We are live on ! Find out more
BNY

Bank of New York Mellon

1,081 hedge funds and large institutions have $45.6B invested in Bank of New York Mellon in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 423 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

5% more capital invested

Capital invested by funds: $43.3B → $45.6B (+$2.29B)

1% more funds holding

Funds holding: 1,0711,081 (+10)

0.22% more ownership

Funds ownership: 83.49%83.7% (+0.22%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

13% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 423

29% less call options, than puts

Call options by funds: $149M | Put options by funds: $210M

Holders
1,081
Holders Change
+10
Holders Change %
+0.93%
% of All Funds
24.74%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.64%
New
81
Increased
367
Reduced
423
Closed
63
Calls
$149M
Puts
$210M
Net Calls
-$60.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
926
RBC Europe
United Kingdom
$135K
PCTC
927
Perkins Coie Trust Company
Washington
$131K
PG
928
Patten Group
Tennessee
$130K -$28.4K -515 -18%
AWM
929
AllSquare Wealth Management
New York
$130K +$133K +2,413 New
CFG
930
CKW Financial Group
Hawaii
$129K
Lazard Asset Management
931
Lazard Asset Management
New York
$126K +$107K +1,940 +480%
TCM
932
TD Capital Management
Tennessee
$124K
CT
933
CPF Texas
Texas
$120K
HCM
934
Hilton Capital Management
New York
$119K +$121K +2,200 New
HI
935
Hudock Inc
Pennsylvania
$115K -$24.6K -445 -17%
GEA
936
Glen Eagle Advisors
New Jersey
$109K -$17.3K -313 -13%
KPCM
937
Kings Point Capital Management
New York
$108K -$10.8K -195 -9%
SM
938
Salzhauer Michael
$108K
PFBT
939
Parkside Financial Bank & Trust
Missouri
$102K +$8.61K +156 +9%
QCIG
940
Quad-Cities Investment Group
Iowa
$102K +$105K +1,896 New
RP
941
Rowlandmiller & Partners
Georgia
$102K +$104K +1,887 New
OIA
942
OneDigital Investment Advisors
Kansas
$101K -$4.69K -85 -4%
FIB
943
First Interstate Bank
Montana
$101K -$3.59K -65 -3%
CRC
944
Curi RMB Capital
Illinois
$101K +$31.1K +564 +43%
AIM
945
Arcadia Investment Management
Michigan
$100K
LC
946
Landaas & Company
Wisconsin
$98K +$99.9K +1,811 New
PGWM
947
Parisi Gray Wealth Management
New Jersey
$97K +$19.3K +350 +24%
NEI
948
Northwest & Ethical Investments
Ontario, Canada
$93K -$88.3K -1,600 -48%
GWS
949
Glassman Wealth Services
Virginia
$92K +$1.99K +36 +2%
RFA
950
Reilly Financial Advisors
California
$90K +$92K +1,667 New

BNY Hedge Fund Activity: Q2 2018 in Review

1,081 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2018, worth a combined $45.6B — up 5.3% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BNY positions and 63 closed out — a net gain of 18 holders — while 367 added to existing stakes and 423 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $560M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $172M sold.

  • 1,081 institutional investors held Bank of New York Mellon (BNY) as of Q2 2018, up from 1,071 in Q1 2018.
  • Funds reported $45.6B of Bank of New York Mellon stock for Q2 2018, up 5.3% quarter-over-quarter.
  • 81 funds opened new Bank of New York Mellon positions in Q2 2018 and 63 closed out, a net change of +18 holders.
  • The largest Bank of New York Mellon buyer in Q2 2018 was Fidelity Investments, an estimated $560M added.
  • The largest Bank of New York Mellon seller in Q2 2018 was Arrowstreet Capital, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2018.