FNY vs BBHM overlap
5 institutions report holding both FNY and BBHM.
FNYBBHM
Pick 2 to 4 ETFs.
We don’t have holdings for BBHM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
5
institutions report holding both, of 134 holding any
FNY16.3% of its 13F dollars, 3.9% of its 128 holders
BBHM0.3% of its 13F dollars, 45.5% of its 11 holders
Largest institutions holding both
| Firm | FNY | BBHM |
|---|---|---|
| Wells Fargo & Company | $53.5M | $110K |
| UBS Group AG | $14.4M | $2K |
| Goldman Sachs Group Inc. | $5.5M | $1.0M |
| JPMorgan Chase & Co | $234K | $15K |
| FMR LLC | $19K | $2K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: FNY institutional holders, BBHM institutional holders.
Frequently asked questions
Do institutions hold both FNY and BBHM?
5 Form 13F filers report positions in both, out of 134 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.