BNY Mellon Ownership

LEO Stock  USD 6.15  0.02  0.33%   
BNY Mellon holds a total of 62.29 Million outstanding shares. 30% of BNY Mellon Strategic outstanding shares are owned by other corporate entities. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Therefore, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Please note that no matter how many assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2000-03-31
Previous Quarter
62.3 M
Current Value
62.3 M
Avarage Shares Outstanding
60.9 M
Quarterly Volatility
5.4 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as BNY Mellon in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of BNY Mellon, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in BNY Mellon Strategic. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.

BNY Stock Ownership Analysis

About 41.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.85. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. BNY Mellon Strategic last dividend was issued on the 15th of November 2024. BNY Mellon Strategic Municipals, Inc. is a closed ended fixed income mutual fund launched and managed by BNY Mellon Investment Adviser, Inc. BNY Mellon Strategic Municipals, Inc. was formed on September 23, 1987 and is domiciled in the United States. Dreyfus Strategic is traded on New York Stock Exchange in the United States. To find out more about BNY Mellon Strategic contact the company at 212 635 8827 or learn more at https://im.bnymellon.com/us/en/intermediary/produc.
Besides selling stocks to institutional investors, BNY Mellon also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different BNY Mellon's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align BNY Mellon's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

BNY Mellon Quarterly Liabilities And Stockholders Equity

677.01 Million

BNY Mellon Strategic Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific BNY Mellon insiders, such as employees or executives, is commonly permitted as long as it does not rely on BNY Mellon's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases BNY Mellon insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

BNY Mellon Outstanding Bonds

BNY Mellon issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. BNY Mellon Strategic uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most BNY bonds can be classified according to their maturity, which is the date when BNY Mellon Strategic has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

BNY Mellon Corporate Filings

30th of December 2024
Other Reports
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F3
13th of December 2024
An amendment to the original Schedule 13D filing
ViewVerify
12th of December 2024
Other Reports
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27th of November 2024
Other Reports
ViewVerify

Pair Trading with BNY Mellon

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BNY Mellon position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BNY Mellon will appreciate offsetting losses from the drop in the long position's value.

Moving together with BNY Stock

  0.69WD Walker DunlopPairCorr

Moving against BNY Stock

  0.45GECC Great Elm CapitalPairCorr
  0.38MAIN Main Street CapitalPairCorr
The ability to find closely correlated positions to BNY Mellon could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BNY Mellon when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BNY Mellon - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BNY Mellon Strategic to buy it.
The correlation of BNY Mellon is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BNY Mellon moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BNY Mellon Strategic moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BNY Mellon can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether BNY Mellon Strategic offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of BNY Mellon's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Bny Mellon Strategic Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Bny Mellon Strategic Stock:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in BNY Mellon Strategic. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of BNY Mellon. If investors know BNY will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about BNY Mellon listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.569
Earnings Share
1.18
Revenue Per Share
0.479
Quarterly Revenue Growth
(0.03)
Return On Assets
0.0228
The market value of BNY Mellon Strategic is measured differently than its book value, which is the value of BNY that is recorded on the company's balance sheet. Investors also form their own opinion of BNY Mellon's value that differs from its market value or its book value, called intrinsic value, which is BNY Mellon's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because BNY Mellon's market value can be influenced by many factors that don't directly affect BNY Mellon's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between BNY Mellon's value and its price as these two are different measures arrived at by different means. Investors typically determine if BNY Mellon is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BNY Mellon's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.