Bank of New York Mellon
BNY
967 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2016 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 282 increasing their positions, 355 reducing their positions, and 52 closing their positions.
217% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 52
50% more funds holding in top 10
Funds holding in top 10: 30 → 45 (+15)
20% more capital invested
Capital invested by funds: $34.2B → $41.1B (+$6.9B)
12% more call options, than puts
Call options by funds: $259M | Put options by funds: $231M
12% more funds holding
Funds holding: 865 → 967 (+102)
0.98% more ownership
Funds ownership: 80.99% → 81.97% (+0.98%)
21% less repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 355
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$212M |
| 2 |
Millennium Management
New York
|
+$190M |
| 3 |
State Street
Boston,
Massachusetts
|
+$173M |
| 4 |
Renaissance Technologies
New York
|
+$160M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$310M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$208M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$139M |
| 4 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$139M |
| 5 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$116M |
BNY Hedge Fund Activity: Q4 2016 in Review
967 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2016, worth a combined $41.1B — up 20% from $34.2B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new BNY positions and 52 closed out — a net gain of 113 holders — while 282 added to existing stakes and 355 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $212M. The largest seller was Dodge & Cox, cutting an estimated $310M.
- 967 institutional investors held Bank of New York Mellon (BNY) as of Q4 2016, up from 865 in Q3 2016.
- Funds reported $41.1B of Bank of New York Mellon stock for Q4 2016, up 20% quarter-over-quarter.
- 165 funds opened new Bank of New York Mellon positions in Q4 2016 and 52 closed out, a net change of +113 holders.
- The largest Bank of New York Mellon buyer in Q4 2016 was JP Morgan Chase, an estimated $212M added.
- The largest Bank of New York Mellon seller in Q4 2016 was Dodge & Cox, an estimated $310M sold.
Based on aggregated 13F filings for Q4 2016.