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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$14.9M +$5.67M +154,937 +67%
Point72 Asset Management
152
Point72 Asset Management
Connecticut
$14.1M -$116M -3,174,887 -90%
CS
153
Central Securities
New York
$13.9M -$1.46M -40,000 -10%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$13.8M +$5.54M +151,437 +74%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$13.7M +$375K +10,260 +3%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$13.6M +$44.7K +1,221 +0.3%
MG
157
Markel Group
Virginia
$13.5M
Treasurer of the State of North Carolina
158
Treasurer of the State of North Carolina
North Carolina
$13.4M -$1.94M -52,960 -13%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$13.3M -$893K -24,394 -7%
BNP Paribas Asset Management
160
BNP Paribas Asset Management
France
$13.2M +$2.56M +70,060 +26%
AIG
161
American International Group
New York
$13.1M -$403K -11,021 -3%
ERSOT
162
Employees Retirement System of Texas
Texas
$13M +$7.57M +207,000 +159%
ELC
163
Edgar Lomax Company
Virginia
$13M +$251K +6,850 +2%
Skandinaviska Enskilda Banken (SEB)
164
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.9M +$6.5M +177,754 +113%
GC
165
Gillson Capital
Illinois
$12.9M -$17M -463,304 -58%
N
166
Natixis
France
$12.8M +$3.95M +107,818 +49%
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
$12.4M -$11M -301,824 -48%
Stifel Financial
168
Stifel Financial
Missouri
$12.2M +$841K +22,986 +8%
Boston Partners
169
Boston Partners
Massachusetts
$12.2M -$4.21M -115,111 -27%
EDRH
170
Edmond de Rothschild Holding
Switzerland
$12M -$2.56M -70,000 -18%
CAM
171
ClariVest Asset Management
California
$12M +$11.3M +309,900 New
RCYC
172
Richard C. Young & Co
Rhode Island
$12M -$432K -11,801 -4%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$11.7M -$400K -10,918 -3%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6M +$10.1M +275,816 +1,144%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$11.4M +$4.09M +111,741 +61%

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.