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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
976
Valley National Advisers
Pennsylvania
$27K -$2.72K -57 -10%
ACM
977
AUA Capital Management
Pennsylvania
$26K -$21.8K -456 -47%
AIC
978
Ameritas Investment Company
Nebraska
$26K +$22.4K +470 +1,205%
FWM
979
FSA Wealth Management
Massachusetts
$25K +$23.9K +500 New
NG
980
NWK Group
California
$25K +$23.9K +500 New
ONST
981
Old North State Trust
North Carolina
$23K -$3.72K -78 -15%
BWA
982
BDO Wealth Advisors
Florida
$23K
TL
983
TrueWealth LLC
Georgia
$23K
BB
984
Busey Bank
Illinois
$23K +$21.9K +458 New
TFO
985
Tarbox Family Office
California
$22K -$1.77K -37 -8%
EARNEST Partners
986
EARNEST Partners
Georgia
$22K
TT
987
TI-Trust
Illinois
$22K +$20.5K +430 New
CA
988
Crewe Advisors
Utah
$22K +$20.8K +436 New
HIIFS
989
Harel Insurance Investments & Financial Services
Israel
$21K
BBA
990
Braun-Bostich & Associates
Pennsylvania
$21K +$19.2K +403 New
EFSCE
991
Enterprise Financial Services Corp (EFSC)
Missouri
$20K
KLWA
992
Kelly Lawrence W & Associates
California
$20K
SQA
993
Simon Quick Advisors
New Jersey
$20K +$18.9K +397 New
EWM
994
EPG Wealth Management
Georgia
$20K +$19K +399 New
SIM
995
Sonora Investment Management
Arizona
$20K +$19.1K +400 New
AIC
996
Archer Investment Corporation
Indiana
$20K +$20.8K +436 New
TF
997
Tompkins Financial
New York
$19K
BCM
998
Brooktree Capital Management
Michigan
$19K +$17.9K +375 New
ACM
999
Anfield Capital Management
California
$19K +$19.2K +403 New
FCB
1000
First Command Bank
Texas
$18K

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.