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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
LSV Asset Management
126
LSV Asset Management
Illinois
$31.2M +$13.4M +254,746 +76%
Calamos Advisors
127
Calamos Advisors
Illinois
$30.5M +$270K +5,147 +0.9%
CAM
128
ClariVest Asset Management
California
$30.3M -$12M -228,732 -29%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$30.1M -$794K -15,129 -3%
Millennium Management
130
Millennium Management
New York
$30.1M -$4.86M -92,542 -14%
SL
131
Summitry LLC
California
$30M +$333K +6,349 +1%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$29.8M -$891K -16,987 -3%
BCIM
133
British Columbia Investment Management
British Columbia, Canada
$29.5M -$630K -12,000 -2%
EDRH
134
Edmond de Rothschild Holding
Switzerland
$28.9M -$2.44M -46,470 -8%
PI
135
PineBridge Investments
New York
$28.9M -$449K -8,553 -2%
EVM
136
Eaton Vance Management
Massachusetts
$28.7M +$578K +11,023 +2%
AG
137
Aperio Group
California
$28.1M +$1.53M +29,065 +6%
Barclays
138
Barclays
United Kingdom
$28M -$17.4M -331,543 -39%
GT
139
Glenmede Trust
Pennsylvania
$27.4M -$4.24M -80,840 -14%
Retirement Systems of Alabama
140
Retirement Systems of Alabama
Alabama
$26.6M -$155K -2,949 -0.6%
Stifel Financial
141
Stifel Financial
Missouri
$26.5M +$172K +3,277 +0.7%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$26M -$710K -13,530 -3%
FWCM
143
Ferguson Wellman Capital Management
Oregon
$25.9M +$213K +4,055 +0.8%
QIM
144
Quantitative Investment Management
Virginia
$25.8M -$7.42M -141,400 -22%
Franklin Resources
145
Franklin Resources
California
$25.6M -$334K -6,367 -1%
Brown Advisory
146
Brown Advisory
Maryland
$25.6M -$20.8M -397,014 -45%
CM
147
CS McKee
Pennsylvania
$25.4M -$798K -15,200 -3%
ACI
148
AMP Capital Investors
Australia
$25.4M +$3.4M +64,873 +16%
SGAM
149
Smith Group Asset Management
Texas
$25.4M -$2.8M -53,427 -10%
GHCM
150
Glen Harbor Capital Management
California
$25.2M -$1.76M -33,568 -7%

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.