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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
ECM
1076
Element Capital Management
New York
-$1.51M -33,328 Closed
HW
1077
Hancock Whitney
Mississippi
-$1.35M -30,003 Closed
FIM
1078
Freedom Investment Management
Connecticut
-$1.26M -27,843 Closed
HT
1079
HAP Trading
New York
-$1.21M -25,289 Closed
IM
1080
Islet Management
New York
-$354K -25,000 Closed
ISL
1081
Ingalls & Snyder LLC
New York
-$1.09M -24,034 Closed
KC
1082
Kepos Capital
New York
-$1.01M -22,457 Closed
KFP
1083
Keystone Financial Planning
Ohio
-$957K -21,167 Closed
TRCT
1084
Tower Research Capital (TRC)
New York
-$911K -19,099 -100%
SM
1085
Sciencast Management
New Jersey
-$758K -17,000 Closed
QT
1086
Quantamental Technologies
New York
-$660K -14,590 Closed
MHS
1087
M Holdings Securities
Oregon
-$583K -12,885 Closed
DBRC
1088
D.B. Root & Company
Pennsylvania
-$558K -12,355 Closed
Group One Trading
1089
Group One Trading
Illinois
-$445K -9,333 Closed
PAS
1090
Partnervest Advisory Services
California
-$401K -8,864 Closed
HA
1091
H2O AM
United Kingdom
-$400K -8,850 Closed
JFGIW
1092
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$398K -8,799 Closed
MFG
1093
Merit Financial Group
Georgia
-$393K -8,690 Closed
GLA
1094
Good Life Advisors
Pennsylvania
-$323K -7,203 Closed
PC
1095
Port Capital
Illinois
-$306K -6,762 Closed
DIM
1096
DC Investments Management
Virginia
-$259K -5,726 Closed
VAS
1097
Vestmark Advisory Solutions
Massachusetts
-$257K -5,690 Closed
FWM
1098
Fairhaven Wealth Management
Illinois
-$254K -5,614 Closed
GSWM
1099
Golden State Wealth Management
California
-$252K -5,566 Closed
SJL
1100
Shayne & Jacobs LLC
Tennessee
-$249K -5,498 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.