We are live on ! Find out more
BNY

Bank of New York Mellon

1,071 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2018 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 356 increasing their positions, 429 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 77

0.42% more ownership

Funds ownership: 83.07%83.49% (+0.42%)

0% more funds holding

Funds holding: 1,0681,071 (+3)

5% less capital invested

Capital invested by funds: $45.8B → $43.3B (-$2.44B)

17% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 429

17% less call options, than puts

Call options by funds: $187M | Put options by funds: $225M

19% less funds holding in top 10

Funds holding in top 10: 3730 (-7)

Holders
1,071
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
24.54%
Holding in Top 10
30
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-18.92%
% of All Funds
0.69%
New
92
Increased
356
Reduced
429
Closed
77
Calls
$187M
Puts
$225M
Net Calls
-$38.6M
Net Calls Change
+$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
1051
Field & Main Bank
Kentucky
$5K
SFSIG
1052
San Francisco Sentry Investment Group
California
$5K
TWA
1053
TCI Wealth Advisors
Arizona
$5K
RWM
1054
Raffa Wealth Management
District of Columbia
$4.48K +$4.84K +87 New
BWL
1055
Bogart Wealth LLC
Virginia
$4K -$1.5K -27 -28%
BWA
1056
BDO Wealth Advisors
Florida
$4K
OFW
1057
Omnia Family Wealth
Florida
$4K
MIFH
1058
Migdal Insurance & Financial Holdings
Israel
$4K +$3.78K +68 New
LYV
1059
Live Your Vision
Pennsylvania
$3K
PO
1060
Private Ocean
California
$3K +$501 +9 +13%
CCM
1061
Cribstone Capital Management
Maine
$3K +$3.5K +63 New
Parallax Volatility Advisers
1062
Parallax Volatility Advisers
California
$2K -$1.37M -24,628 -100%
FRA
1063
Front Row Advisors
California
$2K
MPPLM
1064
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K
WAM
1065
Watermark Asset Management
California
$2K
WAP
1066
Wealthcare Advisory Partners
Pennsylvania
$2K
DBT
1067
Dubuque Bank & Trust
Iowa
$2K +$2.28K +41 New
GRP
1068
Global Retirement Partners
California
$2K +$2.34K +42 New
ME
1069
McIlrath & Eck
Washington
$1K
NCM
1070
Nelson Capital Management
California
$1K
HA
1071
Hamel Associates
New Jersey
$795
SCM
1072
Stevens Capital Management
Pennsylvania
-$24.5M -455,179 Closed
Balyasny Asset Management
1073
Balyasny Asset Management
Illinois
-$23.4M -434,558 Closed
BAPIM
1074
British Airways Pensions Investment Management
United Kingdom
-$18.4M -342,017 Closed
MIM
1075
MetLife Investment Management
New Jersey
-$17.1M -316,840 Closed

BNY Hedge Fund Activity: Q1 2018 in Review

1,071 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2018, worth a combined $43.3B — down 5.3% from $45.8B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BNY positions and 77 closed out — a net gain of 15 holders — while 356 added to existing stakes and 429 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $132M. The largest seller was T. Rowe Price Associates, cutting an estimated $509M.

  • 1,071 institutional investors held Bank of New York Mellon (BNY) as of Q1 2018, up from 1,068 in Q4 2017.
  • Funds reported $43.3B of Bank of New York Mellon stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 92 funds opened new Bank of New York Mellon positions in Q1 2018 and 77 closed out, a net change of +15 holders.
  • The largest Bank of New York Mellon buyer in Q1 2018 was Deutsche Bank, an estimated $132M added.
  • The largest Bank of New York Mellon seller in Q1 2018 was T. Rowe Price Associates, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2018.