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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
ZB
926
Zions Bancorporation
Utah
$5K -$7.84K -164 -62%
TWA
927
TCI Wealth Advisors
Arizona
$5K
SFSIG
928
San Francisco Sentry Investment Group
California
$5K +$4.88K +102 New
CWM
929
Cedar Wealth Management
California
$4K
DSC
930
Duncker Streett & Co
Missouri
$4K
BWA
931
BDO Wealth Advisors
Florida
$4K +$3.83K +80 New
MCIA
932
Mountain Capital Investment Advisors
Colorado
$4K +$3.97K +83 New
LYV
933
Live Your Vision
Pennsylvania
$3K
LF
934
Lee Financial
Texas
$3K +$2.92K +61 New
WAM
935
Watermark Asset Management
California
$2K
IWM
936
IHT Wealth Management
Illinois
$1.61K
CFA
937
Camarda Financial Advisors
Florida
$1K +$1.1K +23 New
CT
938
Chicago Trust
Illinois
$307 +$1.39K +29 +0.5%
NEAM
939
New England Asset Management
Connecticut
-$174M -3,693,000 Closed
Capital Fund Management (CFM)
940
Capital Fund Management (CFM)
France
-$25.5M -540,573 Closed
HI
941
HBK Investments
Texas
-$24.7M -522,056 Closed
LPC
942
Long Pond Capital
New York
-$22.7M -480,000 Closed
LT
943
LJ Trust
Nevada
-$15.9M -335,846 Closed
Two Sigma Investments
944
Two Sigma Investments
New York
-$14.3M -299,685 Closed
N
945
Natixis
France
-$12.3M -260,589 Closed
IAM
946
Impax Asset Management
New Hampshire
-$7.63M -161,482 Closed
NI
947
Numeric Investors
Massachusetts
-$7M -148,100 Closed
DBG
948
De Burlo Group
Massachusetts
-$6.97M -147,512 Closed
AIU
949
Algebris Investments (UK)
United Kingdom
-$6.94M -147,000 Closed
ARTA
950
A.R.T. Advisors
New York
-$5.96M -126,163 Closed

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.