Bank of New York Mellon
BNY
761 hedge funds and large institutions have $32.7B invested in Bank of New York Mellon in 2013 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 214 increasing their positions, 320 reducing their positions, and 39 closing their positions.
128% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 39
26% more funds holding in top 10
Funds holding in top 10: 27 → 34 (+7)
15% more capital invested
Capital invested by funds: $28.4B → $32.7B (+$4.28B)
6% more funds holding
Funds holding: 718 → 761 (+43)
0.2% less ownership
Funds ownership: 81.74% → 81.54% (-0.2%)
15% less call options, than puts
Call options by funds: $91.3M | Put options by funds: $108M
33% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 320
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$179M |
| 2 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$144M |
| 3 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$55.4M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$46.6M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$114M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$104M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$74M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$68.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$66.5M |
BNY Hedge Fund Activity: Q4 2013 in Review
761 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2013, worth a combined $32.7B — up 15% from $28.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BNY positions and 39 closed out — a net gain of 50 holders — while 214 added to existing stakes and 320 trimmed.
The largest buyer was Harris Associates, adding an estimated $179M. The largest seller was Norges Bank, cutting an estimated $114M.
- 761 institutional investors held Bank of New York Mellon (BNY) as of Q4 2013, up from 718 in Q3 2013.
- Funds reported $32.7B of Bank of New York Mellon stock for Q4 2013, up 15% quarter-over-quarter.
- 89 funds opened new Bank of New York Mellon positions in Q4 2013 and 39 closed out, a net change of +50 holders.
- The largest Bank of New York Mellon buyer in Q4 2013 was Harris Associates, an estimated $179M added.
- The largest Bank of New York Mellon seller in Q4 2013 was Norges Bank, an estimated $114M sold.
Based on aggregated 13F filings for Q4 2013.