Bank of New York Mellon
BNY
874 hedge funds and large institutions have $37.4B invested in Bank of New York Mellon in 2014 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 270 increasing their positions, 312 reducing their positions, and 31 closing their positions.
261% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 31
9% more funds holding
Funds holding: 803 → 874 (+71)
4% more capital invested
Capital invested by funds: $36.1B → $37.4B (+$1.3B)
0% more funds holding in top 10
Funds holding in top 10: 36 → 36 (0)
0.53% less ownership
Funds ownership: 82.44% → 81.91% (-0.53%)
9% less call options, than puts
Call options by funds: $119M | Put options by funds: $130M
13% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 312
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$316M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$140M |
| 3 |
IIM
Ivory Investment Management
New York
|
+$94.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$78.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$345M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$275M |
| 3 |
Morgan Stanley
New York
|
-$221M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
-$191M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$74.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
901
Private Trust Company
Cleveland,
Ohio
| – | -$58K | -1,496 | Closed |
|
|
CFN
902
Cordasco Financial Network
Naples,
Florida
| – | -$38K | -988 | Closed |
|
|
OCM
903
One Capital Management
Westlake Village,
California
| – | -$8K | -214 | Closed |
|
904
Group One Trading
Chicago,
Illinois
| – | -$4K | -100 | Closed |
|
|
ST
905
Spot Trading
Chicago,
Illinois
| – | +$313 | +8 | New |
|
BNY Hedge Fund Activity: Q4 2014 in Review
874 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2014, worth a combined $37.4B — up 3.6% from $36.1B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new BNY positions and 31 closed out — a net gain of 81 holders — while 270 added to existing stakes and 312 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $316M. The largest seller was Southeastern Asset Management, cutting an estimated $345M.
- 874 institutional investors held Bank of New York Mellon (BNY) as of Q4 2014, up from 803 in Q3 2014.
- Funds reported $37.4B of Bank of New York Mellon stock for Q4 2014, up 3.6% quarter-over-quarter.
- 112 funds opened new Bank of New York Mellon positions in Q4 2014 and 31 closed out, a net change of +81 holders.
- The largest Bank of New York Mellon buyer in Q4 2014 was T. Rowe Price Associates, an estimated $316M added.
- The largest Bank of New York Mellon seller in Q4 2014 was Southeastern Asset Management, an estimated $345M sold.
Based on aggregated 13F filings for Q4 2014.