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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
ME
851
McIlrath & Eck
Washington
$35K +$28.8K +788 +630%
GWS
852
Glassman Wealth Services
Virginia
$34K -$293 -8 -0.9%
BL
853
Balentine LLC
Georgia
$34K +$12.1K +331 +60%
PCIA
854
Prime Capital Investment Advisors
Kansas
$32K -$1.13K -31 -4%
EWM
855
Edge Wealth Management
New York
$32K
ST
856
Sageworth Trust
Pennsylvania
$31K -$51.8K -1,416 -64%
BFC
857
Bedel Financial Consulting
Indiana
$31K
GRP
858
Global Retirement Partners
California
$31K +$2.89K +79 +11%
EI
859
Ellevest Inc
New York
$31K +$16.9K +462 +135%
CWM
860
Campbell Wealth Management
Virginia
$31K +$29.3K +800 New
LAS
861
Lloyd Advisory Services
Georgia
$31K +$29.5K +806 New
PB
862
Pinnacle Bancorp
Nebraska
$30K
SCM
863
Silvant Capital Management
Georgia
$30K
HWA
864
Heritage Wealth Advisors
Virginia
$27.1K
EP
865
Eudaimonia Partners
Tennessee
$27K
BG
866
Bollard Group
Massachusetts
$27K +$110 +3 +0.4%
SSB
867
Sandy Spring Bank
Maryland
$25K -$25.8K -706 -52%
SGAM
868
Smith Group Asset Management
Texas
$25K -$805 -22 -3%
EW
869
Evoke Wealth
California
$25K +$1.02K +28 +4%
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$13.2K +362 +123%
MA
871
Modus Advisors
Minnesota
$25K +$23.2K +634 New
OC
872
Oakworth Capital
Alabama
$24K
CWC
873
Carolinas Wealth Consulting
North Carolina
$24K +$22.9K +626 New
CB
874
CNB Bank
Pennsylvania
$22K
GI
875
Gradient Investments
Minnesota
$22K +$183 +5 +0.9%

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.