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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AWG
1001
Altus Wealth Group
Colorado
$2K +$1.42K +37 New
SFO
1002
Standard Family Office
South Dakota
$2K +$1.77K +46 New
KFS
1003
Kelly Financial Services
Massachusetts
$1.36K
BWM
1004
BerganKDV Wealth Management
Minnesota
$1K
CA
1005
Centerpoint Advisors
Massachusetts
$1K
GWMIA
1006
Global Wealth Management Investment Advisory
Florida
$1K
BC
1007
Barnett & Company
Tennessee
$1K +$1.23K +32 New
Walleye Capital
1008
Walleye Capital
New York
$510 +$461K +12,016 New
WOSD
1009
WFA of San Diego
California
$42 -$8.45K -220 -1%
SC
1010
Sessa Capital
New York
-$24.9M -725,000 Closed
LM
1011
Luminus Management
Texas
-$8.45M -246,000 Closed
CAM
1012
ClariVest Asset Management
California
-$8.13M -236,676 Closed
ECA
1013
Endeavour Capital Advisors
Connecticut
-$7.13M -207,549 Closed
Holocene Advisors
1014
Holocene Advisors
New York
-$6.26M -182,428 Closed
BCM
1015
BlueMar Capital Management
Florida
-$6.11M -177,921 Closed
Parallax Volatility Advisers
1016
Parallax Volatility Advisers
California
-$4.85M -141,250 Closed
TC
1017
TwinBeech Capital
New York
-$4.64M -135,128 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1018
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$3.11M -90,590 Closed
CIC
1019
Cornercap Investment Counsel
Georgia
-$2.67M -77,782 Closed
TI
1020
Trexquant Investment
Connecticut
-$2.28M -66,425 Closed
UM
1021
Ulysses Management
New York
-$2.06M -60,000 Closed
CTA
1022
Carillon Tower Advisers
Florida
-$1.9M -55,200 Closed
CG
1023
Colony Group
Massachusetts
-$1.65M -48,154 Closed
B
1024
Barings
North Carolina
-$1.46M -42,433 Closed
Arrowstreet Capital
1025
Arrowstreet Capital
Massachusetts
-$1.36M -39,700 Closed

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.