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BNY

Bank of New York Mellon

935 hedge funds and large institutions have $40.5B invested in Bank of New York Mellon in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 303 increasing their positions, 377 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 81.97%82.78% (+0.81%)

1% less capital invested

Capital invested by funds: $41.1B → $40.5B (-$593M)

3% less funds holding

Funds holding: 967935 (-32)

19% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 98

20% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 377

20% less funds holding in top 10

Funds holding in top 10: 4536 (-9)

63% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $187M

Holders
935
Holders Change
-32
Holders Change %
-3.31%
% of All Funds
23.27%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.9%
New
79
Increased
303
Reduced
377
Closed
98
Calls
$68.8M
Puts
$187M
Net Calls
-$118M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
901
Plante Moran Financial Advisors
Michigan
$16K -$8.19K -175 -34%
OFW
902
Omnia Family Wealth
Florida
$14K
SHJ
903
Sharkey, Howes & Javer
Colorado
$14K
MSFP
904
Mark Sheptoff Financial Planning
Connecticut
$14K +$47 +1 +0.3%
ZB
905
Zions Bancorporation
Utah
$13K -$30.7K -656 -71%
WP
906
WealthPLAN Partners
Nebraska
$11.2K +$11.1K +238 New
CBT
907
Central Bank & Trust
Kentucky
$11K -$7.81K -167 -42%
IPC
908
Independent Portfolio Consultants
Florida
$11K -$795 -17 -7%
VFA
909
Virtus Fund Advisers
Connecticut
$11K
BTIS
910
BB&T Investment Services
North Carolina
$10K -$38K -813 -78%
IP
911
Intellectus Partners
California
$10K
WA
912
WealthTrust-Arizona
Arizona
$10K
KKAMG
913
Kernodle & Katon Asset Management Group
Arkansas
$10K +$1.36K +29 +16%
HS
914
Horan Securities
United States
$10K +$9.87K +211 New
JAM
915
Jolley Asset Management
North Carolina
$9K
TCM
916
Tradewinds Capital Management
Washington
$9K
IWM
917
IHT Wealth Management
Illinois
$8K -$1.12K -24 -12%
AWM
918
Avior Wealth Management
Nebraska
$8K +$8.19K +175 New
CIA
919
Cascade Investment Advisors
Oregon
$7.08K +$1.4K +30 +25%
GI
920
Gradient Investments
Minnesota
$7K +$47 +1 +0.7%
AAF
921
Andra AP-fonden
Sweden
$6.54K -$426K -9,100 -6%
BWA
922
Burt Wealth Advisors
Maryland
$6K -$123K -2,624 -96%
TWA
923
TCI Wealth Advisors
Arizona
$5K
TG
924
TLP Group
Illinois
$5K +$4.96K +106 New
CWM
925
Cedar Wealth Management
California
$4K

BNY Hedge Fund Activity: Q1 2017 in Review

935 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2017, worth a combined $40.5B — down 1.4% from $41.1B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BNY and 79 opened new positions — a net loss of 19 holders — while 377 trimmed existing stakes and 303 added.

The largest buyer was BlackRock, adding an estimated $2.58B. The largest seller was Millennium Management, cutting an estimated $251M.

  • 935 institutional investors held Bank of New York Mellon (BNY) as of Q1 2017, down from 967 in Q4 2016.
  • Funds reported $40.5B of Bank of New York Mellon stock for Q1 2017, down 1.4% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q1 2017 and 98 closed out, a net change of -19 holders.
  • The largest Bank of New York Mellon buyer in Q1 2017 was BlackRock, an estimated $2.58B added.
  • The largest Bank of New York Mellon seller in Q1 2017 was Millennium Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2017.