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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
LOAME
1051
Lombard Odier Asset Management (Europe)
United Kingdom
-$240K -6,993 Closed
JWCA
1052
J.W. Cole Advisors
Florida
-$237K -6,896 Closed
YWP
1053
YorkBridge Wealth Partners
New York
-$236K -6,860 Closed
HS
1054
Haafor (Singapore)
Singapore
-$231K -6,727 Closed
AW
1055
Alpha Windward
Massachusetts
-$228K -6,636 Closed
QT
1056
Quantbot Technologies
New York
-$217K -6,325 Closed
NIM
1057
NuWave Investment Management
New Jersey
-$213K -6,204 Closed
UB
1058
UMB Bank
Missouri
-$210K -5,424 Closed
JWM
1059
Jeppson Wealth Management
California
-$99K -2,880 Closed
FFA
1060
Founders Financial Alliance
North Carolina
-$101K -2,722 Closed
SXL
1061
Summit X LLC
Missouri
-$996 -2,701 Closed
CHAM
1062
Clear Harbor Asset Management
Connecticut
-$83.8K -2,439 Closed
NNP
1063
Nachman Norwood & Parrott
South Carolina
-$79K -2,308 Closed
HCA
1064
Horan Capital Advisors
Ohio
-$74K -2,147 Closed
CMBA
1065
C.M. Bidwell & Associates
Hawaii
-$50K -1,455 Closed
FHA
1066
Flagship Harbor Advisors
Massachusetts
-$41K -1,208 Closed
SIM
1067
Sentry Investment Management
Wisconsin
-$38K -1,094 Closed
CSPIA
1068
Cary Street Partners Investment Advisory
Virginia
-$28K -818 Closed
RA
1069
Rational Advisors
New York
-$17K -492 Closed
KLWA
1070
Kelly Lawrence W & Associates
California
-$14K -400 Closed
MSFP
1071
Mark Sheptoff Financial Planning
Connecticut
-$10K -300 Closed
PFS
1072
Prospera Financial Services
Texas
-$8K -238 Closed
SQA
1073
Simon Quick Advisors
New Jersey
-$4K -126 Closed
CA
1074
Crewe Advisors
Utah
-$4K -107 Closed
PFWA
1075
Paces Ferry Wealth Advisors
Georgia
-$2K -65 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.