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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$54.8M -$2.17M -43,322 -4%
Principal Financial Group
77
Principal Financial Group
Iowa
$54.6M +$2.09M +41,730 +4%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$53M -$1.81M -36,135 -3%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$52.4M -$5.34M -106,726 -9%
SEI Investments
80
SEI Investments
Pennsylvania
$49.6M -$10.4M -208,827 -18%
MHI
81
Miller Howard Investments
New York
$48.3M +$43.7M +872,718 +1,247%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$47.6M -$542K -10,829 -1%
Lazard Asset Management
83
Lazard Asset Management
New York
$46.7M -$10M -200,510 -18%
Prudential Financial
84
Prudential Financial
New Jersey
$44.8M -$117K -2,331 -0.3%
NIPH
85
NN Investment Partners Holdings
Netherlands
$44.3M +$444K +8,881 +1%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$43.2M +$8.45M +168,900 +25%
Holocene Advisors
87
Holocene Advisors
New York
$42.6M +$33.5M +669,225 +412%
Federated Hermes
88
Federated Hermes
Pennsylvania
$42.3M -$386K -7,723 -0.9%
Citigroup
89
Citigroup
New York
$42M -$18.8M -376,467 -31%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$41.5M -$8.75M -174,933 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
91
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40.7M +$22.5M +449,942 +130%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$40.7M +$10.1M +201,785 +34%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.9M -$826K -16,518 -2%
BGIM
94
Brandywine Global Investment Management
Pennsylvania
$38.8M -$1.59M -31,695 -4%
HAM
95
HoldCo Asset Management
Florida
$37.4M
Point72 Asset Management
96
Point72 Asset Management
Connecticut
$36.3M +$16.1M +322,650 +84%
Balyasny Asset Management
97
Balyasny Asset Management
Illinois
$35.7M -$143M -2,864,417 -80%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$35.6M +$4.65M +93,011 +15%
SAM
99
Storebrand Asset Management
Norway
$35M +$552K +11,027 +2%
HP
100
Hikari Power
Japan
$34.6M

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.