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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
CAL
1026
Capital Advisors Ltd
Ohio
$9K -$8.4K -176 -50%
HGWM
1027
Harvest Group Wealth Management
Massachusetts
$9K
TCM
1028
Tradewinds Capital Management
Washington
$9K
IBOK
1029
Independence Bank of Kentucky
Kentucky
$8K
SFSIG
1030
San Francisco Sentry Investment Group
California
$8K
TC
1031
Trust Company
Kansas
$8K
IRAG
1032
Investment Research & Advisory Group
Georgia
$8K +$7.64K +160 New
MAWCM
1033
Mine & Arao Wealth Creation & Management
California
$8K +$7.64K +160 New
1NWS
1034
1 North Wealth Services
Maryland
$7K
CBT
1035
Central Bank & Trust
Kentucky
$7K
TWA
1036
TCI Wealth Advisors
Arizona
$7K +$48 +1 +0.7%
EI
1037
Ellevest Inc
New York
$7K +$3.87K +81 +123%
TSW
1038
Thompson Siegel & Walmsley
Virginia
$7K +$6.2K +130 New
WB
1039
West Bancorporation
Iowa
$6K +$5.44K +114 New
AIS
1040
Accurate Investment Solutions
Pennsylvania
$6K +$5.63K +118 New
CWP
1041
CFM Wealth Partners
Texas
$6K +$6.49K +136 New
LF
1042
Lee Financial
Texas
$5K
CFFP
1043
Center for Financial Planning
Michigan
$5K +$4.77K +100 New
RWM
1044
Raffa Wealth Management
District of Columbia
$4.38K
CTB
1045
Country Trust Bank
Illinois
$4K
EIP
1046
Ellis Investment Partners
Pennsylvania
$4K
EIM
1047
Essex Investment Management
Massachusetts
$4K
WCM
1048
Wealthcare Capital Management
Virginia
$4K +$3.77K +79 New
DSC
1049
Duncker Streett & Co
Missouri
$4K +$3.87K +81 New
PWP
1050
Personal Wealth Partners
Minnesota
$3K

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.