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BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

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

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
901
Plante Moran Financial Advisors
Michigan
$17K -$143 -3 -0.9%
GEA
902
Glen Eagle Advisors
New Jersey
$16K +$15K +313 New
AIM
903
Advantage Investment Management
Iowa
$15K -$15.8K -330 -52%
EFSCE
904
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$10.1K -211 -42%
PCP
905
Proficio Capital Partners
Massachusetts
$15K -$5.79K -121 -30%
MSFP
906
Mark Sheptoff Financial Planning
Connecticut
$15K -$48 -1 -0.3%
OFW
907
Omnia Family Wealth
Florida
$15K
SHJ
908
Sharkey, Howes & Javer
Colorado
$15K
MLFP
909
MPS Loria Financial Planners
Illinois
$15K +$13.6K +284 New
VWA
910
V Wealth Advisors
Kansas
$15K +$14.3K +300 New
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$12.8K -$35.9K -750 -75%
VFA
912
Virtus Fund Advisers
Connecticut
$12K
IPC
913
Independent Portfolio Consultants
Florida
$11K -$957 -20 -8%
HS
914
Horan Securities
United States
$11K +$48 +1 +0.5%
IP
915
Intellectus Partners
California
$11K +$574 +12 +6%
BWM
916
Baystate Wealth Management
Massachusetts
$11K +$6.93K +145 +242%
TCM
917
Tradewinds Capital Management
Washington
$10K
MWM
918
Mascoma Wealth Management
New Hampshire
$9K -$9.57K -200 -53%
AWM
919
Avior Wealth Management
Nebraska
$9K
AAP
920
Arax Advisory Partners
Colorado
$9K +$4.5K +94 +112%
CBT
921
Central Bank & Trust
Kentucky
$8K -$3.49K -73 -32%
JAM
922
Jolley Asset Management
North Carolina
$8K -$2.15K -45 -23%
GI
923
Gradient Investments
Minnesota
$8K
CIA
924
Cascade Investment Advisors
Oregon
$7.65K
SIC
925
Salem Investment Counselors
North Carolina
$6K -$93.1K -1,947 -94%

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.