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BNY

Bank of New York Mellon

971 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 320 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 43

4% more funds holding

Funds holding: 938971 (+33)

5% more capital invested

Capital invested by funds: $43.5B → $45.4B (+$1.97B)

0.99% more ownership

Funds ownership: 81.97%82.96% (+0.99%)

2% less funds holding in top 10

Funds holding in top 10: 4241 (-1)

14% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 374

51% less call options, than puts

Call options by funds: $140M | Put options by funds: $285M

Holders
971
Holders Change
+33
Holders Change %
+3.52%
% of All Funds
24.2%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
320
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
201
Compagnie Lombard Odier SCmA
Switzerland
$13.3M -$1.99M -37,950 -13%
NONA
202
Ninety One North America
New York
$13.2M -$308K -5,865 -2%
HIMCH
203
Hartford Investment Management Co (HIMCO)
Connecticut
$13.1M -$81.7K -1,556 -0.6%
ProShare Advisors
204
ProShare Advisors
Maryland
$12.7M +$295K +5,630 +2%
ANI
205
American National Insurance
Texas
$12.5M -$754K -14,375 -6%
LCM
206
Laurion Capital Management
New York
$12.5M +$9.06M +172,700 +274%
Nordea Investment Management
207
Nordea Investment Management
Sweden
$12.4M +$875K +16,672 +8%
TAM
208
Trillium Asset Management
Massachusetts
$12.4M +$7.34M +139,944 +150%
RCM
209
Rockshelter Capital Management
Pennsylvania
$12.3M -$353K -6,723 -3%
NMIMC
210
Northwestern Mutual Investment Management Company
Wisconsin
$12.3M -$367K -6,990 -3%
CCA
211
Cobblestone Capital Advisors
New York
$12.2M -$98.4K -1,875 -0.8%
LPC
212
Loeb Partners Corp
New York
$12M -$1.7M -32,350 -13%
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$11.9M -$76.3K -1,454 -0.6%
MA
214
MUFG Americas
New York
$11.9M -$2.11M -40,157 -15%
CI
215
Capital International
California
$11.7M +$5.05M +96,234 +78%
CG
216
Colony Group
Massachusetts
$11.5M +$1.41M +26,937 +14%
GIM
217
Greystone Investment Management
Ohio
$11.5M -$201K -3,825 -2%
KeyBank National Association
218
KeyBank National Association
Ohio
$11.4M -$863K -16,446 -7%
US Bancorp
219
US Bancorp
Minnesota
$11.3M -$135K -2,575 -1%
AIMCA
220
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.2M +$3.58M +68,300 +48%
DekaBank Deutsche Girozentrale
221
DekaBank Deutsche Girozentrale
Germany
$11.2M +$1.19M +22,663 +12%
UCFA
222
United Capital Financial Advisors
Texas
$11.1M +$13.1K +250 +0.1%
SAM
223
Sompo Asset Management
Japan
$11.1M +$1.02M +19,470 +10%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$11M +$189K +3,611 +2%
TI
225
TT International
United Kingdom
$10.9M +$2.21M +42,111 +26%

BNY Hedge Fund Activity: Q3 2017 in Review

971 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2017, worth a combined $45.4B — up 4.5% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new BNY positions and 43 closed out — a net gain of 42 holders — while 320 added to existing stakes and 374 trimmed.

The largest buyer was Capital International Investors, adding an estimated $662M. The largest seller was Trian Fund Management, cutting an estimated $525M.

  • 971 institutional investors held Bank of New York Mellon (BNY) as of Q3 2017, up from 938 in Q2 2017.
  • Funds reported $45.4B of Bank of New York Mellon stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 85 funds opened new Bank of New York Mellon positions in Q3 2017 and 43 closed out, a net change of +42 holders.
  • The largest Bank of New York Mellon buyer in Q3 2017 was Capital International Investors, an estimated $662M added.
  • The largest Bank of New York Mellon seller in Q3 2017 was Trian Fund Management, an estimated $525M sold.

Based on aggregated 13F filings for Q3 2017.