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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$21.8M +$2M +52,205 +11%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$20.9M -$958K -24,947 -5%
LCS
128
Levin Capital Strategies
New York
$20.9M -$66K -1,719 -0.3%
CC
129
Cannell & Co
New York
$20.5M +$235K +6,110 +1%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$20.5M -$1.48M -38,669 -7%
VDI
131
Vaughan David Investments
Illinois
$20.4M +$199K +5,176 +1%
BCM
132
Bronte Capital Management
Australia
$20.4M -$375K -9,770 -2%
CA
133
Capitolis Advisors
New York
$19.6M +$17.7M +461,714 New
N
134
Natixis
France
$19.5M +$17.8M +463,090 New
PMG
135
Private Management Group
California
$19.3M -$247K -6,444 -1%
BCM
136
Bridgeway Capital Management
Texas
$19.1M -$2.49M -64,900 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
137
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.8M +$15.5M +404,328 +1,017%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$18.8M -$1.6M -41,684 -9%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$18.7M +$2.26M +58,870 +15%
CC
140
Carlson Capital
Texas
$18.6M -$54.1M -1,410,155 -76%
ACI
141
AMP Capital Investors
Australia
$18.4M +$327K +8,525 +2%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$18.3M -$1.4M -36,430 -8%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$18.2M +$4.58M +119,300 +39%
Stifel Financial
144
Stifel Financial
Missouri
$17M +$414K +10,769 +3%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$16.6M +$1.58M +41,215 +12%
LA
146
LFL Advisers
Illinois
$16.6M -$1.24M -32,250 -8%
Asset Management One
147
Asset Management One
Japan
$16.2M -$222K -5,773 -1%
SAM
148
Storebrand Asset Management
Norway
$15.9M -$931K -24,257 -6%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$15.6M +$448K +11,675 +3%
MSL
150
Mackay Shields LLC
New York
$15.3M -$828K -21,565 -6%

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.