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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
LG
951
Leuthold Group
Minnesota
-$3.63M -107,842 Closed
MCM
952
Moore Capital Management
New York
-$3.37M -100,000 Closed
Bank of Nova Scotia
953
Bank of Nova Scotia
Ontario, Canada
-$2.88M -85,542 Closed
ACM
954
Ariose Capital Management
Hong Kong
-$2.08M -61,600 Closed
AC
955
Arjuna Capital
North Carolina
-$1.92M -56,877 Closed
WC
956
Wexford Capital
Florida
-$1.73M -51,283 Closed
PP
957
Prudential plc
United Kingdom
-$1.19M -35,254 Closed
FC
958
FORA Capital
Florida
-$989K -29,351 Closed
T
959
TOBAM
France
-$969K -28,775 Closed
BL
960
BFSG LLC
California
-$919K -27,296 Closed
LAIC
961
Lederer & Associates Investment Counsel
California
-$822K -24,400 Closed
SFA
962
Sequoia Financial Advisors
Ohio
-$819K -24,317 Closed
CIM
963
CenturyLink Investment Management
Colorado
-$740K -21,977 Closed
WCM
964
Weld Capital Management
New York
-$706K -20,956 Closed
CWM
965
Circle Wealth Management
New Jersey
-$584K -17,837 Closed
AI
966
Atria Investments
North Carolina
-$559K -16,602 Closed
PIA
967
Piedmont Investment Advisors
North Carolina
-$540K -16,040 Closed
LCOV
968
London Company of Virginia
Virginia
-$512K -15,204 Closed
HC
969
HNP Capital
New York
-$403K -11,455 Closed
ALAM
970
Asahi Life Asset Management
Japan
-$377K -11,200 Closed
ST
971
Sentinel Trust
Texas
-$333K -9,880 Closed
BSW
972
Buckingham Strategic Wealth
Missouri
-$311K -9,235 Closed
FHB
973
First Hawaiian Bank
Hawaii
-$310K -9,209 Closed
GAG
974
GM Advisory Group
New York
-$303K -9,000 Closed
GTCM
975
Gyon Technologies Capital Management
New Jersey
-$297K -8,825 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.