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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFIC
151
First Fiduciary Investment Counsel
Ohio
$25.2M -$1.46M -27,815 -6%
Aberdeen Group
152
Aberdeen Group
United Kingdom
$24.8M +$24.5M +467,741 New
USSCPF
153
United States Steel & Carnegie Pension Fund
New York
$24.6M
SIC
154
Schwartz Investment Counsel
Michigan
$24.6M -$5.25M -100,000 -18%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$24.2M -$791K -15,073 -3%
CC
156
Cannell & Co
New York
$24.1M -$168K -3,199 -0.7%
MWAC
157
Mariner Wealth Advisors (Cincinnati)
Ohio
$24.1M +$308K +5,877 +1%
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$23.6M -$6.27M -119,470 -21%
First Trust Advisors
159
First Trust Advisors
Illinois
$22.3M -$3.46M -65,910 -14%
PMG
160
Private Management Group
California
$22.2M -$4.66M -88,863 -17%
WBC
161
Westpac Banking Corp
Australia
$22.2M -$884K -16,853 -4%
MBI
162
Montrusco Bolton Investments
Quebec, Canada
$22.1M +$282K +5,382 +1%
SCM
163
Stevens Capital Management
Pennsylvania
$22.1M +$21.8M +416,191 New
AIG
164
American International Group
New York
$21.8M -$2.14M -40,725 -9%
Victory Capital Management
165
Victory Capital Management
Texas
$21.7M -$420K -8,002 -2%
CSIC
166
Clifford Swan Investment Counsel
California
$21.5M -$526K -10,024 -2%
CFB
167
Cullen/Frost Bankers
Texas
$21.4M +$537K +10,225 +3%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$21.4M +$2.04M +38,907 +11%
CS
169
Central Securities
New York
$21.2M
VDI
170
Vaughan David Investments
Illinois
$21.1M -$85.3K -1,625 -0.4%
MIH
171
Madison Investment Holdings
Wisconsin
$20.2M +$1.89M +35,987 +10%
DFO
172
Duquesne Family Office
New York
$19.9M +$19.7M +376,000 New
ELC
173
Edgar Lomax Company
Virginia
$19.7M -$1.66M -31,615 -8%
Los Angeles Capital Management
174
Los Angeles Capital Management
California
$19.3M +$894K +17,040 +5%
ASRS
175
Arizona State Retirement System
Arizona
$18.3M +$4.59M +87,546 +34%

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.