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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
926
Center for Financial Planning
Michigan
$4K
SFSIG
927
San Francisco Sentry Investment Group
California
$4K
WR
928
Watson Rebecca
$4K +$3.66K +100 New
NIM
929
NuWave Investment Management
New Jersey
$3K -$10.2K -278 -80%
EIM
930
Essex Investment Management
Massachusetts
$3K
MIM
931
Macroview Investment Management
Maryland
$3K +$2.38K +65 New
RA
932
Rational Advisors
New York
$3K +$2.6K +71 New
DSC
933
Duncker Streett & Co
Missouri
$2K
PG
934
Proffitt & Goodson
Tennessee
$2K
HWM
935
HighMark Wealth Management
Minnesota
$2K +$1.65K +45 New
LFG
936
Larson Financial Group
Missouri
$2K +$1.68K +46 New
WCG
937
Weaver Consulting Group
California
$2K +$2.2K +60 New
KFS
938
Kelly Financial Services
Massachusetts
$1.24K
GWMIA
939
Global Wealth Management Investment Advisory
Florida
$1K +$549 +15 New
SQA
940
Simon Quick Advisors
New Jersey
$1K +$1.02K +28 New
FMP
941
Financial Management Professionals
Texas
$1K +$1.39K +38 New
THWM
942
Taylor Hoffman Wealth Management
Virginia
$1K +$1.39K +38 New
TI
943
tru Independence
Oregon
$93
Fidelity International
944
Fidelity International
Bermuda
-$57.3M -1,702,586 Closed
JCM
945
Junto Capital Management
New York
-$41.2M -1,223,646 Closed
Alyeska Investment Group
946
Alyeska Investment Group
Illinois
-$33M -978,487 Closed
SC
947
Samlyn Capital
New York
-$27.2M -807,859 Closed
Capital Fund Management (CFM)
948
Capital Fund Management (CFM)
France
-$14.7M -435,307 Closed
UONDDL
949
University of Notre Dame du Lac
Indiana
-$7.2M -213,685 Closed
Hudson Bay Capital Management
950
Hudson Bay Capital Management
Connecticut
-$5.89M -175,000 Closed

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.