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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
126
Gillson Capital
Illinois
$26M +$25.4M +506,877 New
BCM
127
Bronte Capital Management
Australia
$25.5M -$38.6K -772 -0.2%
Swedbank
128
Swedbank
Sweden
$25.5M -$1.45M -28,906 -5%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$25.3M +$1.37M +27,356 +6%
CC
130
Cannell & Co
New York
$25.3M +$283K +5,662 +1%
LCS
131
Levin Capital Strategies
New York
$25M -$144K -2,884 -0.6%
SW
132
SVB Wealth
Massachusetts
$23.6M +$565K +11,291 +3%
Rafferty Asset Management
133
Rafferty Asset Management
New York
$23.4M +$2.59M +51,734 +13%
Nordea Investment Management
134
Nordea Investment Management
Sweden
$22.8M -$1.02M -20,471 -4%
BNP Paribas Asset Management
135
BNP Paribas Asset Management
France
$22.7M +$498K +9,956 +2%
ACI
136
AMP Capital Investors
Australia
$21.2M -$366K -7,311 -2%
FPCG
137
Fort Pitt Capital Group
Pennsylvania
$21.2M +$1.5M +30,079 +8%
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$21.1M +$1.23M +24,677 +6%
CA
139
Capitolis Advisors
New York
$20.8M -$2.59M -51,739 -11%
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$20.4M +$7.57M +151,285 +61%
MWA
141
Marshall Wace Asia
Hong Kong
$20.4M +$9.24M +184,594 +87%
BCM
142
Bridgeway Capital Management
Texas
$20.1M -$1.31M -26,100 -6%
LA
143
LFL Advisers
Illinois
$20.1M
Aberdeen Group
144
Aberdeen Group
United Kingdom
$20M -$876K -17,514 -4%
Asset Management One
145
Asset Management One
Japan
$19.7M +$222K +4,442 +1%
Stifel Financial
146
Stifel Financial
Missouri
$19M -$244K -4,878 -1%
CS
147
Central Securities
New York
$18.4M
MG
148
Markel Group
Virginia
$18.3M
Baird Financial Group
149
Baird Financial Group
Wisconsin
$18.1M -$2.55K -51 -0%
MWNA
150
Marshall Wace North America
New York
$18M -$61.2M -1,222,496 -78%

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.