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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
ATC
876
Adirondack Trust Company
New York
$87K
PFBT
877
Parkside Financial Bank & Trust
Missouri
$87K
ZB
878
Zions Bancorporation
Utah
$78K +$71.8K +1,369 +1,355%
FA
879
Financial Advantage
Maryland
$76K +$74.9K +1,428 New
RWA
880
Ropes Wealth Advisors
Massachusetts
$73K
EFSCE
881
Enterprise Financial Services Corp (EFSC)
Missouri
$69K +$52.5K +1,000 +342%
EWM
882
Edge Wealth Management
New York
$67K
PCFFS
883
Pacific Center for Financial Services
California
$67K
SBL
884
Sargent Bickham Lagudis
Colorado
$66K
ST
885
Smithfield Trust
Pennsylvania
$65K
GT
886
Greenleaf Trust
Michigan
$64K +$63.8K +1,215 New
Carson Wealth (CWM LLC)
887
Carson Wealth (CWM LLC)
Nebraska
$61K +$11.7K +223 +24%
EWM
888
Endurance Wealth Management
Rhode Island
$58K
AP
889
Atwood & Palmer
Missouri
$53K
BC
890
Blackhill Capital
New Jersey
$53K
CRC
891
Curi RMB Capital
Illinois
$53K
FCA
892
Florence Capital Advisors
New York
$53K
MCA
893
Mercer Capital Advisers
New Jersey
$53K
NIT
894
NumerixS Investment Technologies
British Columbia, Canada
$53K +$52.5K +1,000 New
ACM
895
AUA Capital Management
Pennsylvania
$52K
SIAS
896
Shine Investment Advisory Services
Colorado
$49K +$5.14K +98 +12%
VIMU
897
Veritas Investment Management (UK)
United Kingdom
$47K +$46.9K +893 New
MUS
898
Mitsubishi UFJ Securities
Japan
$46K
SNT
899
Security National Trust
West Virginia
$46K
QAM
900
QCI Asset Management
New York
$45K -$29.9K -570 -40%

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.