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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
LWCFA
876
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
VNA
877
Valley National Advisers
Pennsylvania
$21K +$146 +4 +0.8%
GAM
878
Gemmer Asset Management
California
$20K -$2.78K -76 -13%
ACM
879
AUA Capital Management
Pennsylvania
$20K
LWM
880
Lenox Wealth Management
Ohio
$20K +$988 +27 +5%
FCA
881
FinTrust Capital Advisors
South Carolina
$19K -$112K -3,060 -86%
FWM
882
FSA Wealth Management
Massachusetts
$19K
BWA
883
BDO Wealth Advisors
Florida
$18K
EARNEST Partners
884
EARNEST Partners
Georgia
$17K
TFS
885
TrustCore Financial Services
Tennessee
$17K
AIC
886
Archer Investment Corporation
Indiana
$16.9K
TFO
887
Tarbox Family Office
California
$16K -$2.96K -81 -17%
BBA
888
Braun-Bostich & Associates
Pennsylvania
$16K
PP
889
PrairieView Partners
Minnesota
$16K
Loomis, Sayles & Company
890
Loomis, Sayles & Company
Massachusetts
$15K -$768 -21 -5%
KLWA
891
Kelly Lawrence W & Associates
California
$15K
SIM
892
Sonora Investment Management
Arizona
$15K
TF
893
Tompkins Financial
New York
$15K
FCB
894
First Command Bank
Texas
$14K
FCFS
895
First Command Financial Services
Texas
$14K
SNT
896
Security National Trust
West Virginia
$14K
SWM
897
Sugarloaf Wealth Management
Georgia
$14K
TL
898
TrueWealth LLC
Georgia
$14K
ADL
899
Asset Dedication LLC
California
$13K +$37 +1 +0.3%
CMA
900
Cedar Mountain Advisors
Oregon
$13K +$2.23K +61 +23%

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.