We are live on ! Find out more
BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
976
Plante Moran Financial Advisors
Michigan
$41K +$40K +800 New
SCM
977
Silvant Capital Management
Georgia
$40K
FF
978
FourThought Financial
Florida
$39K
CT
979
Caldwell Trust
Florida
$38K
SOW
980
State of Wyoming
Wyoming
$37K -$23.2K -463 -39%
WPA
981
West Paces Advisors
Georgia
$36.2K
BG
982
Bollard Group
Massachusetts
$36K +$200 +4 +0.6%
SNT
983
Security National Trust
West Virginia
$36K +$17.7K +353 +101%
MFT
984
Moisand Fitzgerald Tamayo
Florida
$36K +$35K +700 New
FCA
985
FinTrust Capital Advisors
South Carolina
$35K +$34.5K +690 New
HFM
986
Harvest Fund Management
China
$34K +$33.9K +678 New
SSB
987
Sandy Spring Bank
Maryland
$33K
MA
988
Modus Advisors
Minnesota
$32K +$31.7K +634 New
KFS
989
Kelly Financial Services
Massachusetts
$32K +$80.4K +1,607 +5,022%
FCB
990
First Command Bank
Texas
$31K -$100K -2,001 -77%
FCFS
991
First Command Financial Services
Texas
$31K -$100K -2,001 -77%
OC
992
Oakworth Capital
Alabama
$31K
AWA
993
Arkadios Wealth Advisors
Georgia
$31K +$10.1K +201 +48%
CM
994
Capula Management
Cayman Islands
$31K +$30.9K +617 New
GI
995
Gradient Investments
Minnesota
$30K -$5.25K -105 -15%
EW
996
Evoke Wealth
California
$30K -$4.4K -88 -13%
ZB
997
Zions Bancorporation
Utah
$27K -$5.95K -119 -19%
ACM
998
AUA Capital Management
Pennsylvania
$27K
BWP
999
Baldwin Wealth Partners
Massachusetts
$26K -$113K -2,260 -81%
HWA
1000
HHM Wealth Advisors
Tennessee
$26K

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.