We are live on ! Find out more
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
AIS
951
Accurate Investment Solutions
Pennsylvania
$5K -$30.4K -580 -85%
SFSIG
952
San Francisco Sentry Investment Group
California
$5K
BWL
953
Bogart Wealth LLC
Virginia
$5K +$5.14K +98 New
PWM
954
Perigon Wealth Management
California
$4K -$886K -16,892 -100%
OFW
955
Omnia Family Wealth
Florida
$4K -$12.1K -230 -76%
BWA
956
BDO Wealth Advisors
Florida
$4K
CWM
957
Cedar Wealth Management
California
$4K
DSC
958
Duncker Streett & Co
Missouri
$4K
MCIA
959
Mountain Capital Investment Advisors
Colorado
$4K
CJA
960
C-J Advisory
California
$4K +$3.67K +70 New
CAPTRUST Financial Advisors
961
CAPTRUST Financial Advisors
North Carolina
$4K +$4.15K +79 New
LYV
962
Live Your Vision
Pennsylvania
$3K
CIM
963
Contravisory Investment Management
Massachusetts
$3K +$3.2K +61 New
WAM
964
Watermark Asset Management
California
$2K
Walleye Trading
965
Walleye Trading
New York
$1.7K +$1.68M +32,023 New
WAP
966
Wealthcare Advisory Partners
Pennsylvania
$1K +$525 +10 New
BTIS
967
BB&T Investment Services
North Carolina
$1K +$787 +15 New
BL
968
Balentine LLC
Georgia
$1K +$1.05K +20 New
CT
969
Chicago Trust
Illinois
$320
SC
970
SouthState Corp
Florida
$292 -$6.04K -115 -2%
CC
971
Carlson Capital
Texas
-$12M -235,300 Closed
Hudson Bay Capital Management
972
Hudson Bay Capital Management
Connecticut
-$8.66M -169,760 Closed
GH
973
GAM Holding
Switzerland
-$7.78M -152,481 Closed
Citadel Advisors
974
Citadel Advisors
Florida
-$5.9M -112,491 Closed
VRS
975
Virginia Retirement Systems
Virginia
-$5.02M -98,400 Closed

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.