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
↑ +107
Streak
10Q ▲
Buyers last Q
54%

Smart Money Signals — BK

Based on 1635 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
1,635 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 — +23% more funds vs a year ago

fund count last 6Q
+306 new funds entered over the past year (+23% 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 — 54% buying

799 buying675 selling
Last quarter: 799 funds bought or added vs 675 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new BK position: 165 → 164 → 198 → 211. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
1,014 out of 1,635 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.
📈

Growing discovery — still being found

192 → 165 → 164 → 198 → 211 new funds/Q
New funds entering each quarter: 165 → 164 → 198 → 211. A growing number of institutions are discovering BK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 24% new
Of 1,678 current holders: 1,102 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
45 of 1635 holders are among the 100 largest funds by AUM, controlling 61% 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

137 top-rated funds 11 high-conviction
Consensus
9.3
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: BK
2026 Q1 Stats Unlock in 10 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1678 1571 6.81%
13F Shares 604M 581M 4.03%
Total Value $68.24B $62.69B 8.85%
New Positions 215 202 +13
Increased Positions 657 607 +50
Closed Positions 110 120 -10
Reduced Positions 606 605 +1
Total Calls 22 24 -8.33%
Total Puts 25 26 -3.85%
PUT/CALL Ratio 1.14 1.08 Neutral

Statistics: BK

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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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.

Top 25 institutional holders of BK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Delta Accumulation, LLC 12.79% 1,242,600 $147.4M
2 Delta Accumulation, LLC 10.48% 1,018,200 $120.8M
3 Stolper Co 5.15% 37,900 $18K
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 Longboard Asset Management, LP 3.53% 1,722 $204K
9 Axecap Investments, LLC 3.37% 41,309 $4.9M
10 BOYAR ASSET MANAGEMENT INC. 3.21% 47,559 $5.6M
11 NWK Group, Inc. 3.13% 68,800 $8.2M
12 HAMEL ASSOCIATES, INC. 2.88% 85,200 $10.1M
13 MATRIX ASSET ADVISORS INC/NY 2.66% 244,520 $29.0M
14 Intrinsic Value Partners, LLC 2.31% 25,314 $3.0M
15 Graphene Investments SAS 2.23% 28,000 $3.3M
16 SHAYNE & JACOBS, LLC 2.14% 58,347 $6.9M
17 Greystone Financial Group, LLC 2.11% 62,717 $7.4M
18 Cardinal Capital Management 2.09% 136,863 $16.2M
19 Hikari Power Ltd 2.01% 194,130 $23K
20 Dorsey Wright & Associates 1.94% 131,774 $15.6M
21 Western Financial Corp/CA 1.91% 41,220 $4.9M
22 DELTA CAPITAL MANAGEMENT LLC 1.90% 29,165 $3.5M
23 Davis Capital Management 1.89% 23,486 $2.8M
24 Vertrix Wealth Management, LLC 1.86% 42,567 $5.0M
25 BOSTON RESEARCH & MANAGEMENT INC 1.82% 64,639 $8K
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 — 10 quarters in a row: For 10 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 — 54% buying: Last quarter: 799 funds bought or added vs 675 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 — 61% AUM from top-100 funds: 45 of 1635 holders are among the 100 largest funds by AUM, controlling 61% 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?

62% of holders stayed for 2+ years: 1,014 out of 1,635 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.

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.