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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
76
Wellington Management Group
Massachusetts
$53.1M -$1.49M -38,739 -3%
AllianceBernstein
77
AllianceBernstein
Tennessee
$53.1M +$1.87M +48,694 +4%
Two Sigma Investments
78
Two Sigma Investments
New York
$50.6M +$3.83M +99,846 +9%
Citigroup
79
Citigroup
New York
$49.9M +$15.7M +408,368 +53%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$49.3M +$9.78M +254,701 +28%
Voloridge Investment Management
81
Voloridge Investment Management
Florida
$49.1M -$12.4M -324,049 -22%
Jacobs Levy Equity Management
82
Jacobs Levy Equity Management
New Jersey
$49M -$1.77M -46,018 -4%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$48.8M -$43.4K -1,130 -0.1%
MAMU
84
Marathon Asset Management (UK)
United Kingdom
$48.1M -$1.6M -41,590 -4%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$47.5M -$2.79M -72,776 -6%
Two Sigma Advisers
86
Two Sigma Advisers
New York
$47.1M -$23.9M -622,500 -36%
SEI Investments
87
SEI Investments
Pennsylvania
$46.8M -$6.63M -172,615 -14%
Principal Financial Group
88
Principal Financial Group
Iowa
$46.4M -$2.71M -70,526 -6%
Lazard Asset Management
89
Lazard Asset Management
New York
$45.3M +$34.7M +903,737 +548%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$44.8M +$9.72M +253,093 +32%
JP Morgan Chase
91
JP Morgan Chase
New York
$44.4M +$9.19M +239,341 +30%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$43.3M -$6.41M -166,801 -14%
MWNA
93
Marshall Wace North America
New York
$43M +$30.4M +792,761 +360%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$42.5M +$5.46M +142,191 +16%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$39.5M -$3.47M -90,282 -9%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$39.4M -$3.24M -84,500 -8%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.6M +$2.8M +72,942 +9%
AG
98
Aperio Group
California
$36.5M -$354K -9,209 -1%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$35.9M -$11.4M -295,990 -26%
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$34.7M +$31.4M +817,402 New

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.