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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
PG
1051
Proffitt & Goodson
Tennessee
$3K +$2.72K +57 New
EWA
1052
Evolution Wealth Advisors
Florida
$3K +$2.91K +61 New
FPFS
1053
First Personal Financial Services
North Carolina
$2K -$42.6K -892 -95%
KFS
1054
Kelly Financial Services
Massachusetts
$1.61K
AWA
1055
Arkadios Wealth Advisors
Georgia
$1.01K +$1.05K +22 New
PW
1056
Price Wealth
Texas
$1K -$4.92K -103 -80%
LFG
1057
Larson Financial Group
Missouri
$1K +$48 +1 +5%
AWM
1058
Atticus Wealth Management
Florida
$1K +$525 +11 New
SL
1059
Savior LLC
Massachusetts
$1K +$954 +20 New
BWM
1060
BerganKDV Wealth Management
Minnesota
$1K +$1.05K +22 New
PGAM
1061
Princeton Global Asset Management
New Jersey
$27 +$25.3K +531 New
PP
1062
Prudential plc
United Kingdom
-$96.3M -2,140,503 Closed
VCM
1063
Voleon Capital Management
California
-$12M -265,000 Closed
QC
1064
Quadrature Capital
United Kingdom
-$10.6M -233,414 Closed
MP
1065
Manikay Partners
New York
-$10.2M -225,000 Closed
HighTower Advisors
1066
HighTower Advisors
Illinois
-$7.98M -176,657 Closed
ZIG
1067
Zurich Insurance Group
Switzerland
-$5.59M -123,762 Closed
Arrowstreet Capital
1068
Arrowstreet Capital
Massachusetts
-$5.39M -119,152 Closed
SC
1069
Stralem & Co
New York
-$3.99M -88,250 Closed
Acadian Asset Management
1070
Acadian Asset Management
Massachusetts
-$3.76M -83,224 Closed
Ninety One (UK)
1071
Ninety One (UK)
United Kingdom
-$3.11M -68,863 Closed
CC
1072
Centiva Capital
New York
-$2.89M -63,922 Closed
KOCAA
1073
Knights of Columbus Asset Advisors
Connecticut
-$2.4M -53,060 Closed
TEE
1074
Tibra Equities Europe
United Kingdom
-$2.25M -49,700 Closed
IPGDR
1075
Investidor Profissional Gestao de Recursos
Brazil
-$1.65M -36,422 Closed

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.