We are live on ! Find out more
BNY

Bank of New York Mellon

1,071 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 356 increasing their positions, 429 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 77

0.42% more ownership

Funds ownership: 83.07%83.49% (+0.42%)

0% more funds holding

Funds holding: 1,0681,071 (+3)

5% less capital invested

Capital invested by funds: $45.8B → $43.3B (-$2.44B)

17% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 429

17% less call options, than puts

Call options by funds: $187M | Put options by funds: $225M

19% less funds holding in top 10

Funds holding in top 10: 3730 (-7)

Holders
1,071
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
24.54%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.69%
New
92
Increased
356
Reduced
429
Closed
77
Calls
$187M
Puts
$225M
Net Calls
-$38.6M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TL
1001
TrueWealth LLC
Georgia
$21K -$72K -1,295 -76%
BBA
1002
Braun-Bostich & Associates
Pennsylvania
$21K
KLWA
1003
Kelly Lawrence W & Associates
California
$21K
VNA
1004
Valley National Advisers
Pennsylvania
$21K +$56 +1 +0.3%
PG
1005
PEAK6 Group
Illinois
$21K +$22.3K +400 New
SIM
1006
Sonora Investment Management
Arizona
$20.6K
Lazard Asset Management
1007
Lazard Asset Management
New York
$20K -$179K -3,215 -89%
ACA
1008
Atlas Capital Advisors
Wyoming
$19.2K +$20.7K +373 New
TF
1009
Tompkins Financial
New York
$19K
AWM
1010
Aevitas Wealth Management
Massachusetts
$19K +$20.8K +374 New
FCB
1011
First Command Bank
Texas
$18.5K
FCFS
1012
First Command Financial Services
Texas
$18K
PCP
1013
Proficio Capital Partners
Massachusetts
$18K +$1K +18 +6%
WF
1014
WealthTrust Fairport
Ohio
$18K +$19.3K +347 New
GT
1015
Greenleaf Trust
Michigan
$17K -$39.5K -711 -69%
PMFA
1016
Plante Moran Financial Advisors
Michigan
$17K
IBOK
1017
Independence Bank of Kentucky
Kentucky
$15K -$3.06K -55 -16%
AIM
1018
Advantage Investment Management
Iowa
$15K
CCMW
1019
Cypress Capital Management (Wyoming)
Wyoming
$15K
MSFP
1020
Mark Sheptoff Financial Planning
Connecticut
$15K
SHJ
1021
Sharkey, Howes & Javer
Colorado
$15K
ADL
1022
Asset Dedication LLC
California
$14K +$15.4K +277 New
LA
1023
Legacy Advisors
Pennsylvania
$13K +$5.56K +100 +67%
CS
1024
Credential Securities
$12.9K -$1.04M -18,608 -99%
FAM
1025
Fred Alger Management
New York
$12K +$12.8K +230 New

BNY Hedge Fund Activity: Q1 2018 in Review

1,071 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2018, worth a combined $43.3B — down 5.3% from $45.8B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BNY positions and 77 closed out — a net gain of 15 holders — while 356 added to existing stakes and 429 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $132M. The largest seller was T. Rowe Price Associates, cutting an estimated $509M.

  • 1,071 institutional investors held Bank of New York Mellon (BNY) as of Q1 2018, up from 1,068 in Q4 2017.
  • Funds reported $43.3B of Bank of New York Mellon stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 92 funds opened new Bank of New York Mellon positions in Q1 2018 and 77 closed out, a net change of +15 holders.
  • The largest Bank of New York Mellon buyer in Q1 2018 was Deutsche Bank, an estimated $132M added.
  • The largest Bank of New York Mellon seller in Q1 2018 was T. Rowe Price Associates, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2018.