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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
901
TD Ameritrade Investment Management
Nebraska
$95K +$36.8K +772 +69%
PFBT
902
Parkside Financial Bank & Trust
Missouri
$90K +$7.49K +157 +10%
M
903
Mirova
France
$90K +$37K +776 +77%
VFA
904
Valeo Financial Advisors
Indiana
$89K +$239 +5 +0.3%
RFA
905
Reilly Financial Advisors
California
$84K
LWANC
906
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K
HDIM
907
Hanson & Doremus Investment Management
Vermont
$81K
MFS
908
Mirabella Financial Services
United Kingdom
$81K +$76.5K +1,602 New
SSB
909
Sandy Spring Bank
Maryland
$77K +$21.2K +445 +41%
Loomis, Sayles & Company
910
Loomis, Sayles & Company
Massachusetts
$75K +$6.2K +130 +9%
SBL
911
Sargent Bickham Lagudis
Colorado
$75K +$11.9K +250 +20%
CCA
912
Column Capital Advisors
Indiana
$73K +$69.6K +1,458 New
FA
913
Financial Advantage
Maryland
$71K
PK
914
Pflug Koory
Nebraska
$69K +$5.73K +120 +10%
AP
915
Atwood & Palmer
Missouri
$68K -$47.7K -1,000 -42%
JSC
916
Jackson Square Capital
California
$67K +$63.5K +1,330 New
CYG
917
Clean Yield Group
Vermont
$65K +$62K +1,300 New
HWA
918
Heritage Wealth Advisors
Virginia
$63.1K -$4.82K -101 -7%
PCFFS
919
Pacific Center for Financial Services
California
$63K
WPA
920
West Paces Advisors
Georgia
$62.4K
PCIA
921
Prime Capital Investment Advisors
Kansas
$60K +$17.8K +373 +45%
THWM
922
Taylor Hoffman Wealth Management
Virginia
$57K
CT
923
Caldwell Trust
Florida
$55.1K +$52.2K +1,094 New
EWM
924
Endurance Wealth Management
Rhode Island
$55K -$11.9K -250 -19%
SIAS
925
Shine Investment Advisory Services
Colorado
$55K

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.