Bank of New York Mellon
1,038 hedge funds and large institutions have $39.4B invested in Bank of New York Mellon in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 421 reducing their positions, and 112 closing their positions.
13% more funds holding in top 10
Funds holding in top 10: 24 → 27 (+3)
0.64% more ownership
Funds ownership: 84.08% → 84.72% (+0.64%)
3% less funds holding
Funds holding: 1,065 → 1,038 (-27)
8% less capital invested
Capital invested by funds: $42.9B → $39.4B (-$3.44B)
14% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 112
25% less repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 421
41% less call options, than puts
Call options by funds: $125M | Put options by funds: $213M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$500M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$422M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$307M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$150M |
| 5 |
MAMU
Marathon Asset Management (UK)
London,
United Kingdom
|
+$59.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$454M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$120M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$116M |
| 4 |
Morgan Stanley
New York
|
-$105M |
| 5 |
State Street
Boston,
Massachusetts
|
-$102M |
BNY Hedge Fund Activity: Q4 2018 in Review
1,038 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2018, worth a combined $39.4B — down 8% from $42.9B a quarter earlier.
Sellers outnumbered buyers: 112 funds closed out of BNY and 96 opened new positions — a net loss of 16 holders — while 421 trimmed existing stakes and 316 added.
The largest buyer was Capital International Investors, adding an estimated $500M. The largest seller was Vulcan Value Partners, cutting an estimated $454M.
- 1,038 institutional investors held Bank of New York Mellon (BNY) as of Q4 2018, down from 1,065 in Q3 2018.
- Funds reported $39.4B of Bank of New York Mellon stock for Q4 2018, down 8% quarter-over-quarter.
- 96 funds opened new Bank of New York Mellon positions in Q4 2018 and 112 closed out, a net change of -16 holders.
- The largest Bank of New York Mellon buyer in Q4 2018 was Capital International Investors, an estimated $500M added.
- The largest Bank of New York Mellon seller in Q4 2018 was Vulcan Value Partners, an estimated $454M sold.
Based on aggregated 13F filings for Q4 2018.