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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
951
Sargent Bickham Lagudis
Colorado
$64K
LWCFA
952
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K +$62.1K +1,242 New
PCFFS
953
Pacific Center for Financial Services
California
$63K
WB
954
Webster Bank
Connecticut
$62K
AL
955
ADE LLC
Maryland
$61K
GRP
956
Global Retirement Partners
California
$61K +$1.3K +26 +2%
CBT
957
CoreFirst Bank & Trust
Kansas
$60K
COCM
958
Charter Oak Capital Management
New Hampshire
$59K
AWM
959
AllSquare Wealth Management
New York
$57K
DA
960
Denali Advisors
California
$56K -$1.12M -22,300 -95%
UFF
961
USA Financial Formulas
Michigan
$54K -$35.1K -702 -40%
AP
962
Atwood & Palmer
Missouri
$54K -$4.95K -99 -9%
BWM
963
Baystate Wealth Management
Massachusetts
$54K +$250 +5 +0.5%
BCM
964
Bourgeon Capital Management
Connecticut
$51K
MCA
965
Mercer Capital Advisers
New Jersey
$51K
PSB
966
Piscataqua Savings Bank
New Hampshire
$50K
TI
967
Truehand Inc
New Hampshire
$48K
AssetMark Inc
968
AssetMark Inc
California
$47K -$15.6K -312 -25%
ATC
969
Adirondack Trust Company
New York
$47K
CWM
970
Cranbrook Wealth Management
Michigan
$46K
LAS
971
Lloyd Advisory Services
Georgia
$46K +$851 +17 +2%
EWM
972
Evermay Wealth Management
Virginia
$45K +$44.1K +882 New
EWM
973
Edge Wealth Management
New York
$43K +$200 +4 +0.5%
WWM
974
Wolff Wiese Magana
California
$43K +$11.2K +223 +36%
BFC
975
Bedel Financial Consulting
Indiana
$41K

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.