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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
MIS
126
Morningstar Investment Services
Illinois
$33.4M +$4.19M +87,549 +15%
Aviva
127
Aviva
United Kingdom
$33.2M -$338K -7,070 -1%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$32.1M +$28.3M +591,690 +1,553%
QIM
129
Quantitative Investment Management
Virginia
$32.1M +$27.4M +572,200 +1,016%
AAM
130
Aberdeen Asset Management
United Kingdom
$31.4M +$449K +9,396 +2%
MPMG
131
Minneapolis Portfolio Management Group
Minnesota
$31.1M +$46.7K +977 +0.2%
EDRH
132
Edmond de Rothschild Holding
Switzerland
$30.2M -$9.95M -208,129 -26%
Korea Investment Corp
133
Korea Investment Corp
South Korea
$30.1M -$14.6M -305,973 -34%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$29.8M -$498K -10,417 -2%
CTB
135
Country Trust Bank
Illinois
$29.7M -$39K -816 -0.1%
Calamos Advisors
136
Calamos Advisors
Illinois
$29.1M +$24.1K +504 +0.1%
BCIM
137
British Columbia Investment Management
British Columbia, Canada
$29M -$8.89M -185,843 -25%
SIC
138
Schwartz Investment Counsel
Michigan
$28.8M +$478K +10,000 +2%
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$28.8M -$6.07M -127,016 -18%
SL
140
Summitry LLC
California
$28.6M +$417K +8,724 +2%
GT
141
Glenmede Trust
Pennsylvania
$28.3M
PI
142
PineBridge Investments
New York
$28.2M -$1.27M -26,506 -5%
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$27.3M -$1.26M -26,300 -4%
EVM
144
Eaton Vance Management
Massachusetts
$27.1M
GHCM
145
Glen Harbor Capital Management
California
$26M -$2.34M -48,896 -9%
PMG
146
Private Management Group
California
$25.9M -$337K -7,049 -1%
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$25.7M +$129K +2,701 +0.5%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$25.7M -$640K -13,372 -3%
FFIC
149
First Fiduciary Investment Counsel
Ohio
$25.6M +$598K +12,500 +3%
AG
150
Aperio Group
California
$25.5M +$1.91M +39,889 +9%

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.