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BNY

Bank of New York Mellon

897 hedge funds and large institutions have $37B invested in Bank of New York Mellon in 2015 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 274 increasing their positions, 345 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $117M | Put options by funds: $82.3M

5% more funds holding in top 10

Funds holding in top 10: 3739 (+2)

5% more funds holding

Funds holding: 858897 (+39)

5% more capital invested

Capital invested by funds: $35.3B → $37B (+$1.65B)

0.47% more ownership

Funds ownership: 81.71%82.18% (+0.47%)

21% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 345

Holders
897
Holders Change
+39
Holders Change %
+4.55%
% of All Funds
23.52%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
1.02%
New
106
Increased
274
Reduced
345
Closed
56
Calls
$117M
Puts
$82.3M
Net Calls
+$34.9M
Net Calls Change
+$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
101
TD Asset Management
Ontario, Canada
$49.7M -$1.35M -32,023 -3%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$49.6M +$17.3M +412,060 +52%
KIG
103
Kovitz Investment Group
Illinois
$49.5M -$401K -9,538 -0.8%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$48.1M -$2.81M -66,767 -5%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$48M -$239K -5,693 -0.5%
USAA
106
United Services Automobile Association
Texas
$47.3M -$4.87M -116,006 -9%
Korea Investment Corp
107
Korea Investment Corp
South Korea
$46.3M +$6.96M +165,600 +17%
Canada Pension Plan Investment Board
108
Canada Pension Plan Investment Board
Ontario, Canada
$46.3M -$36.6M -870,420 -44%
PAM
109
Panagora Asset Management
Massachusetts
$46.2M +$24.2M +574,892 +105%
Canada Life
110
Canada Life
Manitoba, Canada
$46.1M -$1.28M -30,433 -3%
RCM
111
Riverhead Capital Management
Delaware
$42.5M +$24.1M +574,244 +126%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$41.8M +$11M +261,186 +35%
AQR Capital Management
113
AQR Capital Management
Connecticut
$41.6M -$30.4M -722,665 -42%
PP
114
Prudential plc
United Kingdom
$41.3M -$3.86M -91,897 -8%
SO
115
STRS Ohio
Ohio
$40.8M -$17.1K -407 -0%
MPMG
116
Minneapolis Portfolio Management Group
Minnesota
$40.7M -$1.66M -39,421 -4%
SL
117
Summitry LLC
California
$40.5M +$496K +11,796 +1%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$40.2M +$5.8M +137,990 +16%
JFL
119
Jarislowsky, Fraser Ltd
Quebec, Canada
$39.6M -$2.31M -55,075 -5%
BAPIM
120
British Airways Pensions Investment Management
United Kingdom
$38.3M +$8.36M +198,880 +27%
SEI Investments
121
SEI Investments
Pennsylvania
$38.1M +$28.6M +681,385 +282%
SDIC
122
South Dakota Investment Council
South Dakota
$38M -$4.68M -111,480 -11%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$37.7M -$175K -4,156 -0.5%
ACA
124
Anchor Capital Advisors
Massachusetts
$37.6M -$881K -20,974 -2%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.3M +$22.3K +530 +0.1%

BNY Hedge Fund Activity: Q4 2015 in Review

897 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2015, worth a combined $37B — up 4.7% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new BNY positions and 56 closed out — a net gain of 50 holders — while 274 added to existing stakes and 345 trimmed.

The largest buyer was Ameriprise, adding an estimated $284M. The largest seller was T. Rowe Price Associates, cutting an estimated $174M.

  • 897 institutional investors held Bank of New York Mellon (BNY) as of Q4 2015, up from 858 in Q3 2015.
  • Funds reported $37B of Bank of New York Mellon stock for Q4 2015, up 4.7% quarter-over-quarter.
  • 106 funds opened new Bank of New York Mellon positions in Q4 2015 and 56 closed out, a net change of +50 holders.
  • The largest Bank of New York Mellon buyer in Q4 2015 was Ameriprise, an estimated $284M added.
  • The largest Bank of New York Mellon seller in Q4 2015 was T. Rowe Price Associates, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2015.