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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
Lido Advisors
1101
Lido Advisors
California
-$233K -5,156 Closed
NFC
1102
Northeast Financial Consultants
Connecticut
-$230K -5,081 Closed
CCMD
1103
Cypress Capital Management (Delaware)
Delaware
-$218K -4,825 Closed
MWPCG
1104
Measured Wealth Private Client Group
New Hampshire
-$214K -4,740 Closed
MS
1105
Mizuho Securities
Japan
-$118K -2,600 Closed
PHK
1106
Point72 Hong Kong
Hong Kong
-$116K -2,576 Closed
SWP
1107
Strategic Wealth Partners
Ohio
-$91 -2,099 Closed
DP
1108
Denver PWM
Colorado
-$52.1K -1,176 Closed
TC
1109
Truvestments Capital
Florida
-$49K -1,093 Closed
CRC
1110
Curi RMB Capital
Illinois
-$47K -1,044 Closed
AM
1111
Atwater Malick
Pennsylvania
-$31K -677 Closed
CJA
1112
C-J Advisory
California
-$24K -535 Closed
VEA
1113
Virtus ETF Advisers
New York
-$22K -495 Closed
QCIG
1114
Quad-Cities Investment Group
Iowa
-$18K -407 Closed
NCM
1115
Nelson Capital Management
California
-$17K -368 Closed
OFS
1116
Orrstown Financial Services
Pennsylvania
-$13K -300 Closed
FGAM
1117
Financial Gravity Asset Management
Texas
-$12.7K -267 -99%
HS
1118
Horan Securities
United States
-$10K -222 Closed
WC
1119
Weil Company
California
-$4K -92 Closed
PO
1120
Private Ocean
California
-$4K -78 Closed
AA
1121
Advisory Alpha
Michigan
-$1.8K -42 Closed
GWMIA
1122
Global Wealth Management Investment Advisory
Florida
-$2K -41 Closed
WA
1123
WestEnd Advisors
North Carolina
-$813 -18 Closed
AS
1124
Altshuler Shaham
Israel
+$48 +1 +17%
LWA
1125
Lenox Wealth Advisors
New York
+$191 +4 New

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.