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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
ClearBridge Investments
51
ClearBridge Investments
New York
$84.6M -$1.53M -35,705 -2%
UBS Group
52
UBS Group
Switzerland
$81.6M +$24.7M +575,605 +47%
GF
53
Gabelli Funds
New York
$79.8M -$122K -2,850 -0.2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$78.2M +$461K +10,738 +0.6%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$77.2M +$4.56M +106,220 +7%
Two Sigma Investments
56
Two Sigma Investments
New York
$73.6M -$1.49M -34,676 -2%
National Pension Service
57
National Pension Service
South Korea
$70.7M -$30.2K -705 -0%
Canada Life
58
Canada Life
Manitoba, Canada
$68.4M +$2.16M +50,323 +3%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$68.2M +$2M +46,675 +3%
Barclays
60
Barclays
United Kingdom
$67.2M +$2.51M +58,639 +4%
CS
61
Credit Suisse
Switzerland
$67M -$4.23M -98,681 -6%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$61.7M +$587K +13,698 +1%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$60.3M +$965K +22,498 +2%
LP
64
LMR Partners
United Kingdom
$60M +$15.3M +355,934 +37%
MHI
65
Miller Howard Investments
New York
$54.3M -$1.66M -38,674 -3%
SEI Investments
66
SEI Investments
Pennsylvania
$52.6M -$843K -19,667 -2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$52.5M -$829K -19,331 -2%
JCM
68
Junto Capital Management
New York
$51.9M +$48.9M +1,141,030 New
HSBC Holdings
69
HSBC Holdings
United Kingdom
$51.4M +$12M +280,794 +33%
JP Morgan Chase
70
JP Morgan Chase
New York
$50.9M +$701K +16,346 +1%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$50.4M -$536K -12,502 -1%
NRCM
72
North Reef Capital Management
California
$50.1M +$47.2M +1,100,327 New
BIP
73
Brandes Investment Partners
California
$48.6M -$7.63M -177,895 -14%
AQR Capital Management
74
AQR Capital Management
Connecticut
$48.1M +$16.1M +375,310 +55%
MGIM
75
M&G Investment Management
United Kingdom
$47.7M -$663K -15,454 -1%

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.