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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
901
Mercer Capital Advisers
New Jersey
$42K
VBCG
902
Valley Brook Capital Group
Pennsylvania
$42K +$38.4K +1,000 New
ZB
903
Zions Bancorporation
Utah
$41K +$192 +5 +0.5%
EA
904
Elm Advisors
California
$41K +$37.4K +975 New
SMFG
905
Sumitomo Mitsui Financial Group
Japan
$40K -$37.6K -980 -51%
TI
906
Truehand Inc
New Hampshire
$40K
ATC
907
Adirondack Trust Company
New York
$37K
RCG
908
Rock Creek Group
District of Columbia
$36K -$69.1K -1,799 -68%
LWA
909
Lenox Wealth Advisors
New York
$36K +$33K +860 New
EWM
910
Edge Wealth Management
New York
$35K
PCIA
911
Prime Capital Investment Advisors
Kansas
$35K
PFGIA
912
Patriot Financial Group Insurance Agency
Massachusetts
$35K +$3.92K +102 +14%
BFC
913
Bedel Financial Consulting
Indiana
$34K
SCM
914
Silvant Capital Management
Georgia
$33K
FF
915
FourThought Financial
Florida
$32K +$29.6K +771 New
LAS
916
Lloyd Advisory Services
Georgia
$31K
HIA
917
Harbor Investment Advisory
Maryland
$31K +$2.65K +69 +11%
BG
918
Bollard Group
Massachusetts
$30K +$115 +3 +0.4%
DWP
919
Destiny Wealth Partners
Florida
$30K +$26.9K +700 New
SSB
920
Sandy Spring Bank
Maryland
$28K -$5.53K -144 -18%
LWCFA
921
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K +$4.34K +113 +21%
EW
922
Evoke Wealth
California
$27K
WWM
923
Wolff Wiese Magana
California
$27K +$24K +625 New
EP
924
Eudaimonia Partners
Tennessee
$26K -$9.71K -253 -29%
OC
925
Oakworth Capital
Alabama
$26K

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.