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BNY

Bank of New York Mellon

938 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 57

17% more funds holding in top 10

Funds holding in top 10: 3642 (+6)

7% more capital invested

Capital invested by funds: $40.5B → $43.5B (+$3B)

0% more funds holding

Funds holding: 935938 (+3)

0.81% less ownership

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

20% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 383

46% less call options, than puts

Call options by funds: $80.4M | Put options by funds: $150M

Holders
938
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.38%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
306
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
151
Stifel Financial
Missouri
$25.4M -$476K -9,959 -2%
CM
152
CS McKee
Pennsylvania
$25.2M -$322K -6,732 -1%
Franklin Resources
153
Franklin Resources
California
$25M +$2.63M +54,900 +13%
SGAM
154
Smith Group Asset Management
Texas
$24.8M +$1.26M +26,335 +5%
First Trust Advisors
155
First Trust Advisors
Illinois
$24.8M +$2.9M +60,719 +14%
FWCM
156
Ferguson Wellman Capital Management
Oregon
$24.7M +$21.9M +457,290 +1,688%
JMPWA
157
JP Morgan Private Wealth Advisors
California
$24M -$1.87M -39,063 -8%
USSCPF
158
United States Steel & Carnegie Pension Fund
New York
$23.7M -$8.07M -168,640 -27%
CC
159
Cannell & Co
New York
$23.4M -$65.3K -1,365 -0.3%
AIG
160
American International Group
New York
$23.1M -$89.9K -1,879 -0.4%
MWAC
161
Mariner Wealth Advisors (Cincinnati)
Ohio
$22.9M -$102K -2,129 -0.5%
WBC
162
Westpac Banking Corp
Australia
$22.2M -$15.4M -321,406 -42%
CGT
163
Capital Guardian Trust
California
$21.7M -$29.5M -616,505 -59%
Victory Capital Management
164
Victory Capital Management
Texas
$21.3M -$14.9M -311,564 -43%
CSIC
165
Clifford Swan Investment Counsel
California
$21.2M -$356K -7,451 -2%
ACI
166
AMP Capital Investors
Australia
$21.1M -$3.14M -65,673 -14%
MBI
167
Montrusco Bolton Investments
Quebec, Canada
$21M +$49.6K +1,037 +0.3%
ELC
168
Edgar Lomax Company
Virginia
$20.5M -$554K -11,575 -3%
CS
169
Central Securities
New York
$20.4M
VDI
170
Vaughan David Investments
Illinois
$20.4M +$306K +6,400 +2%
CFB
171
Cullen/Frost Bankers
Texas
$20.1M +$912K +19,059 +5%
CCMH
172
Cornerstone Capital Management Holdings
New York
$19.2M -$739K -15,447 -4%
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$18.6M +$3.45M +72,058 +25%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$17.7M -$228K -4,760 -1%
MIH
175
Madison Investment Holdings
Wisconsin
$17.6M +$2.52M +52,610 +18%

BNY Hedge Fund Activity: Q2 2017 in Review

938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2017, worth a combined $43.5B — up 7.4% from $40.5B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new BNY positions and 57 closed out — a net gain of 12 holders — while 306 added to existing stakes and 383 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $334M.

  • 938 institutional investors held Bank of New York Mellon (BNY) as of Q2 2017, up from 935 in Q1 2017.
  • Funds reported $43.5B of Bank of New York Mellon stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 69 funds opened new Bank of New York Mellon positions in Q2 2017 and 57 closed out, a net change of +12 holders.
  • The largest Bank of New York Mellon buyer in Q2 2017 was Berkshire Hathaway, an estimated $823M added.
  • The largest Bank of New York Mellon seller in Q2 2017 was T. Rowe Price Associates, an estimated $334M sold.

Based on aggregated 13F filings for Q2 2017.