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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 367 increasing their positions, 440 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $157M | Put options by funds: $126M

0.53% more ownership

Funds ownership: 81.73%82.26% (+0.53%)

3% less capital invested

Capital invested by funds: $29.9B → $28.9B (-$1.01B)

4% less funds holding

Funds holding: 1,1281,080 (-48)

17% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 440

37% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 116

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
1,080
Holders Change
-48
Holders Change %
-4.26%
% of All Funds
16.95%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
367
Reduced
440
Closed
116
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$6.03M -$685K -15,953 -11%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$6.01M -$119K -2,768 -2%
VWA
253
Visionary Wealth Advisors
Illinois
$5.98M +$167K +3,891 +3%
CA
254
CSM Advisors
Pennsylvania
$5.86M +$215 +5 +0%
M&T Bank
255
M&T Bank
New York
$5.84M -$53.1K -1,237 -0.9%
Nordea Investment Management
256
Nordea Investment Management
Sweden
$5.82M -$1.91M -44,621 -25%
GC
257
Gillson Capital
Illinois
$5.77M +$5.56M +129,601 New
Public Employees Retirement Association of Colorado
258
Public Employees Retirement Association of Colorado
Colorado
$5.73M +$55.8K +1,300 +1%
CCMINC
259
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.71M +$62.3K +1,451 +1%
EAM
260
Eagle Asset Management
Florida
$5.64M -$934K -21,759 -15%
YCM
261
Yousif Capital Management
Michigan
$5.6M -$6.01K -140 -0.1%
M
262
MOTCO
Texas
$5.6M +$2.75K +64 +0.1%
COPPSERS
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.58M +$23.6K +550 +0.4%
PI
264
PFS Investments
Georgia
$5.56M +$492K +11,473 +10%
CIBC World Market
265
CIBC World Market
Ontario, Canada
$5.34M -$469K -10,928 -8%
RC
266
RBF Capital
California
$5.34M +$429K +10,000 +9%
HCM
267
Hillman Capital Management
Maryland
$5.28M +$8.15K +190 +0.2%
PI
268
PGGM Investments
Netherlands
$5.25M -$775K -18,055 -13%
Two Sigma Investments
269
Two Sigma Investments
New York
$5.17M -$32.8M -763,323 -87%
AAIM
270
American Assets Investment Management
California
$5.12M
VIM
271
Vinva Investment Management
Australia
$5.07M -$4.2M -97,970 -46%
SC
272
Scotia Capital
Ontario, Canada
$5.06M +$231K +5,376 +5%
Janney Montgomery Scott
273
Janney Montgomery Scott
Pennsylvania
$5.04M +$4.86M +113,196 New
OA
274
Oak Associates
Ohio
$4.97M -$213K -4,970 -4%
Mariner
275
Mariner
Kansas
$4.92M -$362K -8,439 -7%

BNY Hedge Fund Activity: Q2 2023 in Review

1,080 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2023, worth a combined $28.9B — down 3.4% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of BNY and 73 opened new positions — a net loss of 43 holders — while 440 trimmed existing stakes and 367 added.

The largest buyer was Norges Bank, adding an estimated $141M. The largest seller was Fayez Sarofim & Co, cutting an estimated $128M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2023, down from 1,128 in Q1 2023.
  • Funds reported $28.9B of Bank of New York Mellon stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 73 funds opened new Bank of New York Mellon positions in Q2 2023 and 116 closed out, a net change of -43 holders.
  • The largest Bank of New York Mellon buyer in Q2 2023 was Norges Bank, an estimated $141M added.
  • The largest Bank of New York Mellon seller in Q2 2023 was Fayez Sarofim & Co, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2023.