Bank of New York Mellon
BNY
898 hedge funds and large institutions have $24.8B invested in Bank of New York Mellon in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 280 increasing their positions, 381 reducing their positions, and 226 closing their positions.
2.04% more ownership
Funds ownership: 80.93% → 82.97% (+2%)
16% less funds holding
Funds holding: 1,065 → 898 (-167)
22% less funds holding in top 10
Funds holding in top 10: 23 → 18 (-5)
27% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 381
34% less capital invested
Capital invested by funds: $37.6B → $24.8B (-$12.8B)
50% less call options, than puts
Call options by funds: $40.2M | Put options by funds: $80.5M
66% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 226
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$643M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$120M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$110M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$78M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$558M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$243M |
| 3 |
Millennium Management
New York
|
-$172M |
| 4 |
Goldman Sachs
New York
|
-$132M |
| 5 |
TFM
Trian Fund Management
New York
|
-$103M |
BNY Hedge Fund Activity: Q1 2020 in Review
898 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2020, worth a combined $24.8B — down 34% from $37.6B a quarter earlier.
Sellers outnumbered buyers: 226 funds closed out of BNY and 77 opened new positions — a net loss of 149 holders — while 381 trimmed existing stakes and 280 added.
The largest buyer was Fidelity Investments, adding an estimated $643M. The largest seller was Massachusetts Financial Services, cutting an estimated $558M.
- 898 institutional investors held Bank of New York Mellon (BNY) as of Q1 2020, down from 1,065 in Q4 2019.
- Funds reported $24.8B of Bank of New York Mellon stock for Q1 2020, down 34% quarter-over-quarter.
- 77 funds opened new Bank of New York Mellon positions in Q1 2020 and 226 closed out, a net change of -149 holders.
- The largest Bank of New York Mellon buyer in Q1 2020 was Fidelity Investments, an estimated $643M added.
- The largest Bank of New York Mellon seller in Q1 2020 was Massachusetts Financial Services, an estimated $558M sold.
Based on aggregated 13F filings for Q1 2020.