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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
AF
876
Allworth Financial
California
$38K -$1.82K -38 -5%
GAM
877
Gemmer Asset Management
California
$36K
WIM
878
Westside Investment Management
California
$35.4K +$430 +9 +1%
AIS
879
Accurate Investment Solutions
Pennsylvania
$35K +$48 +1 +0.1%
PCM
880
Penserra Capital Management
California
$35K +$33.2K +694 New
BG
881
Bollard Group
Massachusetts
$33K +$143 +3 +0.5%
OC
882
Oakworth Capital
Alabama
$31K
CWM
883
Catamount Wealth Management
Connecticut
$30K
HR
884
Howe & Rusling
New York
$30K
LNB
885
Ledyard National Bank
$30K
VCM
886
Versant Capital Management
Arizona
$29K
DSN
887
D. Scott Neal
Kentucky
$28K
VNA
888
Valley National Advisers
Pennsylvania
$27K +$96 +2 +0.4%
AOWM
889
Alpha Omega Wealth Management
Virginia
$26K -$23.9K -500 -50%
WA
890
Winfield Associates
Ohio
$25K +$1.44K +30 +6%
WA
891
WealthTrust-Arizona
Arizona
$24K +$12.2K +256 +116%
CHP
892
Cable Hill Partners
Oregon
$23K
TFO
893
Tarbox Family Office
California
$21K
TDC
894
Thompson Davis & Co
Virginia
$21K +$909 +19 +5%
SIM
895
Sonora Investment Management
Arizona
$20.4K
KLWA
896
Kelly Lawrence W & Associates
California
$20K
SAM
897
Shamrock Asset Management
Texas
$20K
IUHSA
898
Itau Unibanco Holding S.A.
Brazil
$20K +$19.1K +400 New
FCB
899
First Command Bank
Texas
$18K
FCFS
900
First Command Financial Services
Texas
$18K

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.