +$36.8K +770 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.