Bank of New York Mellon
BNY
718 hedge funds and large institutions have $28.4B invested in Bank of New York Mellon in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 226 increasing their positions, 290 reducing their positions, and 40 closing their positions.
45% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 40
8% more capital invested
Capital invested by funds: $26.3B → $28.4B (+$2.11B)
1% more funds holding
Funds holding: 708 → 718 (+10)
0.96% more ownership
Funds ownership: 80.79% → 81.75% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 27 → 27 (0)
13% less call options, than puts
Call options by funds: $70.4M | Put options by funds: $80.8M
22% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 290
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBAM
Santa Barbara Asset Management
Los Angeles,
California
|
+$78.7M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$71.4M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$64.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$51.5M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$161M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$122M |
| 3 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$60.8M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$44.4M |
| 5 |
TAM
Third Avenue Management
New York
|
-$40M |
BNY Hedge Fund Activity: Q3 2013 in Review
718 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2013, worth a combined $28.4B — up 8% from $26.3B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new BNY positions and 40 closed out — a net gain of 18 holders — while 226 added to existing stakes and 290 trimmed.
The largest buyer was Santa Barbara Asset Management, opening a new position worth an estimated $78.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.
- 718 institutional investors held Bank of New York Mellon (BNY) as of Q3 2013, up from 708 in Q2 2013.
- Funds reported $28.4B of Bank of New York Mellon stock for Q3 2013, up 8% quarter-over-quarter.
- 58 funds opened new Bank of New York Mellon positions in Q3 2013 and 40 closed out, a net change of +18 holders.
- The largest Bank of New York Mellon buyer in Q3 2013 was Santa Barbara Asset Management, an estimated $78.7M added.
- The largest Bank of New York Mellon seller in Q3 2013 was T. Rowe Price Associates, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2013.