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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
1126
Mairs & Power Inc
Minnesota
-$278K -5,888 Closed
JF
1127
Jump Financial
Illinois
-$278K -5,883 Closed
CG
1128
Cutler Group
California
-$290K -5,801 Closed
QI
1129
Qtron Investments
Massachusetts
-$268K -5,672 Closed
BDS
1130
Banco de Sabadell
Florida
-$238K -5,011 Closed
SPC
1131
Stewart & Patten Company
California
-$228K -4,824 Closed
EWM
1132
Evercore Wealth Management
New York
-$224K -4,721 Closed
GCA
1133
Genesee Capital Advisors
New York
-$221K -4,680 Closed
PHK
1134
Point72 Hong Kong
Hong Kong
-$232K -4,635 Closed
IAN
1135
Integrated Advisors Network
Texas
-$206K -4,361 Closed
Cerity Partners
1136
Cerity Partners
New York
-$204K -4,321 Closed
IAIM
1137
International Assets Investment Management
Florida
-$50K -4,109 Closed
FPS
1138
Fieldpoint Private Securities
Connecticut
-$168K -3,546 Closed
CCM
1139
CAAS Capital Management
New York
-$80.1K -1,600 Closed
MF
1140
Manchester Financial
California
-$62K -1,303 Closed
VBCG
1141
Valley Brook Capital Group
Pennsylvania
-$47K -1,000 Closed
EP
1142
Eudaimonia Partners
Tennessee
-$46K -965 Closed
PCIA
1143
Prime Capital Investment Advisors
Kansas
-$39K -821 Closed
QT
1144
Quantbot Technologies
New York
-$37K -793 Closed
DWP
1145
Destiny Wealth Partners
Florida
-$33K -700 Closed
AIC
1146
Ameritas Investment Company
Nebraska
-$30.3K -641 Closed
SGAM
1147
Smith Group Asset Management
Texas
-$30K -634 Closed
WAP
1148
Wealthcare Advisory Partners
Pennsylvania
-$18K -388 Closed
SWP
1149
ShoreHaven Wealth Partners
New Jersey
-$18K -377 Closed
MLFP
1150
MPS Loria Financial Planners
Illinois
-$16K -345 Closed

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.