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BNY

Bank of New York Mellon

1,121 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 372 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 65

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

19% more capital invested

Capital invested by funds: $26.1B → $31B (+$4.92B)

9% more funds holding

Funds holding: 1,0301,121 (+91)

0.05% more ownership

Funds ownership: 83.92%83.97% (+0.05%)

1% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 376

7% less call options, than puts

Call options by funds: $148M | Put options by funds: $159M

Holders
1,121
Holders Change
+91
Holders Change %
+8.83%
% of All Funds
18.01%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
175
Increased
372
Reduced
376
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
251
Intact Investment Management
Quebec, Canada
$5.78M +$5.44M +126,900 New
CCMINC
252
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.74M +$8.49K +198 +0.2%
Holocene Advisors
253
Holocene Advisors
New York
$5.7M +$5.37M +125,202 New
IG
254
ING Group
Netherlands
$5.67M +$420K +9,803 +9%
SLAM
255
Swiss Life Asset Management
$5.66M -$270K -6,285 -5%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.66M +$719K +16,767 +16%
M
257
MOTCO
Texas
$5.66M -$164K -3,822 -3%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$5.62M -$228K -5,319 -4%
EI
259
Ethic Inc
New York
$5.59M +$1.28M +29,811 +32%
APG Asset Management
260
APG Asset Management
Netherlands
$5.54M +$2.52M +58,711 +93%
CA
261
CSM Advisors
Pennsylvania
$5.52M -$37.7K -880 -0.7%
OA
262
Oak Associates
Ohio
$5.43M -$2.92K -68 -0.1%
VNA
263
Valley National Advisers
Pennsylvania
$5.4M +$1.98M +46,064 +70%
NYLIM
264
New York Life Investment Management
New York
$5.35M +$68.1K +1,587 +1%
Comerica Bank
265
Comerica Bank
Texas
$5.25M -$28.1K -656 -0.6%
KeyBank National Association
266
KeyBank National Association
Ohio
$5.25M -$92.6K -2,159 -2%
AAIM
267
American Assets Investment Management
California
$5.23M
AWCI
268
Alpine Woods Capital Investors
New York
$5.19M +$31.9K +744 +0.7%
HLCM
269
Hi-Line Capital Management
South Dakota
$5.19M +$19.5K +455 +0.4%
HAI
270
Hennessy Advisors Inc
California
$5.14M -$90.1K -2,100 -2%
IMRF
271
Illinois Municipal Retirement Fund
Illinois
$5.08M
CCM
272
Cinctive Capital Management
New York
$5.06M +$4.77M +111,260 New
BC
273
Burney Company
Virginia
$5.04M +$1.26M +29,354 +36%
DILIC
274
Dai-ichi Life Insurance Company
Japan
$5.01M +$1.29M +30,000 +38%
Parallax Volatility Advisers
275
Parallax Volatility Advisers
California
$5M +$3.13M +72,915 +198%

BNY Hedge Fund Activity: Q4 2022 in Review

1,121 of the 6,225 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2022, worth a combined $31B — up 19% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new BNY positions and 65 closed out — a net gain of 110 holders — while 372 added to existing stakes and 376 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $284M. The largest seller was Berkshire Hathaway, cutting an estimated $1.59B.

  • 1,121 institutional investors held Bank of New York Mellon (BNY) as of Q4 2022, up from 1,030 in Q3 2022.
  • Funds reported $31B of Bank of New York Mellon stock for Q4 2022, up 19% quarter-over-quarter.
  • 175 funds opened new Bank of New York Mellon positions in Q4 2022 and 65 closed out, a net change of +110 holders.
  • The largest Bank of New York Mellon buyer in Q4 2022 was Citadel Advisors, an estimated $284M added.
  • The largest Bank of New York Mellon seller in Q4 2022 was Berkshire Hathaway, an estimated $1.59B sold.

Based on aggregated 13F filings for Q4 2022.