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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.01B -$55.9M -1,172,193 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.19B -$38.5M -806,470 -1%
BlackRock
3
BlackRock
New York
$2.66B +$46.9M +983,521 +2%
Dodge & Cox
4
Dodge & Cox
California
$2.34B -$21M -440,492 -0.9%
State Street
5
State Street
Massachusetts
$1.9B -$18.7M -391,273 -1%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.46B -$72.8M -1,524,976 -5%
LP
7
Longview Partners
Guernsey
$1.33B +$130K +2,733 +0%
Capital International Investors
8
Capital International Investors
California
$1.11B -$799M -16,750,431 -43%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$953M +$1.31M +27,472 +0.1%
Macquarie Group
10
Macquarie Group
Australia
$915M +$97.1M +2,034,774 +13%
DSA
11
Davis Selected Advisers
Arizona
$790M -$28.2M -590,052 -4%
Artisan Partners
12
Artisan Partners
Wisconsin
$724M +$10.6M +222,590 +2%
TFM
13
Trian Fund Management
New York
$612M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$593M +$20.7M +433,894 +4%
Northern Trust
15
Northern Trust
Illinois
$498M -$7.39M -154,815 -2%
NEAM
16
New England Asset Management
Connecticut
$465M -$87.2M -1,827,807 -17%
Norges Bank
17
Norges Bank
Norway
$447M +$52.3M +1,096,587 +14%
Invesco
18
Invesco
Georgia
$419M +$9.71M +203,374 +3%
Citadel Advisors
19
Citadel Advisors
Florida
$373M -$15.2M -319,022 -4%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$372M -$13.5K -283 -0%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$370M -$6.03M -126,288 -2%
Goldman Sachs
22
Goldman Sachs
New York
$349M +$140M +2,941,984 +74%
Harris Associates
23
Harris Associates
Illinois
$338M -$45M -942,969 -12%
Legal & General Group
24
Legal & General Group
United Kingdom
$274M +$2.28M +47,772 +0.9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$271M -$21.3M -445,669 -8%

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.