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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
EARNEST Partners
1026
EARNEST Partners
Georgia
$15K
VCM
1027
Versant Capital Management
Arizona
$15K
PA
1028
Perennial Advisors
New York
$14K
HFS
1029
HBC Financial Services
Washington
$14K +$100 +2 +0.7%
SB
1030
Strategic Blueprint
Georgia
$14K +$13.4K +268 New
VCM
1031
Vigilant Capital Management
Maine
$14K +$13.5K +270 New
BFG
1032
Baron Financial Group
New Jersey
$13.2K
ACA
1033
Atlas Capital Advisors
Wyoming
$12.8K
BWL
1034
Bogart Wealth LLC
Virginia
$12K
WP
1035
WealthShield Partners
North Carolina
$11K -$36.1K -721 -76%
Loomis, Sayles & Company
1036
Loomis, Sayles & Company
Massachusetts
$11K
TAM
1037
Tucker Asset Management
Colorado
$10.2K
MPWT
1038
MassMutual Private Wealth & Trust
Connecticut
$10K -$26.3K -526 -73%
HFA
1039
HC Financial Advisors
California
$10K
LF
1040
Lee Financial
Texas
$10K
PB
1041
Pinnacle Bancorp
Nebraska
$10K
SIS
1042
Sound Income Strategies
Florida
$10K
TCM
1043
Tradewinds Capital Management
Washington
$10K
VRM
1044
Vectors Research Management
New York
$10K
EIP
1045
Ellis Investment Partners
Pennsylvania
$10K +$5K +100 +100%
PGWM
1046
Parisi Gray Wealth Management
New Jersey
$10K +$9.46K +189 New
MFG
1047
Monumental Financial Group
Maryland
$10K +$10K +200 New
CAL
1048
Capital Advisors Ltd
Ohio
$9K
RA
1049
Resolute Advisors
California
$9K
TIM
1050
Tortoise Investment Management
New York
$9K

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.