Bank of New York Mellon
BNY
983 hedge funds and large institutions have $34.5B invested in Bank of New York Mellon in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 270 increasing their positions, 430 reducing their positions, and 95 closing their positions.
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
0% less capital invested
Capital invested by funds: $34.7B → $34.5B (-$114M)
1.04% less ownership
Funds ownership: 82.11% → 81.07% (-1%)
2% less funds holding
Funds holding: 1,002 → 983 (-19)
15% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 95
37% less repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 430
59% less call options, than puts
Call options by funds: $77.5M | Put options by funds: $191M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$161M |
| 2 |
Millennium Management
New York
|
+$141M |
| 3 |
JCM
Junto Capital Management
New York
|
+$58.8M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
+$52.7M |
| 5 |
Two Sigma Advisers
New York
|
+$50.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$296M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$147M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$104M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$92.1M |
| 5 |
Morgan Stanley
New York
|
-$87M |
BNY Hedge Fund Activity: Q3 2019 in Review
983 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2019, worth a combined $34.5B — down 0.33% from $34.7B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of BNY and 81 opened new positions — a net loss of 14 holders — while 430 trimmed existing stakes and 270 added.
The largest buyer was Citadel Advisors, adding an estimated $161M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $296M sold.
- 983 institutional investors held Bank of New York Mellon (BNY) as of Q3 2019, down from 1,002 in Q2 2019.
- Funds reported $34.5B of Bank of New York Mellon stock for Q3 2019, down 0.33% quarter-over-quarter.
- 81 funds opened new Bank of New York Mellon positions in Q3 2019 and 95 closed out, a net change of -14 holders.
- The largest Bank of New York Mellon buyer in Q3 2019 was Citadel Advisors, an estimated $161M added.
- The largest Bank of New York Mellon seller in Q3 2019 was Fiduciary Management Inc, an estimated $296M sold.
Based on aggregated 13F filings for Q3 2019.