We are live on ! Find out more
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
Baird Financial Group
126
Baird Financial Group
Wisconsin
$25.6M +$105K +2,201 +0.4%
PMG
127
Private Management Group
California
$25.6M -$1.57M -32,981 -6%
MPMG
128
Minneapolis Portfolio Management Group
Minnesota
$25.4M -$440K -9,224 -2%
CCMG
129
Clark Capital Management Group
Pennsylvania
$23.9M +$22.6M +474,407 New
PAMU
130
Pictet Asset Management (UK)
United Kingdom
$23.3M -$601K -12,600 -3%
Asset Management One
131
Asset Management One
Japan
$23M -$1.47M -30,815 -6%
CC
132
Cannell & Co
New York
$22.4M +$69.1K +1,448 +0.3%
VDI
133
Vaughan David Investments
Illinois
$21.7M +$14.3K +300 +0.1%
FFIC
134
First Fiduciary Investment Counsel
Ohio
$20.9M +$565K +11,844 +3%
FPCG
135
Fort Pitt Capital Group
Pennsylvania
$20.7M +$4.22M +88,365 +27%
TAM
136
Tocqueville Asset Management
New York
$20.6M +$291K +6,100 +2%
Aberdeen Group
137
Aberdeen Group
United Kingdom
$20.4M -$861K -18,046 -4%
CS
138
Central Securities
New York
$20.1M
KBC Group
139
KBC Group
Belgium
$20M +$1.88M +39,461 +11%
MBI
140
Montrusco Bolton Investments
Quebec, Canada
$20M -$65.2K -1,366 -0.3%
Korea Investment Corp
141
Korea Investment Corp
South Korea
$20M -$1.5M -31,500 -7%
Brown Advisory
142
Brown Advisory
Maryland
$19.9M -$192K -4,018 -1%
ELC
143
Edgar Lomax Company
Virginia
$19.8M -$197K -4,125 -1%
CIM
144
Corda Investment Management
Texas
$19.2M +$593K +12,417 +3%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$19.1M -$229K -4,790 -1%
Truist Financial
146
Truist Financial
North Carolina
$19M +$17.2M +360,260 +2,057%
SDIC
147
South Dakota Investment Council
South Dakota
$18.8M -$4.41M -92,446 -20%
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$18.6M -$326K -6,832 -2%
EDRH
149
Edmond de Rothschild Holding
Switzerland
$18.5M -$5.62M -117,660 -24%
ACL
150
Azora Capital LP
Florida
$18.4M +$17.4M +364,746 New

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.