We are live on ! Find out more
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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$274M +$10.9M +254,411 +4%
Invesco
27
Invesco
Georgia
$234M -$6.57M -153,125 -3%
UBS AM
28
UBS AM
Illinois
$220M
Parnassus Investments
29
Parnassus Investments
California
$217M -$22M -512,413 -10%
Charles Schwab
30
Charles Schwab
California
$195M -$2.09M -48,643 -1%
YAM
31
Yacktman Asset Management
Texas
$169M +$472K +11,009 +0.3%
Deutsche Bank
32
Deutsche Bank
Germany
$164M -$102M -2,382,847 -39%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$163M +$95.9M +2,235,409 +156%
Citadel Advisors
34
Citadel Advisors
Florida
$157M -$51.7M -1,205,507 -25%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$147M +$81M +1,888,570 +133%
Bank of America
36
Bank of America
North Carolina
$146M +$2.01M +46,799 +1%
Prudential Financial
37
Prudential Financial
New Jersey
$138M +$8.92M +207,913 +7%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$137M -$128M -2,993,255 -49%
VanEck Associates
39
VanEck Associates
New York
$136M +$116M +2,697,860 +759%
Barclays
40
Barclays
United Kingdom
$128M +$69.1M +1,609,730 +126%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$123M -$37.8M -880,386 -24%
Millennium Management
42
Millennium Management
New York
$114M -$74.8M -1,743,299 -40%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$94.1M -$9.71M -226,333 -10%
Robeco Institutional Asset Management
44
Robeco Institutional Asset Management
Netherlands
$93.2M +$470K +10,948 +0.5%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$92.1M +$34.2M +796,306 +63%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$91.1M -$11.7M -272,670 -12%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$88.5M +$17.3M +403,941 +26%
GI
48
GAMCO Investors
Connecticut
$82.3M +$801K +18,655 +1%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$81.1M +$70.4M +1,639,869 +898%
ClearBridge Investments
50
ClearBridge Investments
New York
$79.1M -$2.77M -64,526 -4%

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.