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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
101
Morningstar Investment Services
Illinois
$35.4M -$296K -6,201 -0.9%
Man Group
102
Man Group
United Kingdom
$35.3M +$23.3M +487,843 +228%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.2M -$1.78M -37,367 -5%
Canada Life
104
Canada Life
Manitoba, Canada
$34.3M +$518K +10,844 +2%
Jacobs Levy Equity Management
105
Jacobs Levy Equity Management
New Jersey
$34.2M +$16.6M +347,830 +105%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$33.2M +$31M +649,685 +5,968%
NIPH
107
NN Investment Partners Holdings
Netherlands
$32.5M +$6.05M +126,779 +24%
AT
108
AMF Tjänstepension
Sweden
$31.8M +$83.9K +1,759 +0.3%
SFG
109
Sather Financial Group
Texas
$31.6M +$690K +14,456 +2%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$30.6M -$1.89M -39,634 -6%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$30.4M +$1.61M +33,822 +6%
CWM
112
CIBC World Markets
New York
$30.2M +$23.9M +501,542 +513%
Citigroup
113
Citigroup
New York
$30.1M -$9.86M -206,701 -26%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$29.6M +$23.7M +496,243 +535%
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$29.3M -$1.52M -31,803 -5%
EVM
116
Eaton Vance Management
Massachusetts
$28.9M +$691K +14,481 +3%
LCS
117
Levin Capital Strategies
New York
$28.9M
DZ Bank
118
DZ Bank
Germany
$28.5M -$6.06M -127,032 -18%
MSE
119
MUFG Securities EMEA
United Kingdom
$28.2M +$26.7M +560,000 New
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$27.6M
VOYA Investment Management
121
VOYA Investment Management
Georgia
$27M +$994K +20,820 +4%
AQR Capital Management
122
AQR Capital Management
Connecticut
$26.6M +$13.1M +273,605 +107%
N
123
Natixis
France
$26M +$21.7M +454,038 +704%
AG
124
Aperio Group
California
$26M -$877K -18,382 -3%
PCM
125
Prana Capital Management
Connecticut
$25.7M +$21.1M +441,190 +627%

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.