Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank New York 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
↑ +7
Streak
11Q ▲
Buyers last Q
50%

Smart Money Signals — BK

Based on 1742 hedge funds · latest filing: 2026 Q1 · 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
1,742 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+267 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

797 buying790 selling
Last quarter: 797 funds bought or added vs 790 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.
⚠️

Fewer new buyers each quarter (-92 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 178 → 206 → 230 → 138. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 17% new
1,065 out of 1,742 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.
➡️

Steady discovery — ~138 new funds/quarter

179 → 178 → 206 → 230 → 138 new funds/Q
New funds entering each quarter: 178 → 206 → 230 → 138. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 1,788 holders: 1,163 (65%) are 2+ year veterans, 224 entered 1–2 years ago, and 401 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
64 of 1737 holders are among the 100 largest funds by AUM, controlling 49% 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 Q1, 797 hedge funds were net buyers of BK (138 opened a new position, 659 added to an existing one), while 790 reduced or exited (659 trimmed, 131 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in BK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 1742.

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 New York 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 Q1 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 March 31, 2026 · 85d ago
BK
+21.1%
XLF
+8.8%

BK outperformed XLF by +12.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
BK
+6.4%
XLF
+5.1%

Since the filing became public, BK outperformed XLF by +1.3% .

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.

84 top-rated funds 15 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.5
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1722 1735 -0.75%
13F Shares 560M 613M -8.77%
Total Value $64.28B $69.24B -7.17%
New Positions 132 230 -98
Increased Positions 641 609 +32
Closed Positions 145 109 +36
Reduced Positions 644 586 +58
Total Calls 27 22 22.73%
Total Puts 23 25 -8.0%
PUT/CALL Ratio 0.85 1.14 Neutral

Statistics: BK

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Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LFL Advisers, LLC 16.40% 459,541 $54.5M
2 Delta Accumulation, LLC 12.79% 1,242,600 $147.4M
3 Delta Accumulation, LLC 10.48% 1,018,200 $120.8M
4 Barnes Dennig Private Wealth Management LLC 5.06% 43,085 $5.1M
5 Matthew Goff Investment Advisor, LLC 5.06% 255,673 $30.3M
6 Westchester Capital Management, Inc. 4.41% 184,721 $21.9M
7 CORDA Investment Management, LLC. 4.30% 524,747 $62.3M
8 Walsky Investment Management, Inc. 3.93% 32,467 $3.9M
9 Levin Capital Strategies, L.P. 3.74% 415,606 $49.3M
10 Barbara Oil Co. 3.66% 80,000 $9.5M
11 Longboard Asset Management, LP 3.53% 1,722 $204K
12 Axecap Investments, LLC 3.37% 41,309 $4.9M
13 Boyar Asset Management INC. 3.21% 47,559 $5.6M
14 NWK Group, Inc. 3.13% 68,800 $8.2M
15 Artisan Partners Limited Partnership 2.95% 15,475,573 $1.84B
16 Hamel Associates, INC. 2.88% 85,200 $10.1M
17 Auxier Asset Management LLC 2.79% 163,641 $19.4M
18 Chase Investment Counsel Corp 2.69% 86,329 $10.2M
19 Matrix Asset Advisors Inc/Ny 2.66% 244,520 $29.0M
20 Vivaldi Capital Management LP 2.52% 153,489 $18.2M
21 Delta Asset Management LLC/Tn 2.37% 219,137 $26.0M
22 Promethos Capital, LLC 2.35% 73,844 $8.8M
23 Intrinsic Value Partners, LLC 2.31% 25,314 $3.0M
24 Pragma Gestao de Patrimonio Ltd 2.27% 36,200 $4.3M
25 Graphene Investments SAS 2.23% 28,000 $3.3M
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 New York 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 — 50% buying: Last quarter: 797 funds bought or added vs 790 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 — 49% AUM from top-100 funds: 64 of 1737 holders are among the 100 largest funds by AUM, controlling 49% 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?

61% of holders stayed for 2+ years: 1,065 out of 1,742 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 New York Mellon Corp (BK) following the 2026 Q1 hedge fund 13F filings?

As of today, BK has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), BK has gained +21.1% vs +8.8% 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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