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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
SJIC
976
St. James Investment Company
Texas
-$256K -7,587 Closed
ISB
977
Iowa State Bank
Iowa
-$254K -7,547 Closed
WANY
978
Wealthspire Advisors (New York)
New York
-$249K -7,393 Closed
Tudor Investment Corp
979
Tudor Investment Corp
Connecticut
-$246K -7,308 Closed
LOAME
980
Lombard Odier Asset Management (Europe)
United Kingdom
-$236K -6,993 Closed
XM
981
XTX Markets
New York
-$233K -6,915 Closed
GLA
982
Great Lakes Advisors
Illinois
-$231K -6,873 Closed
IC
983
IEQ Capital
California
-$230K -6,856 Closed
SSWM
984
Sheets Smith Wealth Management
North Carolina
-$226K -6,710 Closed
YL
985
YCG LLC
Texas
-$215K -6,394 Closed
BAM
986
Berkshire Asset Management
Pennsylvania
-$211K -6,275 Closed
MIA
987
MainStreet Investment Advisors
Illinois
-$210K -6,226 Closed
BJL
988
Brighton Jones LLC
Washington
-$206K -6,126 Closed
JG
989
Jefferies Group
New York
-$156K -4,585 Closed
PRC
990
Pearl River Capital
Michigan
-$63K -1,867 Closed
AIC
991
Ameritas Investment Company
Nebraska
-$42K -1,256 Closed
CH
992
Canton Hathaway
Rhode Island
-$25K -750 Closed
WAP
993
Wealthcare Advisory Partners
Pennsylvania
-$23K -690 Closed
SC
994
Solstein Capital
California
-$23K -686 Closed
SA
995
SRH Advisors
Kansas
-$21K -615 Closed
PCA
996
Providence Capital Advisors
North Carolina
-$20K -580 Closed
QAM
997
QCI Asset Management
New York
-$17K -500 Closed
AC
998
AlphaCore Capital
California
-$14K -413 Closed
HIIFS
999
Harel Insurance Investments & Financial Services
Israel
-$14K -411 Closed
BCM
1000
Brooktree Capital Management
Michigan
-$13K -375 Closed

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.