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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
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$12.8M +$478K +9,992 +4%
ANI
202
American National Insurance
Texas
$12.8M
HIMCH
203
Hartford Investment Management Co (HIMCO)
Connecticut
$12.7M -$655K -13,690 -5%
FAF
204
Fjarde Ap-fonden
Sweden
$12.6M +$1.57M +32,740 +15%
KBC Group
205
KBC Group
Belgium
$12.5M -$2.59M -54,072 -18%
RCM
206
Rockshelter Capital Management
Pennsylvania
$12.2M +$110K +2,310 +1%
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$12.2M +$1.38M +28,910 +14%
CC
208
Carlson Capital
Texas
$12M -$24.4M -509,620 -68%
ProShare Advisors
209
ProShare Advisors
Maryland
$11.9M -$281K -5,873 -2%
PNC
210
Park National Corp
Ohio
$11.8M +$1.27M +26,657 +13%
CCA
211
Cobblestone Capital Advisors
New York
$11.8M -$8.27K -173 -0.1%
KeyBank National Association
212
KeyBank National Association
Ohio
$11.8M -$848K -17,725 -7%
APG Asset Management
213
APG Asset Management
Netherlands
$11.7M +$1.01M +21,200 +10%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$11.5M +$35K +731 +0.3%
GIM
215
Greystone Investment Management
Ohio
$11.2M -$203K -4,245 -2%
CEP
216
Chicago Equity Partners
Illinois
$11.2M -$221K -4,620 -2%
HA
217
Heartland Advisors
Wisconsin
$11.2M -$885K -18,498 -8%
HCM
218
Hutchinson Capital Management
California
$11.1M -$268K -5,598 -3%
Nordea Investment Management
219
Nordea Investment Management
Sweden
$11.1M +$3.39M +70,872 +48%
US Bancorp
220
US Bancorp
Minnesota
$11M -$312K -6,528 -3%
UCFA
221
United Capital Financial Advisors
Texas
$10.7M +$132K +2,752 +1%
Envestnet Asset Management
222
Envestnet Asset Management
Illinois
$10.5M +$616K +12,875 +7%
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$10.5M -$406K -8,494 -4%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$10.4M +$1.92M +40,192 +25%
EIM
225
ExxonMobil Investment Management
Texas
$10.2M -$1.47M -30,728 -13%

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.