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BNY

Bank of New York Mellon

944 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 297 increasing their positions, 358 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 73

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

15% more capital invested

Capital invested by funds: $24.8B → $28.6B (+$3.81B)

5% more funds holding

Funds holding: 898944 (+46)

0.55% more ownership

Funds ownership: 82.97%83.52% (+0.55%)

15% less call options, than puts

Call options by funds: $92.3M | Put options by funds: $109M

17% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 358

Holders
944
Holders Change
+46
Holders Change %
+5.12%
% of All Funds
19.35%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
125
Increased
297
Reduced
358
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
201
TD Asset Management
Ontario, Canada
$8M -$321K -8,775 -4%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$7.96M +$7.54M +205,993 New
SOMRS
203
State of Michigan Retirement System
Michigan
$7.96M +$493K +13,461 +7%
GIBU
204
Gulf International Bank (UK)
United Kingdom
$7.78M
Twin Tree Management
205
Twin Tree Management
Texas
$7.71M +$7.3M +199,426 New
Financial Engines Advisors
206
Financial Engines Advisors
California
$7.61M -$8.49K -232 -0.1%
FQ
207
First Quadrant
California
$7.46M +$7.06M +192,977 New
WCMN
208
Westchester Capital Management (Nebraska)
Nebraska
$7.33M -$76K -2,077 -1%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$7.28M -$105K -2,860 -1%
ASRS
210
Arizona State Retirement System
Arizona
$7.27M +$527K +14,412 +8%
RJT
211
Raymond James Trust
Florida
$7.19M +$147K +4,019 +2%
IP
212
Interval Partners
New York
$6.99M -$6.45M -176,307 -49%
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$6.77M -$23.1K -631 -0.4%
CS
214
Candriam SCA
Luxembourg
$6.74M -$2.65M -72,355 -29%
Comerica Bank
215
Comerica Bank
Texas
$6.74M +$96.4K +2,634 +1%
RJA
216
Raymond James & Associates
Florida
$6.68M +$1.42M +38,894 +29%
Mitsubishi UFJ Asset Management
217
Mitsubishi UFJ Asset Management
Japan
$6.55M +$697K +19,044 +13%
Rafferty Asset Management
218
Rafferty Asset Management
New York
$6.38M +$4.94M +134,986 +449%
Nomura Asset Management
219
Nomura Asset Management
Japan
$6.35M -$30K -819 -0.5%
PI
220
PineBridge Investments
New York
$6.29M +$4.09M +111,875 +220%
US Bancorp
221
US Bancorp
Minnesota
$6.24M -$10.1K -275 -0.2%
Franklin Resources
222
Franklin Resources
California
$6.18M +$1.48M +40,505 +31%
IMPI
223
Ilmarinen Mutual Pension Insurance
Finland
$6.14M +$2.38M +65,000 +69%
KeyBank National Association
224
KeyBank National Association
Ohio
$6.14M +$355K +9,698 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
225
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.13M -$6.85M -187,100 -54%

BNY Hedge Fund Activity: Q2 2020 in Review

944 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2020, worth a combined $28.6B — up 15% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new BNY positions and 73 closed out — a net gain of 52 holders — while 297 added to existing stakes and 358 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $229M. The largest seller was Berkshire Hathaway, cutting an estimated $271M.

  • 944 institutional investors held Bank of New York Mellon (BNY) as of Q2 2020, up from 898 in Q1 2020.
  • Funds reported $28.6B of Bank of New York Mellon stock for Q2 2020, up 15% quarter-over-quarter.
  • 125 funds opened new Bank of New York Mellon positions in Q2 2020 and 73 closed out, a net change of +52 holders.
  • The largest Bank of New York Mellon buyer in Q2 2020 was Dodge & Cox, an estimated $229M added.
  • The largest Bank of New York Mellon seller in Q2 2020 was Berkshire Hathaway, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.