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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
AI
1026
Atria Investments
North Carolina
-$1.05M -30,553 Closed
BSW
1027
Buckingham Strategic Wealth
Missouri
-$1.02M -29,680 Closed
MFG
1028
MidWestOne Financial Group
Iowa
-$923K -26,875 Closed
NICM
1029
Neo Ivy Capital Management
New York
-$785K -22,860 Closed
JCIA
1030
Jackson Creek Investment Advisors
Colorado
-$763K -22,233 Closed
GCP
1031
GSA Capital Partners
United Kingdom
-$644K -18,752 Closed
PCM
1032
Prelude Capital Management
New York
-$621K -18,073 Closed
SAM
1033
Sompo Asset Management
Japan
-$602K -17,520 Closed
PP
1034
Paloma Partners
Connecticut
-$588K -17,126 Closed
LOAMS
1035
Lombard Odier Asset Management (Switzerland)
Switzerland
-$579K -16,849 Closed
Tudor Investment Corp
1036
Tudor Investment Corp
Connecticut
-$552K -16,066 Closed
E
1037
Ergoteles
New York
-$511K -14,879 Closed
MC
1038
Maverick Capital
Texas
-$465K -13,545 Closed
MYLI
1039
Meiji Yasuda Life Insurance
Japan
-$429K -12,502 Closed
RAM
1040
Riggs Asset Management
Pennsylvania
-$2.57M -10,059 Closed
RIM
1041
Regent Investment Management
Kentucky
-$343K -10,000 Closed
WA
1042
Wealth Alliance
New York
-$334K -9,738 Closed
DA
1043
Duality Advisers
Florida
-$288K -8,390 Closed
VIM
1044
Veritas Investment Management
United Kingdom
-$288K -8,387 Closed
BIA
1045
Biondo Investment Advisors
Pennsylvania
-$283K -8,229 Closed
BOTW
1046
Bank of the West
California
-$279K -8,124 Closed
ICM
1047
Intrepid Capital Management
Florida
-$273K -7,959 Closed
WAM
1048
Wolverine Asset Management
Illinois
-$265K -7,722 Closed
BS
1049
Banco Santander
Spain
-$263K -7,650 Closed
FNBOO
1050
First National Bank of Omaha
Nebraska
-$262K -7,628 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.