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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
QCG
851
Quadrant Capital Group
Ohio
$168K +$3.94K +75 +2%
ASN
852
Advisory Services Network
Georgia
$153K +$9.13K +174 +6%
HCA
853
Horan Capital Advisors
Ohio
$139K +$138K +2,627 New
MCM
854
Manchester Capital Management
Vermont
$138K
HI
855
Hudock Inc
Pennsylvania
$135K +$367 +7 +0.3%
FIB
856
First Interstate Bank
Montana
$134K +$10.2K +195 +8%
ED
857
Exane Derivatives
France
$133K -$1.31K -25 -1%
RE
858
RBC Europe
United Kingdom
$133K +$131K +2,500 New
OIA
859
OneDigital Investment Advisors
Kansas
$130K -$787 -15 -0.6%
PCTC
860
Perkins Coie Trust Company
Washington
$129K
GEA
861
Glen Eagle Advisors
New Jersey
$128K +$110K +2,100 +671%
CFG
862
CKW Financial Group
Hawaii
$127K
GLI
863
Guardian Life Insurance
New York
$125K +$315 +6 +0.3%
NEI
864
Northwest & Ethical Investments
Ontario, Canada
$123K +$10.5K +200 +9%
TCM
865
TD Capital Management
Tennessee
$122K
WPA
866
West Paces Advisors
Georgia
$113K +$42K +800 +60%
KPCM
867
Kings Point Capital Management
New York
$106K
SM
868
Salzhauer Michael
$106K +$262 +5 +0.3%
Acadian Asset Management
869
Acadian Asset Management
Massachusetts
$103K -$2.76M -52,647 -96%
IR
870
Invictus RG
Bermuda
$102K +$101K +1,932 New
PG
871
Patten Group
Tennessee
$99K -$3.25K -62 -3%
AIM
872
Arcadia Investment Management
Michigan
$98K
LC
873
Landaas & Company
Wisconsin
$96K +$95K +1,811 New
HDIM
874
Hanson & Doremus Investment Management
Vermont
$95K
GWS
875
Glassman Wealth Services
Virginia
$88K +$262 +5 +0.3%

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.