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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
876
Atwood & Palmer
Missouri
$58K
VCG
877
Vantage Consulting Group
Virginia
$56K +$50.8K +1,322 New
HA
878
H2O AM
United Kingdom
$55K -$18.2K -474 -27%
CYG
879
Clean Yield Group
Vermont
$55K
GCM
880
Gables Capital Management
Florida
$55K
BHWM
881
Bay Harbor Wealth Management
Maryland
$54K +$77 +2 +0.2%
SBL
882
Sargent Bickham Lagudis
Colorado
$53K
PCFFS
883
Pacific Center for Financial Services
California
$52K -$1.5K -39 -3%
MGIM
884
M&G Investment Management
United Kingdom
$51.2K -$21M -546,498 -31%
WB
885
Webster Bank
Connecticut
$51K
AL
886
ADE LLC
Maryland
$51K +$46.1K +1,200 New
CTFG
887
Capstone Triton Financial Group
Oklahoma
$51K +$46.2K +1,202 New
GWS
888
Glassman Wealth Services
Virginia
$50K +$7.57K +197 +20%
GRP
889
Global Retirement Partners
California
$50K +$13.6K +353 +43%
GWM
890
Greenhouse Wealth Management
Connecticut
$50K +$44.9K +1,169 New
CBT
891
CoreFirst Bank & Trust
Kansas
$50K +$44.9K +1,170 New
IAIM
892
International Assets Investment Management
Florida
$50K +$158K +4,109 New
M
893
MOTCO
Texas
$49K
COCM
894
Charter Oak Capital Management
New Hampshire
$49K +$44.3K +1,154 New
CT
895
Caldwell Trust
Florida
$46.9K
AssetMark Inc
896
AssetMark Inc
California
$46K +$1.96K +51 +5%
PWM
897
Perigon Wealth Management
California
$45K +$40.7K +1,061 New
BWM
898
Baystate Wealth Management
Massachusetts
$44K +$269 +7 +0.7%
EI
899
Ellevest Inc
New York
$44K +$14.3K +373 +57%
BCM
900
Bourgeon Capital Management
Connecticut
$42K

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.