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BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

Funds ownership: 82.78%81.97% (-0.81%)

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$70.2M +$9.37M +195,840 +17%
Federated Hermes
77
Federated Hermes
Pennsylvania
$67.3M -$35.4M -740,623 -36%
Public Employees Retirement Association of Colorado
78
Public Employees Retirement Association of Colorado
Colorado
$64.2M -$155K -3,238 -0.3%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$61.6M -$9.22M -192,800 -14%
Canada Life
80
Canada Life
Manitoba, Canada
$60.6M -$29.8M -624,105 -34%
SJIC
81
St. James Investment Company
Texas
$60.4M -$921K -19,264 -2%
AAMU
82
Amundi Asset Management US
Massachusetts
$58.1M -$10.1M -211,357 -16%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.3M -$7.26M -151,740 -12%
Hotchkis & Wiley Capital Management
84
Hotchkis & Wiley Capital Management
California
$57.1M -$540K -11,300 -1%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$56.1M -$14.3M -300,000 -21%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$55.9M +$2.1M +43,844 +4%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$55.4M +$3.52M +73,537 +7%
NA
88
Neuburgh Advisers
California
$55.2M -$4.97M -103,904 -9%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$53.6M -$15.7M -328,022 -24%
CBT
90
Capital Bank & Trust
California
$51.7M +$48.4M +1,012,974 New
TD Asset Management
91
TD Asset Management
Ontario, Canada
$51.4M -$8.43M -176,189 -15%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$50.3M -$18M -376,375 -28%
PAM
93
Panagora Asset Management
Massachusetts
$48.6M +$9.82M +205,422 +27%
SEI Investments
94
SEI Investments
Pennsylvania
$48.5M +$1.3M +27,235 +3%
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$46.7M +$72.5K +1,515 +0.2%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$45.8M -$19.8M -413,970 -32%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$45.7M +$15.2M +317,993 +55%
FCM
98
Flinton Capital Management
Pennsylvania
$45.4M -$4.09M -85,568 -9%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$45.2M +$2.46M +51,481 +6%
Kovitz Investment Group Partners
100
Kovitz Investment Group Partners
Illinois
$45M +$812K +16,981 +2%

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.