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BNY

Bank of New York Mellon

1,081 hedge funds and large institutions have $45.6B invested in Bank of New York Mellon in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 423 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

5% more capital invested

Capital invested by funds: $43.3B → $45.6B (+$2.29B)

1% more funds holding

Funds holding: 1,0711,081 (+10)

0.22% more ownership

Funds ownership: 83.49%83.7% (+0.22%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

13% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 423

29% less call options, than puts

Call options by funds: $149M | Put options by funds: $210M

Holders
1,081
Holders Change
+10
Holders Change %
+0.93%
% of All Funds
24.74%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.64%
New
81
Increased
367
Reduced
423
Closed
63
Calls
$149M
Puts
$210M
Net Calls
-$60.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
976
JOYN Advisors
Georgia
$45K +$33.5K +608 +259%
GI
977
Gradient Investments
Minnesota
$44K -$1.27K -23 -3%
TL
978
TrueWealth LLC
Georgia
$44K +$22.4K +406 +97%
LWCFA
979
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K
PMFA
980
Plante Moran Financial Advisors
Michigan
$43K +$25.4K +460 +136%
LWM
981
Lenox Wealth Management
Ohio
$42K
RBC
982
Roble Belko & Company
Pennsylvania
$42K
WIM
983
Westside Investment Management
California
$40K -$662 -12 -2%
SNT
984
Security National Trust
West Virginia
$40K
GAM
985
Gemmer Asset Management
California
$38K
WWM
986
Willingdon Wealth Management
North Carolina
$38K
AF
987
Allworth Financial
California
$37K +$7.78K +141 +26%
BG
988
Bollard Group
Massachusetts
$36K +$166 +3 +0.5%
CHP
989
Cable Hill Partners
Oregon
$34K
PK
990
Pflug Koory
Nebraska
$34K +$4.14K +75 +14%
CB
991
CNB Bank
Pennsylvania
$33K
OC
992
Oakworth Capital
Alabama
$33K
SA
993
SRH Advisors
Kansas
$33K
SCM
994
Silvant Capital Management
Georgia
$33K +$20.4K +370 +155%
OFS
995
Orrstown Financial Services
Pennsylvania
$32K -$5.57K -101 -14%
BFC
996
Bedel Financial Consulting
Indiana
$32K
BC
997
Blackhill Capital
New Jersey
$32K
FAM
998
Fred Alger Management
New York
$32K +$20.1K +365 +159%
GFP
999
Gryphon Financial Partners
Ohio
$31K -$1.6K -29 -5%
PCA
1000
Providence Capital Advisors
North Carolina
$31K

BNY Hedge Fund Activity: Q2 2018 in Review

1,081 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2018, worth a combined $45.6B — up 5.3% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BNY positions and 63 closed out — a net gain of 18 holders — while 367 added to existing stakes and 423 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $560M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $172M sold.

  • 1,081 institutional investors held Bank of New York Mellon (BNY) as of Q2 2018, up from 1,071 in Q1 2018.
  • Funds reported $45.6B of Bank of New York Mellon stock for Q2 2018, up 5.3% quarter-over-quarter.
  • 81 funds opened new Bank of New York Mellon positions in Q2 2018 and 63 closed out, a net change of +18 holders.
  • The largest Bank of New York Mellon buyer in Q2 2018 was Fidelity Investments, an estimated $560M added.
  • The largest Bank of New York Mellon seller in Q2 2018 was Arrowstreet Capital, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2018.