Bank of New York Mellon
BNY
766 hedge funds and large institutions have $35.9B invested in Bank of New York Mellon in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 251 increasing their positions, 284 reducing their positions, and 42 closing their positions.
24% more call options, than puts
Call options by funds: $119M | Put options by funds: $95.7M
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
8% more funds holding in top 10
Funds holding in top 10: 37 → 40 (+3)
8% more capital invested
Capital invested by funds: $33.2B → $35.9B (+$2.69B)
1.04% more ownership
Funds ownership: 83% → 84.04% (+1%)
0% more funds holding
Funds holding: 765 → 766 (+1)
12% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 284
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$338M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$261M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$167M |
| 4 |
Citigroup
New York
|
+$116M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$159M |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$82.6M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$77.6M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$69.9M |
| 5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$41.8M |
BNY Hedge Fund Activity: Q2 2014 in Review
766 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2014, worth a combined $35.9B — up 8.1% from $33.2B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BNY positions and 42 closed out — a net gain of 7 holders — while 251 added to existing stakes and 284 trimmed.
The largest buyer was Trian Fund Management, adding an estimated $338M. The largest seller was Davis Selected Advisers, cutting an estimated $159M.
- 766 institutional investors held Bank of New York Mellon (BNY) as of Q2 2014, up from 765 in Q1 2014.
- Funds reported $35.9B of Bank of New York Mellon stock for Q2 2014, up 8.1% quarter-over-quarter.
- 49 funds opened new Bank of New York Mellon positions in Q2 2014 and 42 closed out, a net change of +7 holders.
- The largest Bank of New York Mellon buyer in Q2 2014 was Trian Fund Management, an estimated $338M added.
- The largest Bank of New York Mellon seller in Q2 2014 was Davis Selected Advisers, an estimated $159M sold.
Based on aggregated 13F filings for Q2 2014.