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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
151
STRS Ohio
Ohio
$18.1M -$2.26M -47,407 -12%
TAM
152
Trillium Asset Management
Massachusetts
$18M -$312K -6,533 -2%
BS
153
Banco Santander
Spain
$17.9M +$17M +356,597 New
CSIC
154
Clifford Swan Investment Counsel
California
$17.7M -$990K -20,744 -6%
Calamos Advisors
155
Calamos Advisors
Illinois
$17.6M +$7.28M +152,519 +78%
AIG
156
American International Group
New York
$17.5M -$543K -11,369 -3%
IG
157
ING Group
Netherlands
$17M +$13.6M +284,032 +530%
Wolverine Trading
158
Wolverine Trading
Illinois
$16.9M +$15.6M +326,117 +3,225%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$16.9M -$6.5M -136,294 -29%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$16.5M -$509K -10,662 -3%
ACI
161
AMP Capital Investors
Australia
$16.4M +$2.4M +50,338 +18%
HP
162
Hikari Power
Japan
$16.1M
RCYC
163
Richard C. Young & Co
Rhode Island
$16M +$215K +4,495 +1%
CM
164
CS McKee
Pennsylvania
$15.8M -$1.56M -32,700 -9%
SJIC
165
St. James Investment Company
Texas
$15.3M -$13M -272,158 -47%
Stifel Financial
166
Stifel Financial
Missouri
$15.2M -$286K -5,996 -2%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$15.1M +$968K +20,275 +7%
Aviva
168
Aviva
United Kingdom
$14.6M -$365K -7,638 -3%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$14.2M +$400K +8,389 +3%
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$14.2M -$5.21M -109,238 -28%
PE
171
Point72 Europe
United Kingdom
$14M +$13.3M +278,000 New
SEC
172
Seven Eight Capital
New York
$13.7M +$9.22M +193,200 +244%
SPC
173
Stewart & Patten Company
California
$13.6M -$861K -18,035 -6%
PP
174
Paloma Partners
Connecticut
$13.3M +$3.35M +70,249 +36%
Renaissance Technologies
175
Renaissance Technologies
New York
$13.3M +$12.6M +263,277 New

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.