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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
926
Penserra Capital Management
California
$54K +$10.1K +211 +24%
NICM
927
Neo Ivy Capital Management
New York
$54K +$51.2K +1,072 New
CH
928
Canton Hathaway
Rhode Island
$53K
AWM
929
AllSquare Wealth Management
New York
$52K -$28.6K -600 -37%
BWM
930
Baystate Wealth Management
Massachusetts
$51K +$239 +5 +0.5%
FCA
931
FinTrust Capital Advisors
South Carolina
$51K +$12.1K +253 +34%
BAM
932
Bellevue Asset Management
Washington
$51K +$48.4K +1,014 New
BCM
933
Bourgeon Capital Management
Connecticut
$50K
GCM
934
Gables Capital Management
Florida
$50K
MCA
935
Mercer Capital Advisers
New Jersey
$50K
NO
936
Ninety One
South Africa
$50K
VCM
937
Vigilant Capital Management
Maine
$50K +$27.5K +576 +140%
RWA
938
Ropes Wealth Advisors
Massachusetts
$50K +$47.7K +1,000 New
TI
939
Truehand Inc
New Hampshire
$47K
SCA
940
Stonebridge Capital Advisors
Minnesota
$46K -$2.77K -58 -6%
GFPC
941
Global Financial Private Client
Florida
$45.6K +$43.3K +907 New
HIA
942
Harbor Investment Advisory
Maryland
$45K +$43.1K +903 New
ATC
943
Adirondack Trust Company
New York
$44K -$8.83K -185 -16%
QAM
944
QCI Asset Management
New York
$43K
RA
945
Rational Advisors
New York
$42K +$36.3K +760 +974%
EWM
946
Edge Wealth Management
New York
$41K
FIB
947
First Interstate Bank
Montana
$41K
PB
948
Pinnacle Bancorp
Nebraska
$40K
BFC
949
Bedel Financial Consulting
Indiana
$40K +$4.82K +101 +14%
ME
950
McIlrath & Eck
Washington
$40K +$16.3K +342 +76%

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.