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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
901
Sandy Spring Bank
Maryland
$44K -$4.2K -80 -9%
PCM
902
Penserra Capital Management
California
$43K +$6.4K +122 +18%
LWCFA
903
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
RBC
904
Roble Belko & Company
Pennsylvania
$42K
LWM
905
Lenox Wealth Management
Ohio
$40K -$1.21K -23 -3%
WIM
906
Westside Investment Management
California
$40K +$2.83K +54 +8%
GAM
907
Gemmer Asset Management
California
$37K
BWM
908
Baystate Wealth Management
Massachusetts
$37K +$24.9K +475 +232%
BG
909
Bollard Group
Massachusetts
$35K +$157 +3 +0.5%
MIC
910
MU Investments Company
Japan
$33K -$7.87K -150 -19%
SA
911
SRH Advisors
Kansas
$33K +$32.3K +615 New
CWM
912
Catamount Wealth Management
Connecticut
$32K
OC
913
Oakworth Capital
Alabama
$32K
VNA
914
Valley National Advisers
Pennsylvania
$31K +$3.2K +61 +12%
AF
915
Allworth Financial
California
$29K -$10.5K -200 -27%
HR
916
Howe & Rusling
New York
$28K -$4.04K -77 -13%
VCM
917
Versant Capital Management
Arizona
$28K -$2.47K -47 -8%
CHP
918
Cable Hill Partners
Oregon
$28K +$4.46K +85 +19%
AOWM
919
Alpha Omega Wealth Management
Virginia
$27K
WA
920
Winfield Associates
Ohio
$26K
WA
921
WealthTrust-Arizona
Arizona
$25K
TFO
922
Tarbox Family Office
California
$24K +$2.26K +43 +10%
MPWT
923
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$7.82K +149 +60%
KLWA
924
Kelly Lawrence W & Associates
California
$21K
SAM
925
Shamrock Asset Management
Texas
$21K

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.