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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
926
Janiczek Wealth Management
Colorado
$26K +$22.3K +581 +1,937%
RPWA
927
Regent Peak Wealth Advisors
Georgia
$26K +$23.5K +612 New
SGAM
928
Smith Group Asset Management
Texas
$23K -$12K -312 -36%
VNA
929
Valley National Advisers
Pennsylvania
$23K +$77 +2 +0.4%
CCA
930
Childress Capital Advisors
Texas
$23K +$21K +546 New
WPA
931
West Paces Advisors
Georgia
$22.2K
ACM
932
AUA Capital Management
Pennsylvania
$22K
GI
933
Gradient Investments
Minnesota
$21K
FWM
934
FSA Wealth Management
Massachusetts
$21K +$19.2K +500 New
HWA
935
HHM Wealth Advisors
Tennessee
$21K +$19.2K +500 New
CL
936
COWA LLC
Oklahoma
$20K +$16.6K +432 New
LC
937
Lindbrook Capital
California
$19K -$115K -2,993 -87%
CIA
938
CSat Investment Advisory
Michigan
$19K -$93.8K -2,443 -85%
AIC
939
Archer Investment Corporation
Indiana
$18.5K
PP
940
PrairieView Partners
Minnesota
$18K
ADL
941
Asset Dedication LLC
California
$18K +$38 +1 +0.2%
HIIFS
942
Harel Insurance Investments & Financial Services
Israel
$18K +$15.8K +411 New
PWPS
943
Pinnacle Wealth Planning Services
Ohio
$18K +$16.3K +425 New
SWA
944
SOA Wealth Advisors
New York
$18K +$17.4K +452 New
SIM
945
Sonora Investment Management
Arizona
$17K
BWA
946
BDO Wealth Advisors
Florida
$16K
TF
947
Tompkins Financial
New York
$16K
TFO
948
Tarbox Family Office
California
$16K +$1.73K +45 +14%
SWP
949
ShoreHaven Wealth Partners
New Jersey
$16K +$14.5K +377 New
CCC
950
Crescent Capital Consulting
Louisiana
$16K +$14.6K +381 New

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.