Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank of Ny Mellon Corp (BK)

2K + Investors. Track Smart Money conviction in BK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +119
Streak
11Q ▲
Buyers last Q
52%

Smart Money Signals — BK

Based on 1865 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added BK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,865 hedge funds hold BK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+330 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

915 buying836 selling
Last quarter: 915 funds bought or added vs 836 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+108 vs last Q)

new funds entering per quarter
Funds opening a new BK position: 207 → 231 → 140 → 248. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 18% new
1,124 out of 1,865 hedge funds have held BK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +25% but shares only +1% — price-driven

Value
+24%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~248 new funds/quarter

179 → 207 → 231 → 140 → 248 new funds/Q
New funds entering each quarter: 207 → 231 → 140 → 248. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 1,906 holders: 1,228 (64%) are 2+ year veterans, 250 entered 1–2 years ago, and 428 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
68 of 1860 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in BK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BK

In 2026 Q2, 915 hedge funds were net buyers of BK (248 opened a new position, 667 added to an existing one), while 836 reduced or exited (707 trimmed, 129 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in BK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +119 funds (more new holders than closures). Total institutional holders: 1865.

Hedge Fund Ownership: BK

How many hedge funds hold BK — quarterly history vs. share price
Quarterly hedge fund ownership of BK vs. share price

Market Analysis: BK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bank of Ny Mellon Corp (BK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BK has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 54d ago
BK
+9.6%
XLF
+2.4%

BK outperformed XLF by +7.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 9d ago
BK
-2.9%
XLF
+0.7%

Since the filing became public, BK outperformed XLF by -3.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

52 top-rated funds 13 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: BK
2K + Investors

Track Smart Money conviction in BK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1859 1746 6.47%
13F Shares 581M 573M 1.4%
Total Value $81.39B $65.37B 24.5%
New Positions 248 140 +108
Increased Positions 655 647 +8
Closed Positions 130 132 -2
Reduced Positions 692 649 +43
Total Calls 24 27 -11.11%
Total Puts 19 23 -17.39%
PUT/CALL Ratio 0.79 0.85 Neutral

Statistics: BK

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LFL Advisers, LLC 17.84% 461,485 $66.7M
2 Delta Accumulation, LLC 15.33% 2,650,900 $383.3M
3 Delta Accumulation, LLC 10.06% 1,740,700 $251.7M
4 Matthew Goff Investment Advisor, LLC 6.07% 248,785 $36.0M
5 Barnes Dennig Private Wealth Management LLC 4.84% 41,825 $6.0M
6 Pragma Gestao de Patrimonio Ltd 4.70% 41,100 $5.9M
7 Westchester Capital Management, Inc. 4.59% 176,255 $25.5M
8 CORDA Investment Management, LLC. 4.55% 513,014 $74.2M
9 Walsky Investment Management, Inc. 4.24% 31,604 $4.6M
10 Boyar Asset Management INC. 4.21% 50,725 $7.3M
11 Levin Capital Strategies, L.P. 3.99% 411,343 $59.5M
12 Barbara Oil Co. 3.89% 80,000 $11.6M
13 Goodwin Investment Advisory 3.30% 11,344 $1.6M
14 Artisan Partners Limited Partnership 3.14% 13,687,258 $1.98B
15 Hamel Associates, INC. 3.12% 78,197 $11.3M
16 NWK Group, Inc. 3.08% 68,982 $10.0M
17 Auxier Asset Management LLC 2.85% 147,002 $21.3M
18 Delta Asset Management LLC/Tn 2.71% 216,681 $31.3M
19 Axecap Investments, LLC 2.64% 32,971 $4.8M
20 Greystone Financial Group, LLC 2.43% 60,065 $8.7M
21 Wealth Advisors of Tampa Bay, LLC 2.40% 54,311 $7.9M
22 Intrinsic Value Partners, LLC 2.38% 24,074 $3.5M
23 Hudson Portfolio Management LLC 2.37% 21,708 $3.1M
24 Cardinal Capital Management 2.37% 135,400 $19.6M
25 Graphene Investments SAS 2.36% 28,000 $4.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bank of Ny Mellon Corp (BK)

What does the Smart Money Trend signal show for BK?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added BK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BK?

Slight buying edge — 52% buying: Last quarter: 915 funds bought or added vs 836 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BK holders?

Elite ownership — 63% AUM from top-100 funds: 68 of 1860 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in BK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BK?

60% of holders stayed for 2+ years: 1,124 out of 1,865 hedge funds have held BK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bank of Ny Mellon Corp (BK) following the 2026 Q2 hedge fund 13F filings?

As of today, BK has moved -2.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.7% for the XLF sector ETF — an outperformance of -3.6%. Since the quarter end (June 30, 2026), BK has gained +9.6% vs +2.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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