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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1001
Institutional & Family Asset Management
Colorado
$26K +$13.7K +274 +116%
HIA
1002
Harbor Investment Advisory
Maryland
$25K -$2.75K -55 -10%
LC
1003
Lindbrook Capital
California
$25K
RFA
1004
Reilly Financial Advisors
California
$24K -$60K -1,200 -72%
SIM
1005
Sonora Investment Management
Arizona
$24K +$1.9K +38 +9%
RCG
1006
Rock Creek Group
District of Columbia
$23K -$5.45K -109 -20%
SWA
1007
SOA Wealth Advisors
New York
$23K -$200 -4 -0.9%
AIC
1008
Archer Investment Corporation
Indiana
$22.3K
PP
1009
PrairieView Partners
Minnesota
$21K -$951 -19 -5%
Jones Financial Companies
1010
Jones Financial Companies
Missouri
$20K -$39.3K -785 -67%
CCC
1011
Crescent Capital Consulting
Louisiana
$20K
KLWA
1012
Kelly Lawrence W & Associates
California
$20K
GAM
1013
Gemmer Asset Management
California
$20K +$2.15K +43 +12%
MCM
1014
MV Capital Management
Maryland
$20K +$7.8K +156 +68%
TFO
1015
Tarbox Family Office
California
$19K
ADL
1016
Asset Dedication LLC
California
$18K
EFSCE
1017
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
SWM
1018
Sugarloaf Wealth Management
Georgia
$18K
MFA
1019
McClarren Financial Advisors
Pennsylvania
$18K +$100 +2 +0.5%
CMA
1020
Cedar Mountain Advisors
Oregon
$17K
PGAM
1021
Princeton Global Asset Management
New Jersey
$17K +$9.31K +186 +123%
EWM
1022
Endurance Wealth Management
Rhode Island
$16K
CP
1023
Castleview Partners
Texas
$16K +$15.6K +312 New
AIG
1024
American International Group
New York
$15.7K -$314K -6,273 -2%
CCA
1025
Column Capital Advisors
Indiana
$15K

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.