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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
FCB
926
First Command Bank
Texas
$19K
FCFS
927
First Command Financial Services
Texas
$19K
PMFA
928
Plante Moran Financial Advisors
Michigan
$18K
CPIG
929
Chicago Partners Investment Group
Illinois
$18K +$18.2K +347 New
AIM
930
Advantage Investment Management
Iowa
$16K
MSFP
931
Mark Sheptoff Financial Planning
Connecticut
$16K
SHJ
932
Sharkey, Howes & Javer
Colorado
$16K
PCP
933
Proficio Capital Partners
Massachusetts
$15K
LA
934
Legacy Advisors
Pennsylvania
$14K +$14K +266 New
VFA
935
Virtus Fund Advisers
Connecticut
$13K
HS
936
Horan Securities
United States
$12K
IP
937
Intellectus Partners
California
$11K -$630 -12 -5%
IWM
938
IHT Wealth Management
Illinois
$10K
TCM
939
Tradewinds Capital Management
Washington
$10K
AAP
940
Arax Advisory Partners
Colorado
$10K +$630 +12 +7%
AIS
941
AlphaOne Investment Services
Pennsylvania
$10K +$9.81K +187 New
MFW
942
Mosaic Family Wealth
Missouri
$10K +$10.3K +196 New
AWM
943
Avior Wealth Management
Nebraska
$9K
MWM
944
Mascoma Wealth Management
New Hampshire
$9K
CBT
945
Central Bank & Trust
Kentucky
$8K
JAM
946
Jolley Asset Management
North Carolina
$8K
TRCT
947
Tower Research Capital (TRC)
New York
$8K +$7.82K +149 New
CIA
948
Cascade Investment Advisors
Oregon
$7.95K
BWA
949
Burt Wealth Advisors
Maryland
$6K -$138K -2,624 -96%
TWA
950
TCI Wealth Advisors
Arizona
$6K

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.