Bank of New York Mellon
1,053 hedge funds and large institutions have $36.3B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 360 increasing their positions, 397 reducing their positions, and 86 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 20 → 22 (+2)
3% less capital invested
Capital invested by funds: $37.3B → $36.3B (-$992M)
9% less repeat investments, than reductions
Existing positions increased: 360 | Existing positions reduced: 397
1.49% less ownership
Funds ownership: 82.56% → 81.07% (-1.5%)
3% less funds holding
Funds holding: 1,081 → 1,053 (-28)
16% less call options, than puts
Call options by funds: $172M | Put options by funds: $206M
19% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$128M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$63.3M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$58.2M |
| 4 |
BlackRock
New York
|
+$49.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KJHP
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
-$256M |
| 2 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$146M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$132M |
| 4 |
Two Sigma Investments
New York
|
-$80.2M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$76.4M |
BNY Hedge Fund Activity: Q3 2021 in Review
1,053 of the 5,729 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2021, worth a combined $36.3B — down 2.7% from $37.3B a quarter earlier.
Sellers outnumbered buyers: 86 funds closed out of BNY and 70 opened new positions — a net loss of 16 holders — while 397 trimmed existing stakes and 360 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $128M. The largest seller was K.J. Harrison & Partners, exiting entirely with an estimated $256M sold.
- 1,053 institutional investors held Bank of New York Mellon (BNY) as of Q3 2021, down from 1,081 in Q2 2021.
- Funds reported $36.3B of Bank of New York Mellon stock for Q3 2021, down 2.7% quarter-over-quarter.
- 70 funds opened new Bank of New York Mellon positions in Q3 2021 and 86 closed out, a net change of -16 holders.
- The largest Bank of New York Mellon buyer in Q3 2021 was T. Rowe Price Associates, an estimated $128M added.
- The largest Bank of New York Mellon seller in Q3 2021 was K.J. Harrison & Partners, an estimated $256M sold.
Based on aggregated 13F filings for Q3 2021.