Bank of New York Mellon
862 hedge funds and large institutions have $34.4B invested in Bank of New York Mellon in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 284 increasing their positions, 339 reducing their positions, and 72 closing their positions.
5% more capital invested
Capital invested by funds: $32.8B → $34.4B (+$1.55B)
0.32% less ownership
Funds ownership: 82.84% → 82.52% (-0.32%)
10% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 72
2% less funds holding
Funds holding: 879 → 862 (-17)
6% less funds holding in top 10
Funds holding in top 10: 31 → 29 (-2)
16% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 339
48% less call options, than puts
Call options by funds: $74.6M | Put options by funds: $143M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
+$373M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$183M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
+$179M |
| 4 |
Dodge & Cox
San Francisco,
California
|
+$74.8M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$68.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marcato Capital Management
San Francisco,
California
|
-$314M |
| 2 |
State Street
Boston,
Massachusetts
|
-$88.9M |
| 3 |
D.E. Shaw & Co
New York
|
-$70.9M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$70.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$69.5M |
BNY Hedge Fund Activity: Q2 2016 in Review
862 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2016, worth a combined $34.4B — up 4.7% from $32.8B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of BNY and 65 opened new positions — a net loss of 7 holders — while 339 trimmed existing stakes and 284 added.
The largest buyer was Jarislowsky, Fraser Ltd, adding an estimated $373M. The largest seller was Marcato Capital Management, cutting an estimated $314M.
- 862 institutional investors held Bank of New York Mellon (BNY) as of Q2 2016, down from 879 in Q1 2016.
- Funds reported $34.4B of Bank of New York Mellon stock for Q2 2016, up 4.7% quarter-over-quarter.
- 65 funds opened new Bank of New York Mellon positions in Q2 2016 and 72 closed out, a net change of -7 holders.
- The largest Bank of New York Mellon buyer in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $373M added.
- The largest Bank of New York Mellon seller in Q2 2016 was Marcato Capital Management, an estimated $314M sold.
Based on aggregated 13F filings for Q2 2016.