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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
901
Barnett & Company
Tennessee
$12K -$76.8K -2,100 -88%
MSFP
902
Mark Sheptoff Financial Planning
Connecticut
$12K
LF
903
Lee Financial
Texas
$12K +$7.32K +200 +187%
VCM
904
Versant Capital Management
Arizona
$11K +$1.57K +43 +18%
MLFP
905
MPS Loria Financial Planners
Illinois
$11K +$10.4K +284 New
RAM
906
Riggs Asset Management
Pennsylvania
$10K
IFAM
907
Institutional & Family Asset Management
Colorado
$10K +$329 +9 +4%
EFSCE
908
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$512 +14 +6%
BWM
909
BerganKDV Wealth Management
Minnesota
$10K +$8.67K +237 +1,077%
BWL
910
Bogart Wealth LLC
Virginia
$9K
AWM
911
Avior Wealth Management
Nebraska
$8K
KTC
912
Kistler-Tiffany Companies
Pennsylvania
$8K
MCM
913
MV Capital Management
Maryland
$8K
SIS
914
Sound Income Strategies
Florida
$8K
VRM
915
Vectors Research Management
New York
$8K
CAL
916
Capital Advisors Ltd
Ohio
$7K -$8.64K -236 -58%
TCM
917
Tradewinds Capital Management
Washington
$7K
IBOK
918
Independence Bank of Kentucky
Kentucky
$6K
EWA
919
Evolution Wealth Advisors
Florida
$6K +$5.86K +160 New
MIFH
920
Migdal Insurance & Financial Holdings
Israel
$5K -$78.3K -2,139 -94%
WFMPM
921
Woodley Farra Manion Portfolio Management
Indiana
$5K -$9K -246 -64%
PGAM
922
Princeton Global Asset Management
New Jersey
$5K
APWA
923
Atlas Private Wealth Advisors
New Jersey
$5K +$4.54K +124 New
AWA
924
Arkadios Wealth Advisors
Georgia
$4.84K +$1.17K +32 +35%
RWM
925
Raffa Wealth Management
District of Columbia
$4.64K +$183 +5 +4%

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.