Bank of New York Mellon
BNY
1,060 hedge funds and large institutions have $34.4B invested in Bank of New York Mellon in 2021 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 364 increasing their positions, 356 reducing their positions, and 78 closing their positions.
72% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 78
9% more capital invested
Capital invested by funds: $31.7B → $34.4B (+$2.74B)
5% more funds holding
Funds holding: 1,011 → 1,060 (+49)
2% more repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 356
0.56% less ownership
Funds ownership: 83.74% → 83.19% (-0.56%)
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
16% less call options, than puts
Call options by funds: $121M | Put options by funds: $143M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$240M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$224M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$212M |
| 4 |
BlackRock
New York
|
+$139M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$464M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$351M |
| 3 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$155M |
| 4 |
Millennium Management
New York
|
-$148M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$125M |
BNY Hedge Fund Activity: Q1 2021 in Review
1,060 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2021, worth a combined $34.4B — up 8.6% from $31.7B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new BNY positions and 78 closed out — a net gain of 56 holders — while 364 added to existing stakes and 356 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $240M. The largest seller was Capital International Investors, exiting entirely with an estimated $464M sold.
- 1,060 institutional investors held Bank of New York Mellon (BNY) as of Q1 2021, up from 1,011 in Q4 2020.
- Funds reported $34.4B of Bank of New York Mellon stock for Q1 2021, up 8.6% quarter-over-quarter.
- 134 funds opened new Bank of New York Mellon positions in Q1 2021 and 78 closed out, a net change of +56 holders.
- The largest Bank of New York Mellon buyer in Q1 2021 was Hotchkis & Wiley Capital Management, an estimated $240M added.
- The largest Bank of New York Mellon seller in Q1 2021 was Capital International Investors, an estimated $464M sold.
Based on aggregated 13F filings for Q1 2021.