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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
MC
976
Mathes Company
New York
-$310K -6,573 Closed
UFF
977
USA Financial Formulas
Michigan
-$282K -5,969 Closed
AGM
978
Alpine Global Management
New York
-$271K -5,729 Closed
Tudor Investment Corp
979
Tudor Investment Corp
Connecticut
-$236K -5,000 Closed
BB
980
Busey Bank
Illinois
-$223K -4,720 Closed
DE
981
Day & Ennis
Georgia
-$220K -4,659 Closed
ACS
982
Archford Capital Strategies
Illinois
-$98K -2,073 Closed
CYG
983
Clean Yield Group
Vermont
-$76K -1,603 Closed
AA
984
Apriem Advisors
California
-$68K -1,442 Closed
TRCT
985
Tower Research Capital (TRC)
New York
-$66K -1,400 Closed
BKA
986
Brick & Kyle Associates
Pennsylvania
-$60K -1,260 Closed
MCM
987
McKinley Capital Management
Alaska
-$59K -1,245 Closed
AII
988
AGF Investments Inc
Ontario, Canada
-$29K -625 Closed
BIG
989
Bellwether Investment Group
Tennessee
-$16K -332 Closed
WP
990
WealthPLAN Partners
Nebraska
-$11.2K -238 Closed
BTIS
991
BB&T Investment Services
North Carolina
-$10K -225 Closed
TG
992
TLP Group
Illinois
-$5K -106 Closed
CIM
993
Contravisory Investment Management
Massachusetts
-$3K -61 Closed
CFN
994
Cordasco Financial Network
Florida
-$1K -31 Closed
SLF
995
Sun Life Financial
Ontario, Canada
-$560 -26 Closed

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.