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BNY

Bank of New York Mellon

1,011 hedge funds and large institutions have $31.7B invested in Bank of New York Mellon in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 350 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 70

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

25% more capital invested

Capital invested by funds: $25.4B → $31.7B (+$6.31B)

10% more funds holding

Funds holding: 9181,011 (+93)

0.18% more ownership

Funds ownership: 83.57%83.74% (+0.18%)

9% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 350

22% less call options, than puts

Call options by funds: $98.7M | Put options by funds: $127M

Holders
1,011
Holders Change
+93
Holders Change %
+10.13%
% of All Funds
17.89%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.34%
New
174
Increased
318
Reduced
350
Closed
70
Calls
$98.7M
Puts
$127M
Net Calls
-$28.2M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
176
Clifford Swan Investment Counsel
California
$11.9M -$615K -16,021 -5%
AL
177
AJO LP
Pennsylvania
$11.6M -$85M -2,213,174 -89%
Aviva
178
Aviva
United Kingdom
$11.6M +$579K +15,090 +6%
TAM
179
Trillium Asset Management
Massachusetts
$11.5M -$5.57M -145,117 -35%
EDRH
180
Edmond de Rothschild Holding
Switzerland
$11.5M -$1.54M -40,000 -13%
GC
181
Gillson Capital
Illinois
$11.3M +$10.2M +266,870 New
Los Angeles Capital Management
182
Los Angeles Capital Management
California
$11M +$9.04M +235,435 +1,013%
Financial Engines Advisors
183
Financial Engines Advisors
California
$10.9M +$1.38M +35,950 +16%
WBC
184
Westpac Banking Corp
Australia
$10.7M -$188K -4,899 -2%
CAM
185
Cacti Asset Management
Georgia
$10.6M
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$10.5M -$251K -6,549 -3%
IMPI
187
Ilmarinen Mutual Pension Insurance
Finland
$10.4M +$6.34M +165,000 +209%
AW
188
Avion Wealth
Texas
$10.3M +$2.89M +75,243 +45%
FAF
189
Fjarde Ap-fonden
Sweden
$10.2M -$538K -14,000 -5%
AAM
190
Auxier Asset Management
Oregon
$10.2M -$17.3K -450 -0.2%
AIMCA
191
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.1M +$2.77M +72,100 +44%
ASRS
192
Arizona State Retirement System
Arizona
$10.1M -$204K -5,310 -2%
Nordea Investment Management
193
Nordea Investment Management
Sweden
$10M +$701K +18,266 +8%
Skandinaviska Enskilda Banken (SEB)
194
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.9M -$2.55M -66,362 -22%
CS
195
Candriam SCA
Luxembourg
$9.86M +$839K +21,839 +10%
CCT
196
Country Club Trust
Missouri
$9.83M +$207K +5,401 +2%
PE
197
Point72 Europe
United Kingdom
$9.82M +$4.8M +125,101 +118%
MGIA
198
Matthew Goff Investment Advisor
Texas
$9.82M +$170K +4,435 +2%
MSE
199
MUFG Securities EMEA
United Kingdom
$9.51M +$6.87M +179,000 +398%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$9.49M +$1.42M +36,967 +20%

BNY Hedge Fund Activity: Q4 2020 in Review

1,011 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2020, worth a combined $31.7B — up 25% from $25.4B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new BNY positions and 70 closed out — a net gain of 104 holders — while 318 added to existing stakes and 350 trimmed.

The largest buyer was Wells Fargo, adding an estimated $268M. The largest seller was Macquarie Group, cutting an estimated $668M.

  • 1,011 institutional investors held Bank of New York Mellon (BNY) as of Q4 2020, up from 918 in Q3 2020.
  • Funds reported $31.7B of Bank of New York Mellon stock for Q4 2020, up 25% quarter-over-quarter.
  • 174 funds opened new Bank of New York Mellon positions in Q4 2020 and 70 closed out, a net change of +104 holders.
  • The largest Bank of New York Mellon buyer in Q4 2020 was Wells Fargo, an estimated $268M added.
  • The largest Bank of New York Mellon seller in Q4 2020 was Macquarie Group, an estimated $668M sold.

Based on aggregated 13F filings for Q4 2020.