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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$46.1M +$690K +18,858 +2%
Axa
77
Axa
France
$45.1M +$22.5M +614,845 +111%
KBC Group
78
KBC Group
Belgium
$44.7M +$19.7M +537,738 +87%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$44.5M -$389K -10,633 -0.9%
ClearBridge Investments
80
ClearBridge Investments
New York
$43.5M -$371K -10,152 -0.9%
WRF
81
Waddell & Reed Financial
Kansas
$42M +$24.7M +674,321 +164%
Adage Capital Partners
82
Adage Capital Partners
Massachusetts
$41.5M -$9.25M -252,800 -19%
SEI Investments
83
SEI Investments
Pennsylvania
$40.5M +$7.62M +208,261 +25%
Barclays
84
Barclays
United Kingdom
$39.4M +$2.37M +64,698 +7%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$39.3M -$3.24M -88,435 -8%
Holocene Advisors
86
Holocene Advisors
New York
$37.1M -$4.83M -132,055 -12%
State of Tennessee, Department of Treasury
87
State of Tennessee, Department of Treasury
Tennessee
$36.5M +$7.59M +207,525 +28%
MGIM
88
M&G Investment Management
United Kingdom
$35.3M -$24M -656,054 -42%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$34.6M +$4.97M +135,766 +17%
BGIM
90
Brandywine Global Investment Management
Pennsylvania
$33.8M +$2.41M +65,880 +8%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$33.3M +$3.79M +103,506 +14%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.2M -$14.7M -401,265 -32%
SFM
93
Soros Fund Management
New York
$31.9M +$21.3M +582,451 +239%
Citadel Advisors
94
Citadel Advisors
Florida
$31.2M -$182M -4,969,462 -86%
CBT
95
Capital Bank & Trust
California
$30.4M +$3.82M +104,300 +15%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$30.3M -$2.49M -68,005 -8%
SC
97
Sessa Capital
New York
$28M +$21.6M +590,000 +437%
GT
98
Glenmede Trust
Pennsylvania
$27.8M +$23.3M +638,108 +795%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$27.6M
Arrowstreet Capital
100
Arrowstreet Capital
Massachusetts
$27.1M +$12.4M +338,739 +94%

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.