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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
176
Calamos Advisors
Illinois
$13.8M +$2.25M +44,921 +20%
CSIC
177
Clifford Swan Investment Counsel
California
$13.6M -$610K -12,195 -4%
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$13.5M -$55.1K -1,101 -0.4%
FAF
179
Fjarde Ap-fonden
Sweden
$13.2M +$821K +16,400 +7%
BC
180
Brookfield Corp
Ontario, Canada
$13.1M +$7.82M +156,324 +158%
MGIA
181
Matthew Goff Investment Advisor
Texas
$13M +$1.25M +24,970 +11%
Osaic Holdings
182
Osaic Holdings
Arizona
$13M +$1.23M +24,527 +11%
CAM
183
Cacti Asset Management
Georgia
$12.9M
RIP
184
Rhino Investment Partners
Pennsylvania
$12.8M +$12.5M +249,100 New
WBC
185
Westpac Banking Corp
Australia
$12.7M +$2.64M +52,799 +27%
CCT
186
Country Club Trust
Missouri
$12.6M +$114K +2,273 +0.9%
Skandinaviska Enskilda Banken (SEB)
187
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.2M -$1.29M -25,865 -10%
AAM
188
Auxier Asset Management
Oregon
$12.1M -$108K -2,150 -0.9%
AIMCA
189
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.1M +$4.05M +81,000 +52%
Franklin Resources
190
Franklin Resources
California
$12M -$149K -2,970 -1%
ASRS
191
Arizona State Retirement System
Arizona
$12M +$458K +9,145 +4%
AB
192
Amalgamated Bank
New York
$11.8M +$9.33M +186,400 +426%
ELC
193
Edgar Lomax Company
Virginia
$11.6M -$421K -8,405 -4%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$11.5M +$436K +8,724 +4%
WMSA
195
Weiss Multi-Strategy Advisers
New York
$11.2M +$11M +219,126 New
APG Asset Management
196
APG Asset Management
Netherlands
$11.2M +$2.2M +44,000 +21%
RJFSA
197
Raymond James Financial Services Advisors
Florida
$11M +$344K +6,870 +3%
CCM
198
Channing Capital Management
Illinois
$10.9M +$628K +12,556 +6%
SOMRS
199
State of Michigan Retirement System
Michigan
$10.8M +$160K +3,200 +2%
SG Americas Securities
200
SG Americas Securities
New York
$10.7M +$7.37M +147,322 +238%

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.