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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
SCM
951
Silvant Capital Management
Georgia
$39K
WWM
952
Willingdon Wealth Management
North Carolina
$39K
M
953
MOTCO
Texas
$38K +$15.9K +334 +80%
CAM
954
Close Asset Management
United Kingdom
$37K
GRP
955
Global Retirement Partners
California
$37K +$1.48K +31 +4%
WAP
956
Wealthcare Advisory Partners
Pennsylvania
$37K +$9.54K +200 +38%
SGAM
957
Smith Group Asset Management
Texas
$37K +$35.3K +740 New
LGWM
958
Litman Gregory Wealth Management
California
$35K
BG
959
Bollard Group
Massachusetts
$35K +$239 +5 +0.7%
NIM
960
NuWave Investment Management
New Jersey
$35K +$29.4K +617 +791%
SC
961
Solstein Capital
California
$35K +$32.7K +686 New
LWM
962
Lenox Wealth Management
Ohio
$33K -$1.86K -39 -6%
TFS
963
TrustCore Financial Services
Tennessee
$33K
WQ
964
Wealth Quarterback
New Jersey
$31.1K +$355K +7,440 New
BCA
965
Berman Capital Advisors
Georgia
$31K
OC
966
Oakworth Capital
Alabama
$31K
PMFA
967
Plante Moran Financial Advisors
Michigan
$31K
SA
968
SRH Advisors
Kansas
$31K
GI
969
Gradient Investments
Minnesota
$30K +$191 +4 +0.7%
EP
970
Eudaimonia Partners
Tennessee
$30K +$28.5K +597 New
GAM
971
Gemmer Asset Management
California
$29K -$1.38K -29 -5%
PCA
972
Providence Capital Advisors
North Carolina
$29K
FL
973
Fort LP
Maryland
$29K +$27.8K +583 New
CB
974
CNB Bank
Pennsylvania
$28K -$5.68K -119 -17%
HWM
975
Howard Wealth Management
Connecticut
$28K +$27.3K +572 New

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.