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BNY

Bank of New York Mellon

1,065 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 62

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

9% more capital invested

Capital invested by funds: $34.5B → $37.6B (+$3.02B)

8% more funds holding

Funds holding: 9831,065 (+82)

0.14% less ownership

Funds ownership: 81.07%80.93% (-0.14%)

21% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 394

28% less call options, than puts

Call options by funds: $93.4M | Put options by funds: $130M

Holders
1,065
Holders Change
+82
Holders Change %
+8.34%
% of All Funds
20.98%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
159
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
201
Gulf International Bank (UK)
United Kingdom
$10M
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$9.88M +$275K +5,765 +3%
ECA
203
Endeavour Capital Advisors
Connecticut
$9.61M +$5.19M +108,658 +132%
BA
204
Bridgewater Associates
Connecticut
$9.6M +$9.1M +190,786 New
ASRS
205
Arizona State Retirement System
Arizona
$9.57M -$230K -4,813 -2%
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.45M +$2.39M +50,159 +36%
CSS
207
Cubist Systematic Strategies
Connecticut
$9.27M +$4.48M +93,846 +104%
WCMN
208
Westchester Capital Management (Nebraska)
Nebraska
$9.24M +$110K +2,315 +1%
PI
209
PineBridge Investments
New York
$9.09M +$1.58M +33,191 +23%
RJA
210
Raymond James & Associates
Florida
$9.06M +$99.1K +2,076 +1%
EGM
211
Engineers Gate Manager
New York
$9.01M +$1.2M +25,182 +16%
WG
212
Winton Group
United Kingdom
$8.87M +$8.41M +176,135 New
6M
213
6 Meridian
Kansas
$8.81M +$182K +3,808 +2%
JMPWA
214
JP Morgan Private Wealth Advisors
California
$8.8M -$1.01M -21,128 -11%
Wellington Management Group
215
Wellington Management Group
Massachusetts
$8.79M +$1.28M +26,895 +18%
SOADOR
216
State of Alaska Department of Revenue
Alaska
$8.76M -$927K -19,425 -10%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$8.74M +$2.34K +49 +0%
KeyBank National Association
218
KeyBank National Association
Ohio
$8.7M -$338K -7,083 -4%
TI
219
TT International
United Kingdom
$8.68M
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$8.62M -$87.6K -1,835 -1%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$8.58M +$987K +20,689 +14%
US Bancorp
222
US Bancorp
Minnesota
$8.55M -$280K -5,858 -3%
SAM
223
Shell Asset Management
Netherlands
$8.51M -$143K -2,990 -2%
BAM
224
Barrett Asset Management
New York
$8.48M
MWM
225
Madison Wealth Management
Ohio
$8.24M +$7.81M +163,661 New

BNY Hedge Fund Activity: Q4 2019 in Review

1,065 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2019, worth a combined $37.6B — up 8.7% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new BNY positions and 62 closed out — a net gain of 97 holders — while 313 added to existing stakes and 394 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $140M. The largest seller was Capital International Investors, cutting an estimated $799M.

  • 1,065 institutional investors held Bank of New York Mellon (BNY) as of Q4 2019, up from 983 in Q3 2019.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q4 2019, up 8.7% quarter-over-quarter.
  • 159 funds opened new Bank of New York Mellon positions in Q4 2019 and 62 closed out, a net change of +97 holders.
  • The largest Bank of New York Mellon buyer in Q4 2019 was Goldman Sachs, an estimated $140M added.
  • The largest Bank of New York Mellon seller in Q4 2019 was Capital International Investors, an estimated $799M sold.

Based on aggregated 13F filings for Q4 2019.