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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
IBOK
1026
Independence Bank of Kentucky
Kentucky
$16K
MSFP
1027
Mark Sheptoff Financial Planning
Connecticut
$16K
SHJ
1028
Sharkey, Howes & Javer
Colorado
$16K
ADL
1029
Asset Dedication LLC
California
$15K
TFS
1030
TrustCore Financial Services
Tennessee
$15K +$6.46K +117 +69%
ACA
1031
Atlas Capital Advisors
Wyoming
$13.1K -$7.17K -130 -35%
LA
1032
Legacy Advisors
Pennsylvania
$13K
PFGIA
1033
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$7.34K +133 +119%
HS
1034
Horan Securities
United States
$12K +$55 +1 +0.5%
TWA
1035
TCI Wealth Advisors
Arizona
$12K +$6.68K +121 +116%
RCWMU
1036
Rothschild & Co Wealth Management (UK)
United Kingdom
$12K +$12.5K +226 New
ED
1037
Exane Derivatives
France
$11.5K -$244K -4,422 -95%
BWM
1038
Baystate Wealth Management
Massachusetts
$11K -$26.2K -474 -70%
CAC
1039
Certified Advisory Corp
Florida
$11K
IP
1040
Intellectus Partners
California
$11K
MSA
1041
Marino Stram & Associates
Massachusetts
$11K +$55 +1 +0.5%
SIS
1042
Sound Income Strategies
Florida
$11K +$276 +5 +3%
MTCM
1043
Mint Tower Capital Management
Netherlands
$11K +$11K +200 New
TCM
1044
Tradewinds Capital Management
Washington
$10K
AWM
1045
Avior Wealth Management
Nebraska
$9K -$1.32K -24 -12%
NL
1046
NVWM LLC
Pennsylvania
$9K +$9.38K +170 New
MFW
1047
Mosaic Family Wealth
Missouri
$8K
JAM
1048
Jolley Asset Management
North Carolina
$7K -$3.48K -63 -34%
CFC
1049
Coyle Financial Counsel
Illinois
$7K +$6.79K +123 New
FFW
1050
Fusion Family Wealth
New York
$7K +$6.95K +126 New

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.