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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
101
Jupiter Asset Management
United Kingdom
$33.9M -$41M -1,066,715 -57%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$31.8M -$541K -14,090 -2%
Federated Hermes
103
Federated Hermes
Pennsylvania
$31.4M +$12.3M +320,862 +77%
PAM
104
Panagora Asset Management
Massachusetts
$31M -$137K -3,565 -0.5%
HAM
105
HoldCo Asset Management
Florida
$31M +$28M +730,000 New
GT
106
Glenmede Trust
Pennsylvania
$30.1M -$791K -20,592 -3%
MSV
107
MN Services Vermogensbeheer
Netherlands
$29.8M +$200K +5,200 +0.7%
NIPH
108
NN Investment Partners Holdings
Netherlands
$29M +$433K +11,286 +2%
PI
109
PGGM Investments
Netherlands
$28.8M -$23.5M -611,923 -47%
DRZID
110
DePrince Race & Zollo Inc (DRZ)
Florida
$28.5M +$56.6K +1,475 +0.2%
HP
111
Hikari Power
Japan
$27.8M +$3.49M +90,760 +16%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$27.6M
MIS
113
Morningstar Investment Services
Illinois
$27.1M -$405K -10,538 -2%
SFM
114
Stack Financial Management
Montana
$26.8M +$24.2M +631,454 New
SDIC
115
South Dakota Investment Council
South Dakota
$26.2M +$3.59M +93,430 +18%
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$25.9M +$22.1M +575,489 +1,630%
CIM
117
Corda Investment Management
Texas
$25.9M +$3.23K +84 +0%
AT
118
AMF Tjänstepension
Sweden
$25.4M -$368K -9,584 -2%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$25.1M -$694K -18,070 -3%
FP
120
Foundry Partners
Minnesota
$24.9M +$6.22M +161,874 +38%
WCM
121
Wedge Capital Management
North Carolina
$23.8M +$390K +10,159 +2%
Victory Capital Management
122
Victory Capital Management
Texas
$23.8M +$1.4M +36,392 +7%
DIA
123
Dana Investment Advisors
Wisconsin
$22.7M -$671K -17,485 -3%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$22.6M +$2.97M +77,351 +17%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.3M +$1.7M +44,243 +9%

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.