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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
SOMRS
176
State of Michigan Retirement System
Michigan
$17.4M +$47.8K +1,000 +0.3%
Comerica Bank
177
Comerica Bank
Texas
$17.2M -$23.9K -499 -0.2%
DZ Bank
178
DZ Bank
Germany
$17.2M +$1.28M +26,858 +9%
MAM
179
Martingale Asset Management
Massachusetts
$17.2M +$7.81M +163,251 +94%
LSV Asset Management
180
LSV Asset Management
Illinois
$17M +$696K +14,554 +5%
GIBU
181
Gulf International Bank (UK)
United Kingdom
$16.7M -$209K -4,375 -1%
Nuveen
182
Nuveen
North Carolina
$16.2M -$98.1K -2,051 -0.6%
VanEck Associates
183
VanEck Associates
New York
$15.9M +$1.7M +35,531 +13%
HW
184
Hancock Whitney
Mississippi
$15.8M -$104K -2,171 -0.7%
RCYC
185
Richard C. Young & Co
Rhode Island
$15.7M +$130K +2,710 +0.9%
AAM
186
Auxier Asset Management
Oregon
$14.9M -$402K -8,400 -3%
TPSF
187
Texas Permanent School Fund
Texas
$14.9M -$524K -10,952 -4%
NFA
188
Nationwide Fund Advisors
Ohio
$14.9M -$124K -2,590 -0.9%
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
$14.8M -$363K -7,591 -3%
SAM
190
Shell Asset Management
Netherlands
$14.2M -$292K -6,101 -2%
DDPIC
191
Deroy & Devereaux Private Investment Counsel
Michigan
$14M +$117K +2,451 +0.9%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.9M +$1.69M +35,400 +15%
MA
193
MUFG Americas
New York
$13.5M +$633K +13,228 +5%
PIA
194
Piedmont Investment Advisors
North Carolina
$13.5M -$17.8M -372,101 -59%
OA
195
Oak Associates
Ohio
$13.2M +$526K +11,000 +4%
LPC
196
Loeb Partners Corp
New York
$13.2M +$320K +6,700 +3%
ASRS
197
Arizona State Retirement System
Arizona
$13.2M +$47.8K +1,000 +0.4%
Jacobs Levy Equity Management
198
Jacobs Levy Equity Management
New Jersey
$13.1M -$14.2M -295,992 -54%
NONA
199
Ninety One North America
New York
$13M -$544K -11,379 -4%
SPC
200
Stewart & Patten Company
California
$13M +$427K +8,921 +4%

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.