Bank of New York Mellon
BNY
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.
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: 15 → 19 (+4)
25% more capital invested
Capital invested by funds: $25.4B → $31.7B (+$6.31B)
10% more funds holding
Funds holding: 918 → 1,011 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$268M |
| 2 |
BlackRock
New York
|
+$179M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$166M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$139M |
| 5 |
Millennium Management
New York
|
+$97.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$668M |
| 2 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$199M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$85M |
| 4 |
Man Group
London,
United Kingdom
|
-$82.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$73.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
1076
Weaver Consulting Group
Huntington Beach,
California
| – | -$2K | -60 | Closed |
|
|
HWM
1077
HighMark Wealth Management
St. Paul,
Minnesota
| – | -$2K | -45 | Closed |
|
|
FMP
1078
Financial Management Professionals
Austin,
Texas
| – | -$1K | -38 | Closed |
|
|
AWM
1079
Avior Wealth Management
Omaha,
Nebraska
| – | -$1K | -34 | Closed |
|
|
CWM
1080
Curi Wealth Management
Raleigh,
North Carolina
| – | +$115 | +3 | New |
|
1081
Fidelity International
Hamilton,
Bermuda
| – | +$154 | +4 | New |
|
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.