Bank of New York Mellon
BNY
1,066 hedge funds and large institutions have $42.9B invested in Bank of New York Mellon in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 443 reducing their positions, and 69 closing their positions.
0.38% more ownership
Funds ownership: 83.7% → 84.09% (+0.38%)
1% less funds holding
Funds holding: 1,081 → 1,066 (-15)
6% less capital invested
Capital invested by funds: $45.6B → $42.9B (-$2.74B)
12% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 69
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
29% less repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 443
33% less call options, than puts
Call options by funds: $118M | Put options by funds: $177M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$687M |
| 2 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
+$582M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$532M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$291M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$78.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$629M |
| 2 |
JP Morgan Chase
New York
|
-$249M |
| 3 |
BlackRock
New York
|
-$175M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
-$146M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$144M |
BNY Hedge Fund Activity: Q3 2018 in Review
1,066 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2018, worth a combined $42.9B — down 6% from $45.6B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of BNY and 61 opened new positions — a net loss of 8 holders — while 443 trimmed existing stakes and 316 added.
The largest buyer was Berkshire Hathaway, adding an estimated $687M. The largest seller was T. Rowe Price Associates, cutting an estimated $629M.
- 1,066 institutional investors held Bank of New York Mellon (BNY) as of Q3 2018, down from 1,081 in Q2 2018.
- Funds reported $42.9B of Bank of New York Mellon stock for Q3 2018, down 6% quarter-over-quarter.
- 61 funds opened new Bank of New York Mellon positions in Q3 2018 and 69 closed out, a net change of -8 holders.
- The largest Bank of New York Mellon buyer in Q3 2018 was Berkshire Hathaway, an estimated $687M added.
- The largest Bank of New York Mellon seller in Q3 2018 was T. Rowe Price Associates, an estimated $629M sold.
Based on aggregated 13F filings for Q3 2018.