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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
1001
First Command Financial Services
Texas
$18K
SNT
1002
Security National Trust
West Virginia
$18K
MPWT
1003
MassMutual Private Wealth & Trust
Connecticut
$18K +$16.7K +350 New
SWM
1004
Sugarloaf Wealth Management
Georgia
$18K +$17K +356 New
ADL
1005
Asset Dedication LLC
California
$16K +$8.78K +184 +169%
MSFP
1006
Mark Sheptoff Financial Planning
Connecticut
$15K
PFGIA
1007
Patriot Financial Group Insurance Agency
Massachusetts
$15K
HFS
1008
HBC Financial Services
Washington
$15K +$13.9K +292 New
RAM
1009
Riggs Asset Management
Pennsylvania
$14K
TA
1010
TFG Advisers
Michigan
$14K +$13.6K +286 New
CMA
1011
Cedar Mountain Advisors
Oregon
$13K +$12.7K +267 New
ED
1012
Exane Derivatives
France
$12.4K -$129K -2,711 -92%
VCM
1013
Versant Capital Management
Arizona
$12K -$2.19K -46 -15%
IFAM
1014
Institutional & Family Asset Management
Colorado
$12K
SFS
1015
Sowell Financial Services
Arkansas
$12K +$430 +9 +4%
BL
1016
Balentine LLC
Georgia
$12K +$859 +18 +8%
BWL
1017
Bogart Wealth LLC
Virginia
$12K +$7.64K +160 +225%
KWM
1018
Keebeck Wealth Management
Illinois
$11K +$10.9K +228 New
KTC
1019
Kistler-Tiffany Companies
Pennsylvania
$10K -$247K -5,173 -96%
MIFH
1020
Migdal Insurance & Financial Holdings
Israel
$10K -$859 -18 -8%
AWM
1021
Avior Wealth Management
Nebraska
$10K
MCM
1022
MV Capital Management
Maryland
$10K
SIS
1023
Sound Income Strategies
Florida
$10K
WCG
1024
Weaver Consulting Group
California
$10K
VRM
1025
Vectors Research Management
New York
$10K +$9.54K +200 New

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.