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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.8B -$271M -7,407,604 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.5B -$8.89M -242,913 -0.4%
Dodge & Cox
3
Dodge & Cox
California
$2.09B +$229M +6,251,720 +13%
BlackRock
4
BlackRock
New York
$2.02B -$21.4M -584,027 -1%
State Street
5
State Street
Massachusetts
$1.38B -$43.4M -1,186,149 -3%
LP
6
Longview Partners
Guernsey
$1.05B -$25.3M -691,014 -2%
Capital International Investors
7
Capital International Investors
California
$720M +$84.1M +2,297,518 +14%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$715M +$1.86M +50,870 +0.3%
Macquarie Group
9
Macquarie Group
Australia
$684M -$19.6M -535,306 -3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$626M -$5.57M -152,292 -0.9%
DSA
11
Davis Selected Advisers
Arizona
$621M +$23.9M +653,317 +4%
Artisan Partners
12
Artisan Partners
Wisconsin
$582M +$705K +19,279 +0.1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$576M -$28.2M -770,883 -5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$460M +$7.02M +191,946 +2%
American Century Companies
15
American Century Companies
Missouri
$440M +$120M +3,271,264 +40%
Norges Bank
16
Norges Bank
Norway
$379M +$20.7M +566,637 +6%
Northern Trust
17
Northern Trust
Illinois
$377M +$445K +12,170 +0.1%
Nuveen
18
Nuveen
North Carolina
$374M +$69.7M +1,904,569 +24%
Invesco
19
Invesco
Georgia
$333M +$1.61M +44,046 +0.5%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$286M
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$278M +$224K +6,124 +0.1%
Legal & General Group
22
Legal & General Group
United Kingdom
$239M +$24.7M +673,991 +12%
Harris Associates
23
Harris Associates
Illinois
$237M -$469K -12,817 -0.2%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$218M +$38.2M +1,043,746 +23%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$205M -$5.13M -140,189 -3%

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.