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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
HDIM
951
Hanson & Doremus Investment Management
Vermont
$86K -$33.1K -600 -27%
EFSCE
952
Enterprise Financial Services Corp (EFSC)
Missouri
$76K +$2.92K +53 +4%
ML
953
McAdam LLC
Pennsylvania
$75K -$2.54K -46 -3%
DWM
954
Destination Wealth Management
California
$72K +$66.9K +1,212 +954%
SIAS
955
Shine Investment Advisory Services
Colorado
$71K
ATC
956
Adirondack Trust Company
New York
$69K -$2.76K -50 -4%
AWM
957
Aevitas Wealth Management
Massachusetts
$69K +$49.8K +902 +241%
PCFFS
958
Pacific Center for Financial Services
California
$68K
GTAM
959
Global Trust Asset Management
Florida
$68K +$19.9K +360 +40%
SBL
960
Sargent Bickham Lagudis
Colorado
$67K
WPA
961
West Paces Advisors
Georgia
$66.9K
Carson Wealth (CWM LLC)
962
Carson Wealth (CWM LLC)
Nebraska
$65K +$5.24K +95 +9%
ST
963
Sageworth Trust
Pennsylvania
$65K +$66.2K +1,200 New
THWM
964
Taylor Hoffman Wealth Management
Virginia
$61K
FC
965
Ferris Capital
Massachusetts
$60K
EWM
966
Endurance Wealth Management
Rhode Island
$59K
AA
967
Apriem Advisors
California
$59K +$60K +1,088 New
SSB
968
Sandy Spring Bank
Maryland
$58K
KIG
969
Kessler Investment Group
Indiana
$58K +$58.9K +1,068 New
GCM
970
Gables Capital Management
Florida
$54K
MCA
971
Mercer Capital Advisers
New Jersey
$54K
ACM
972
AUA Capital Management
Pennsylvania
$53K
B
973
Bridgeworth
Alabama
$50K +$51.4K +932 New
QAM
974
QCI Asset Management
New York
$46K -$16.6K -300 -26%
EWM
975
Edge Wealth Management
New York
$45K -$24.6K -445 -35%

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.