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BNY

Bank of New York Mellon

1,081 hedge funds and large institutions have $45.6B invested in Bank of New York Mellon in 2018 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 367 increasing their positions, 423 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

5% more capital invested

Capital invested by funds: $43.3B → $45.6B (+$2.29B)

1% more funds holding

Funds holding: 1,0711,081 (+10)

0.22% more ownership

Funds ownership: 83.49%83.7% (+0.22%)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

13% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 423

29% less call options, than puts

Call options by funds: $149M | Put options by funds: $210M

Holders
1,081
Holders Change
+10
Holders Change %
+0.93%
% of All Funds
24.74%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.64%
New
81
Increased
367
Reduced
423
Closed
63
Calls
$149M
Puts
$210M
Net Calls
-$60.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Catamount Wealth Management
Connecticut
$30K
AC
1002
Avestar Capital
New York
$30K +$6.84K +124 +24%
CMBA
1003
C.M. Bidwell & Associates
Hawaii
$30K +$30.6K +555 New
VCM
1004
Versant Capital Management
Arizona
$28K
AOWM
1005
Alpha Omega Wealth Management
Virginia
$27K
IFAM
1006
Institutional & Family Asset Management
Colorado
$27K +$441 +8 +2%
CJA
1007
C-J Advisory
California
$26K
TFO
1008
Tarbox Family Office
California
$25K
BWA
1009
BDO Wealth Advisors
Florida
$25K +$21.1K +383 +479%
EARNEST Partners
1010
EARNEST Partners
Georgia
$24K -$4.19K -76 -15%
WA
1011
WealthTrust-Arizona
Arizona
$24K -$1.49K -27 -6%
MUS
1012
Mitsubishi UFJ Securities
Japan
$23K
BBA
1013
Braun-Bostich & Associates
Pennsylvania
$22K
KLWA
1014
Kelly Lawrence W & Associates
California
$22K
SIM
1015
Sonora Investment Management
Arizona
$22K
VNA
1016
Valley National Advisers
Pennsylvania
$22K +$110 +2 +0.5%
SAM
1017
Shamrock Asset Management
Texas
$21K
TF
1018
Tompkins Financial
New York
$20K
FCB
1019
First Command Bank
Texas
$19K
FCFS
1020
First Command Financial Services
Texas
$19K
PCP
1021
Proficio Capital Partners
Massachusetts
$18K -$55 -1 -0.3%
WAP
1022
Wealthcare Advisory Partners
Pennsylvania
$18K +$16.1K +292 +621%
TDC
1023
Thompson Davis & Co
Virginia
$17K -$267K -4,839 -94%
AIM
1024
Advantage Investment Management
Iowa
$16K
CCMW
1025
Cypress Capital Management (Wyoming)
Wyoming
$16K

BNY Hedge Fund Activity: Q2 2018 in Review

1,081 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2018, worth a combined $45.6B — up 5.3% from $43.3B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new BNY positions and 63 closed out — a net gain of 18 holders — while 367 added to existing stakes and 423 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $560M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $172M sold.

  • 1,081 institutional investors held Bank of New York Mellon (BNY) as of Q2 2018, up from 1,071 in Q1 2018.
  • Funds reported $45.6B of Bank of New York Mellon stock for Q2 2018, up 5.3% quarter-over-quarter.
  • 81 funds opened new Bank of New York Mellon positions in Q2 2018 and 63 closed out, a net change of +18 holders.
  • The largest Bank of New York Mellon buyer in Q2 2018 was Fidelity Investments, an estimated $560M added.
  • The largest Bank of New York Mellon seller in Q2 2018 was Arrowstreet Capital, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2018.