Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
The Gabelli Equity Income Fund Mario J. Gabelli, Kevin V. Dreyer, Christopher J. Marangi | “The Bank of New York Mellon Corp. (4.7% of net assets as of June 30, 2026) (BK – $144.61 – NYSE) is a global leader in providing financial services to institutions and individuals. The Company operates in more than one hundred markets worldwide and strives to be the global provider of choice for investment management and investment services. As of March 31, 2026, the firm had $59.4 trillion in assets under custody and $2.1 trillion in assets under management. Going forward, BK is benefiting from a normalized interest rate environment, rising global incomes, and the cross-border movement of financial transactions.” | NEUTRAL | Q2 2026 Aug 14, 2026 | View Pitch |
Auxier Asset Management Jeff Auxier | “Bank of New York Mellon reached all-time highs following their first quarter earnings report of a 42% increase in year-over-year earnings per share along with an 18% increase in interest income result” | BULL | Q1 2026 May 11, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
