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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $36.9B invested in Bank of New York Mellon in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 377 increasing their positions, 366 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 80

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

7% more capital invested

Capital invested by funds: $34.4B → $36.9B (+$2.52B)

2% more funds holding

Funds holding: 1,0601,080 (+20)

3% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 366

0.56% less ownership

Funds ownership: 83.19%82.63% (-0.56%)

18% less call options, than puts

Call options by funds: $141M | Put options by funds: $171M

Holders
1,080
Holders Change
+20
Holders Change %
+1.89%
% of All Funds
18.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.35%
New
109
Increased
377
Reduced
366
Closed
80
Calls
$141M
Puts
$171M
Net Calls
-$30.4M
Net Calls Change
-$7.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.71B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.57B +$28.9M +578,136 +0.8%
Dodge & Cox
3
Dodge & Cox
California
$3.16B +$12.6M +251,485 +0.4%
BlackRock
4
BlackRock
New York
$2.94B -$115M -2,306,420 -4%
State Street
5
State Street
Massachusetts
$1.94B -$4.1M -81,983 -0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.11B -$75.6M -1,511,165 -7%
Artisan Partners
7
Artisan Partners
Wisconsin
$1.05B +$32.9M +657,235 +3%
LP
8
Longview Partners
Guernsey
$936M -$84.3M -1,684,820 -8%
American Century Companies
9
American Century Companies
Missouri
$869M -$32.3M -646,003 -4%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$845M -$5.88M -117,604 -0.7%
DSA
11
Davis Selected Advisers
Arizona
$774M +$4.2M +84,021 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$659M +$2.75M +55,055 +0.4%
Invesco
13
Invesco
Georgia
$544M +$7.64M +152,697 +1%
Norges Bank
14
Norges Bank
Norway
$466M +$30.4M +608,472 +7%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$465M +$45M +898,577 +11%
Northern Trust
16
Northern Trust
Illinois
$464M +$5.87M +117,237 +1%
Wells Fargo
17
Wells Fargo
California
$447M -$37.1M -740,995 -8%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$379M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$360M -$57.5M -1,148,601 -14%
LSV Asset Management
20
LSV Asset Management
Illinois
$359M +$66.3M +1,325,161 +23%
Nuveen
21
Nuveen
North Carolina
$351M +$11.2M +222,897 +3%
Legal & General Group
22
Legal & General Group
United Kingdom
$336M -$36.6K -732 -0%
Morgan Stanley
23
Morgan Stanley
New York
$336M +$62.9M +1,257,419 +24%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$331M +$12M +239,336 +4%
Victory Capital Management
25
Victory Capital Management
Texas
$297M +$263M +5,265,956 +990%

BNY Hedge Fund Activity: Q2 2021 in Review

1,080 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2021, worth a combined $36.9B — up 7.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BNY positions and 80 closed out — a net gain of 29 holders — while 377 added to existing stakes and 366 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $263M. The largest seller was Balyasny Asset Management, cutting an estimated $143M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2021, up from 1,060 in Q1 2021.
  • Funds reported $36.9B of Bank of New York Mellon stock for Q2 2021, up 7.3% quarter-over-quarter.
  • 109 funds opened new Bank of New York Mellon positions in Q2 2021 and 80 closed out, a net change of +29 holders.
  • The largest Bank of New York Mellon buyer in Q2 2021 was Victory Capital Management, an estimated $263M added.
  • The largest Bank of New York Mellon seller in Q2 2021 was Balyasny Asset Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.