Bank of New York Mellon
BNY
854 hedge funds and large institutions have $37.1B invested in Bank of New York Mellon in 2015 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 266 increasing their positions, 337 reducing their positions, and 83 closing their positions.
45% more call options, than puts
Call options by funds: $112M | Put options by funds: $77.1M
25% more funds holding in top 10
Funds holding in top 10: 36 → 45 (+9)
0.82% more ownership
Funds ownership: 81.91% → 82.74% (+0.82%)
1% less capital invested
Capital invested by funds: $37.4B → $37.1B (-$299M)
2% less funds holding
Funds holding: 874 → 854 (-20)
12% less first-time investments, than exits
New positions opened: 73 | Existing positions closed: 83
21% less repeat investments, than reductions
Existing positions increased: 266 | Existing positions reduced: 337
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.1B |
| 2 |
ClearBridge Investments
New York
|
+$122M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$82.4M |
| 4 |
O
OppenheimerFunds
New York
|
+$64.3M |
| 5 |
TFM
Trian Fund Management
New York
|
+$51.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$626M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$444M |
| 3 |
State Street
Boston,
Massachusetts
|
-$111M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$74.3M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
-$74.2M |
BNY Hedge Fund Activity: Q1 2015 in Review
854 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2015, worth a combined $37.1B — down 0.8% from $37.4B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of BNY and 73 opened new positions — a net loss of 10 holders — while 337 trimmed existing stakes and 266 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.1B. The largest seller was Massachusetts Financial Services, cutting an estimated $626M.
- 854 institutional investors held Bank of New York Mellon (BNY) as of Q1 2015, down from 874 in Q4 2014.
- Funds reported $37.1B of Bank of New York Mellon stock for Q1 2015, down 0.8% quarter-over-quarter.
- 73 funds opened new Bank of New York Mellon positions in Q1 2015 and 83 closed out, a net change of -10 holders.
- The largest Bank of New York Mellon buyer in Q1 2015 was T. Rowe Price Associates, an estimated $1.1B added.
- The largest Bank of New York Mellon seller in Q1 2015 was Massachusetts Financial Services, an estimated $626M sold.
Based on aggregated 13F filings for Q1 2015.