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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
SHJ
876
Sharkey, Howes & Javer
Colorado
$12K
TSU
877
TD Securities (USA)
New York
$10K -$16.2K -386 -61%
BCM
878
Blume Capital Management
California
$10K
VFA
879
Virtus Fund Advisers
Connecticut
$10K
WA
880
WealthTrust-Arizona
Arizona
$9K
AA
881
Apriem Advisors
California
$9K +$9.08K +216 New
HCM
882
Horrell Capital Management
Arkansas
$8K
WIC
883
Woodmont Investment Counsel
Tennessee
$8K
OC
884
Oakworth Capital
Alabama
$8K +$8.4K +200 New
OAJ
885
Ogorek Anthony Joseph
New York
$7K +$6.68K +159 New
DPA
886
Delphi Private Advisors
California
$6K +$6.22K +148 New
BFEC
887
Benjamin F. Edwards & Company
Missouri
$6K +$6.3K +150 New
DSC
888
Duncker Streett & Co
Missouri
$5K +$1.85K +44 +59%
UFA
889
US Financial Advisors
Massachusetts
$5K +$5.25K +125 New
TWA
890
TCI Wealth Advisors
Arizona
$4K
PHK
891
Point72 Hong Kong
Hong Kong
$4K +$4.2K +100 New
PRS
892
Pinkerton Retirement Specialists
Idaho
$3K
VCM
893
Vigilant Capital Management
Maine
$3K
Nuveen
894
Nuveen
North Carolina
$2.13K -$3.25M -77,396 -60%
WA
895
Winfield Associates
Ohio
$2K
RWM
896
Raffa Wealth Management
District of Columbia
$1.11K
Carson Wealth (CWM LLC)
897
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.05K +25 New
DIA
898
Dana Investment Advisors
Wisconsin
$251 -$251K -5,967 -96%
GC
899
Greenlight Capital
New York
-$157M -4,000,000 Closed
KP
900
Kiltearn Partners
United Kingdom
-$55.3M -1,411,415 Closed

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.