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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
HFM
951
Harvest Fund Management
China
$16K +$15.2K +396 New
GAM
952
Gemmer Asset Management
California
$15K -$6.18K -161 -31%
SWM
953
Sugarloaf Wealth Management
Georgia
$15K
AWA
954
Arkadios Wealth Advisors
Georgia
$15K +$8.68K +226 +161%
MFA
955
McClarren Financial Advisors
Pennsylvania
$15K +$13.9K +362 New
CMA
956
Cedar Mountain Advisors
Oregon
$14K
SNT
957
Security National Trust
West Virginia
$14K
HFS
958
HBC Financial Services
Washington
$14K +$115 +3 +1%
MLFP
959
MPS Loria Financial Planners
Illinois
$14K +$2.34K +61 +21%
AIG
960
American International Group
New York
$13.7K -$389K -10,130 -3%
CCA
961
Column Capital Advisors
Indiana
$13K -$39.4K -1,025 -77%
EARNEST Partners
962
EARNEST Partners
Georgia
$13K
EWM
963
Endurance Wealth Management
Rhode Island
$13K
LFG
964
Larson Financial Group
Missouri
$13K +$10K +261 +512%
VCM
965
Versant Capital Management
Arizona
$12K
GLLW
966
Graves Light Lenhart Wealth
Virginia
$12K +$11.3K +293 New
BSSFA
967
Baron Silver Stevens Financial Advisors
Florida
$12K +$11.5K +300 New
EFSCE
968
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$230 +6 +2%
BFG
969
Baron Financial Group
New Jersey
$10.9K
IFAM
970
Institutional & Family Asset Management
Colorado
$10K
CAL
971
Capital Analysts LLC
Pennsylvania
$10K +$8.76K +228 New
BWL
972
Bogart Wealth LLC
Virginia
$9K
MPWT
973
MassMutual Private Wealth & Trust
Connecticut
$9K +$7.72K +201 New
SIC
974
Salem Investment Counselors
North Carolina
$9K +$8.06K +210 New
TAM
975
Tucker Asset Management
Colorado
$8.49K +$7.68K +200 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.