We are live on ! Find out more
BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

Funds ownership: 82.78%81.97% (-0.81%)

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
101
Brown Advisory
Maryland
$44.8M +$23.8M +497,457 +130%
Barclays
102
Barclays
United Kingdom
$43.9M +$24.9M +520,696 +153%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$43.7M -$8.62M -180,139 -17%
National Pension Service
104
National Pension Service
South Korea
$43.7M +$2.72M +56,849 +7%
GC
105
Guggenheim Capital
Illinois
$42.5M -$5.8M -121,207 -13%
JFL
106
Jarislowsky, Fraser Ltd
Quebec, Canada
$41.3M -$788K -16,485 -2%
CAM
107
ClariVest Asset Management
California
$40.8M -$1.38M -28,823 -3%
SO
108
STRS Ohio
Ohio
$40.3M -$2.18M -45,680 -5%
Canada Pension Plan Investment Board
109
Canada Pension Plan Investment Board
Ontario, Canada
$40.3M -$8.26M -172,800 -18%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.2M -$616K -12,886 -2%
SDIC
111
South Dakota Investment Council
South Dakota
$39.7M -$2.96M -61,935 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
112
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$37.5M +$249K +5,200 +0.7%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$37.5M +$23.8M +496,897 +209%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$37.4M +$240K +5,012 +0.7%
Janus Henderson Group
115
Janus Henderson Group
$36.3M +$27.6M +578,034 +434%
Citigroup
116
Citigroup
New York
$36.2M -$6.22M -130,135 -16%
TAM
117
Tyers Asset Management
Texas
$35.7M -$3.22M -67,232 -9%
CAM
118
Cacti Asset Management
Georgia
$35.7M +$19.1K +400 +0.1%
Axa
119
Axa
France
$35.4M +$11.5M +241,233 +53%
FFA
120
First Foundation Advisors
California
$35.3M +$1.17M +24,417 +4%
LCS
121
Levin Capital Strategies
New York
$34.4M +$317K +6,631 +1%
TAM
122
Tocqueville Asset Management
New York
$34.3M -$1.22M -25,500 -4%
BAPIM
123
British Airways Pensions Investment Management
United Kingdom
$34.1M -$7.17M -150,000 -18%
RJA
124
Raymond James & Associates
Florida
$33.9M +$1.5M +31,462 +5%
Millennium Management
125
Millennium Management
New York
$33.7M -$20.1M -420,611 -39%

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.