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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
76
National Pension Service
South Korea
$60.1M +$1.14M +23,820 +2%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$59.8M -$1.66M -34,840 -3%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.4M +$17.5M +366,489 +45%
Principal Financial Group
79
Principal Financial Group
Iowa
$58.2M -$2.82M -59,134 -5%
Janus Henderson Group
80
Janus Henderson Group
$56.9M +$23.8M +498,789 +79%
ClearBridge Investments
81
ClearBridge Investments
New York
$56.6M -$4.93M -103,306 -9%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$52M +$6.52M +136,600 +15%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$51.4M -$638M -13,359,482 -93%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$51.3M +$9.17M +192,246 +23%
Axa
85
Axa
France
$47.5M +$19.1M +399,583 +73%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$41.6M +$669K +14,025 +2%
Mitsubishi UFJ Trust & Banking
87
Mitsubishi UFJ Trust & Banking
Japan
$40.8M -$4.04M -84,709 -9%
SSA
88
Schonfeld Strategic Advisors
New York
$40.6M +$12.6M +264,887 +49%
Squarepoint
89
Squarepoint
New York
$40.4M +$16.3M +341,082 +74%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$39.8M +$27.6M +578,686 +272%
MSV
91
MN Services Vermogensbeheer
Netherlands
$39.4M +$888K +18,600 +2%
Victory Capital Management
92
Victory Capital Management
Texas
$38.6M +$1.61M +33,731 +5%
GC
93
Gillson Capital
Illinois
$38.4M +$17.4M +363,631 +91%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$37.7M +$6.78M +142,163 +24%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$37.6M -$7.96M -166,854 -18%
CAM
96
Cacti Asset Management
Georgia
$37.4M +$4.17M +87,440 +13%
JP Morgan Chase
97
JP Morgan Chase
New York
$36.8M -$5M -104,740 -13%
MCM
98
Moore Capital Management
New York
$36.5M +$34.6M +725,000 New
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$36.1M -$720K -15,097 -2%
SEI Investments
100
SEI Investments
Pennsylvania
$35.5M +$2.13M +44,605 +7%

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.