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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
101
National Pension Service
South Korea
$47.3M +$1.87M +35,614 +4%
FCM
102
Flinton Capital Management
Pennsylvania
$44.1M -$3.08M -58,744 -7%
Kovitz Investment Group Partners
103
Kovitz Investment Group Partners
Illinois
$43.6M -$3.15M -60,064 -7%
PAM
104
Panagora Asset Management
Massachusetts
$43.3M -$7.1M -135,393 -14%
Axa
105
Axa
France
$42.4M +$5.6M +106,681 +15%
JFL
106
Jarislowsky, Fraser Ltd
Quebec, Canada
$42.4M -$491K -9,360 -1%
SO
107
STRS Ohio
Ohio
$41.9M -$9.6K -183 -0%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.9M +$136K +2,584 +0.3%
SDIC
109
South Dakota Investment Council
South Dakota
$40.8M -$383K -7,300 -0.9%
Caisse de Depot et Placement du Quebec (CDPQ)
110
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$39.5M +$199K +3,800 +0.5%
MIS
111
Morningstar Investment Services
Illinois
$37.8M +$3M +57,246 +9%
Janus Henderson Group
112
Janus Henderson Group
$37.7M +$13.4K +255 +0%
BAPIM
113
British Airways Pensions Investment Management
United Kingdom
$37.5M +$2.04M +38,945 +6%
FFA
114
First Foundation Advisors
California
$37.5M +$782K +14,909 +2%
RJA
115
Raymond James & Associates
Florida
$37M +$1.8M +34,334 +5%
CAM
116
Cacti Asset Management
Georgia
$36.5M -$394K -7,500 -1%
LCS
117
Levin Capital Strategies
New York
$35.6M -$147K -2,800 -0.4%
TAM
118
Tocqueville Asset Management
New York
$35.4M -$157K -3,000 -0.4%
TAM
119
Tyers Asset Management
Texas
$34.6M -$2.42M -46,156 -7%
Aviva
120
Aviva
United Kingdom
$34.2M -$233K -4,440 -0.7%
Federated Hermes
121
Federated Hermes
Pennsylvania
$32.8M -$36.8M -700,729 -53%
MPMG
122
Minneapolis Portfolio Management Group
Minnesota
$32.7M +$317K +6,037 +1%
Korea Investment Corp
123
Korea Investment Corp
South Korea
$32.5M +$1.28M +24,300 +4%
CTB
124
Country Trust Bank
Illinois
$32.1M +$1.24M +23,683 +4%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$32.1M -$1.25M -23,750 -4%

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.