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BNY

Bank of New York Mellon

935 hedge funds and large institutions have $40.5B invested in Bank of New York Mellon in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 303 increasing their positions, 377 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 81.97%82.78% (+0.81%)

1% less capital invested

Capital invested by funds: $41.1B → $40.5B (-$593M)

3% less funds holding

Funds holding: 967935 (-32)

19% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 98

20% less repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 377

20% less funds holding in top 10

Funds holding in top 10: 4536 (-9)

63% less call options, than puts

Call options by funds: $68.8M | Put options by funds: $187M

Holders
935
Holders Change
-32
Holders Change %
-3.31%
% of All Funds
23.27%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.9%
New
79
Increased
303
Reduced
377
Closed
98
Calls
$68.8M
Puts
$187M
Net Calls
-$118M
Net Calls Change
-$146M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
HBK Investments
Texas
$24.7M -$100K -2,144 -0.4%
Acadian Asset Management
152
Acadian Asset Management
Massachusetts
$24.6M -$21.6M -461,940 -47%
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$24.4M -$819K -17,513 -3%
PMG
154
Private Management Group
California
$24.3M -$89K -1,903 -0.4%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$24.1M +$11.4K +244 +0%
Stifel Financial
156
Stifel Financial
Missouri
$24M -$1.61M -34,402 -6%
SGAM
157
Smith Group Asset Management
Texas
$23.9M -$206K -4,412 -0.9%
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$23.7M -$670K -14,319 -3%
CM
159
CS McKee
Pennsylvania
$23.7M -$2.18M -46,564 -8%
FFIC
160
First Fiduciary Investment Counsel
Ohio
$23.2M +$1.73M +37,073 +8%
ACI
161
AMP Capital Investors
Australia
$22.8M +$2.64M +56,509 +13%
LPC
162
Long Pond Capital
New York
$22.7M +$22.4M +480,000 New
AG
163
Aperio Group
California
$21.7M +$254K +5,425 +1%
CC
164
Cannell & Co
New York
$21.7M -$70.9K -1,517 -0.3%
AIG
165
American International Group
New York
$21.4M +$4.79M +102,491 +29%
Axa
166
Axa
France
$21.4M +$1.18M +25,179 +6%
MWAC
167
Mariner Wealth Advisors (Cincinnati)
Ohio
$21.3M +$949K +20,292 +5%
Franklin Resources
168
Franklin Resources
California
$20.6M -$9.57M -204,543 -32%
First Trust Advisors
169
First Trust Advisors
Illinois
$20.1M +$1.93M +41,274 +11%
CSIC
170
Clifford Swan Investment Counsel
California
$20M -$100K -2,144 -0.5%
ELC
171
Edgar Lomax Company
Virginia
$19.6M -$6.15M -131,416 -24%
MBI
172
Montrusco Bolton Investments
Quebec, Canada
$19.3M +$867K +18,533 +5%
CS
173
Central Securities
New York
$18.9M
VDI
174
Vaughan David Investments
Illinois
$18.6M +$143K +3,065 +0.8%
CCMH
175
Cornerstone Capital Management Holdings
New York
$18.5M -$7.16M -153,122 -28%

BNY Hedge Fund Activity: Q1 2017 in Review

935 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2017, worth a combined $40.5B — down 1.4% from $41.1B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BNY and 79 opened new positions — a net loss of 19 holders — while 377 trimmed existing stakes and 303 added.

The largest buyer was BlackRock, adding an estimated $2.58B. The largest seller was Millennium Management, cutting an estimated $251M.

  • 935 institutional investors held Bank of New York Mellon (BNY) as of Q1 2017, down from 967 in Q4 2016.
  • Funds reported $40.5B of Bank of New York Mellon stock for Q1 2017, down 1.4% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q1 2017 and 98 closed out, a net change of -19 holders.
  • The largest Bank of New York Mellon buyer in Q1 2017 was BlackRock, an estimated $2.58B added.
  • The largest Bank of New York Mellon seller in Q1 2017 was Millennium Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2017.