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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
EBA
1051
Eagle Bay Advisors
New York
$9K +$7.36K +147 New
RWM
1052
Raffa Wealth Management
District of Columbia
$8.61K
EWA
1053
Evolution Wealth Advisors
Florida
$8K
IBOK
1054
Independence Bank of Kentucky
Kentucky
$8K
GLLW
1055
Graves Light Lenhart Wealth
Virginia
$7K
BMD
1056
Better Money Decisions
New Mexico
$6K
KFP
1057
KB Financial Partners
New Jersey
$6K
CB
1058
CNB Bank
Pennsylvania
$5K
KFI
1059
Key Financial Inc
Pennsylvania
$5K
SFSIG
1060
San Francisco Sentry Investment Group
California
$5K
TWM
1061
Tradition Wealth Management
Minnesota
$5K +$5.2K +104 New
Nisa Investment Advisors
1062
Nisa Investment Advisors
Missouri
$4.08K -$560K -11,200 -12%
BAM
1063
Bellevue Asset Management
Washington
$4K
EIM
1064
Essex Investment Management
Massachusetts
$4K
PMAS
1065
PNC Managed Account Solutions
Texas
$4K +$4.3K +86 New
HWMA
1066
Heritage Wealth Management (Arizona)
Arizona
$3K -$14.5K -290 -81%
LFG
1067
Larson Financial Group
Missouri
$3K -$13.2K -263 -84%
FWM
1068
Filbrandt Wealth Management
Wisconsin
$3K
HCP
1069
Hexagon Capital Partners
Arkansas
$3K
TLFA
1070
True Link Financial Advisors
California
$3K +$2.7K +54 New
RDWM
1071
Red Door Wealth Management
Tennessee
$3K +$3.75K +75 New
Walleye Capital
1072
Walleye Capital
New York
$2.09K +$2.04M +40,796 New
APWA
1073
Atlas Private Wealth Advisors
New Jersey
$2K -$4.1K -82 -66%
SFO
1074
Standard Family Office
South Dakota
$2K
BWM
1075
BerganKDV Wealth Management
Minnesota
$1K

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.