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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
Fayez Sarofim & Co
26
Fayez Sarofim & Co
Texas
$306M -$32.2M -750,000 -10%
Invesco
27
Invesco
Georgia
$288M +$12.1M +282,633 +5%
Deutsche Bank
28
Deutsche Bank
Germany
$278M +$85.1M +1,983,512 +48%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$271M +$38.3M +893,824 +18%
Legal & General Group
30
Legal & General Group
United Kingdom
$261M -$16.6M -387,949 -6%
Harris Associates
31
Harris Associates
Illinois
$255M -$320K -7,453 -0.1%
UBS AM
32
UBS AM
Illinois
$205M -$12.4M -289,502 -6%
Charles Schwab
33
Charles Schwab
California
$199M +$6.1M +142,214 +3%
YAM
34
Yacktman Asset Management
Texas
$173M +$222K +5,185 +0.1%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$151M +$141M +3,296,944 +33,605%
Bank of America
36
Bank of America
North Carolina
$140M +$15.4M +359,911 +13%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$133M +$5.61M +130,737 +5%
Marshall Wace
38
Marshall Wace
United Kingdom
$119M +$38.4M +895,183 +52%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$119M -$10.2M -237,777 -8%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$117M +$69.1M +1,612,156 +166%
Parnassus Investments
41
Parnassus Investments
California
$111M
HAM
42
HoldCo Asset Management
Florida
$109M +$6.82M +158,949 +7%
Ameriprise
43
Ameriprise
Minnesota
$106M +$157K +3,653 +0.2%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$106M -$38.4M -896,271 -28%
Renaissance Technologies
45
Renaissance Technologies
New York
$106M +$99.7M +2,325,077 New
First Trust Advisors
46
First Trust Advisors
Illinois
$106M +$6.4M +149,181 +7%
AM
47
AGF Management
Ontario, Canada
$98.4M +$92.7M +2,161,379 New
Two Sigma Advisers
48
Two Sigma Advisers
New York
$98M +$6.78M +158,000 +8%
Prudential Financial
49
Prudential Financial
New Jersey
$96.1M +$15.8M +368,075 +21%
GI
50
GAMCO Investors
Connecticut
$88.3M -$3.85M -89,791 -4%

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.