Bank of New York Mellon
BNY
1,002 hedge funds and large institutions have $34.7B invested in Bank of New York Mellon in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 441 reducing their positions, and 131 closing their positions.
3.4% less ownership
Funds ownership: 85.5% → 82.11% (-3.4%)
7% less funds holding
Funds holding: 1,074 → 1,002 (-72)
16% less capital invested
Capital invested by funds: $41.1B → $34.7B (-$6.48B)
33% less repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 441
45% less funds holding in top 10
Funds holding in top 10: 22 → 12 (-10)
46% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 131
47% less call options, than puts
Call options by funds: $83.6M | Put options by funds: $157M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$297M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$200M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$174M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$112M |
| 5 |
State of Wisconsin Investment Board
Madison,
Wisconsin
|
+$88.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$672M |
| 2 |
ClearBridge Investments
New York
|
-$293M |
| 3 |
JP Morgan Chase
New York
|
-$203M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$175M |
| 5 |
A
AustralianSuper
Melbourne,
Australia
|
-$145M |
BNY Hedge Fund Activity: Q2 2019 in Review
1,002 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2019, worth a combined $34.7B — down 16% from $41.1B a quarter earlier.
Sellers outnumbered buyers: 131 funds closed out of BNY and 71 opened new positions — a net loss of 60 holders — while 441 trimmed existing stakes and 295 added.
The largest buyer was Longview Partners, adding an estimated $297M. The largest seller was Fidelity Investments, cutting an estimated $672M.
- 1,002 institutional investors held Bank of New York Mellon (BNY) as of Q2 2019, down from 1,074 in Q1 2019.
- Funds reported $34.7B of Bank of New York Mellon stock for Q2 2019, down 16% quarter-over-quarter.
- 71 funds opened new Bank of New York Mellon positions in Q2 2019 and 131 closed out, a net change of -60 holders.
- The largest Bank of New York Mellon buyer in Q2 2019 was Longview Partners, an estimated $297M added.
- The largest Bank of New York Mellon seller in Q2 2019 was Fidelity Investments, an estimated $672M sold.
Based on aggregated 13F filings for Q2 2019.