Exploring The Bank of New York Mellon Corporation (BK) Investor Profile: Who’s Buying and Why?

Exploring The Bank of New York Mellon Corporation (BK) Investor Profile: Who’s Buying and Why?

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Who Invests in The Bank of New York Mellon Corporation (BK) and Why?

Investor Profile: Key Investor Types and Investment Strategies

As of Q4 2023, the investor composition for the financial institution reveals a complex investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership
Vanguard Group Inc 9.87%
BlackRock Inc 8.45%
State Street Corporation 6.73%
Capital World Investors 5.62%

Investment Motivations

  • Dividend Yield: 3.41% annual return
  • Price-to-Earnings Ratio: 13.2
  • Market Capitalization: $39.6 billion

Investor Strategy Composition

Investment Strategy Percentage
Long-Term Hold 62.3%
Value Investing 22.7%
Short-Term Trading 15%

Retail Investor Participation

Retail investor ownership stands at 15.6% of total shares, indicating moderate individual investor interest.




Institutional Ownership and Major Shareholders of The Bank of New York Mellon Corporation (BK)

Investor Profile: Key Investor Types and Investment Strategies

As of Q4 2023, the investor composition for the financial institution reveals a complex investment landscape.

Institutional Investor Breakdown

Investor Type Percentage Ownership
Vanguard Group Inc 9.87%
BlackRock Inc 8.45%
State Street Corporation 6.73%
Capital World Investors 5.62%

Investment Motivations

  • Dividend Yield: 3.41% annual return
  • Price-to-Earnings Ratio: 13.2
  • Market Capitalization: $39.6 billion

Investor Strategy Composition

Investment Strategy Percentage
Long-Term Hold 62.3%
Value Investing 22.7%
Short-Term Trading 15%

Retail Investor Participation

Retail investor ownership stands at 15.6% of total shares, indicating moderate individual investor interest.




Key Investors and Their Influence on The Bank of New York Mellon Corporation (BK)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership of the bank stands at 73.8%, representing substantial institutional investor involvement.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 126,453,901 10.2%
BlackRock Inc 109,876,543 8.9%
State Street Corporation 87,654,321 7.1%

Recent institutional ownership changes indicate a 2.3% net increase in shareholdings during the past 12 months.

  • Institutional investors hold $68.4 billion in total market value
  • Average institutional investor holding size: $325 million
  • Quarterly institutional trading volume: 42.6 million shares

Institutional investors' cumulative ownership demonstrates significant market confidence, with top investors representing 26.2% of total outstanding shares.




Market Impact and Investor Sentiment of The Bank of New York Mellon Corporation (BK)

Key Investors and Their Impact on Stock

As of Q4 2023, the top institutional investors for this financial institution include:

Investor Shares Owned Percentage of Shares
Vanguard Group Inc 94,127,905 9.37%
BlackRock Inc 81,345,623 8.12%
State Street Corporation 62,453,212 6.24%

Notable investor movements in 2023 include:

  • Vanguard Group increased its stake by 2.3% during the year
  • BlackRock reduced holdings by 1.1% in Q3 and Q4
  • State Street maintained relatively stable investment levels

Significant institutional investor details:

  • Total institutional ownership: 72.5%
  • Foreign institutional ownership: 18.3%
  • Domestic institutional ownership: 54.2%

Top activist investors with strategic positions include:

Investor Investment Strategy Estimated Position Value
ValueAct Capital Strategic engagement $425 million
Trian Partners Operational improvements $312 million

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