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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
GF
51
Gabelli Funds
New York
$77.7M -$262K -6,100 -0.3%
Canada Life
52
Canada Life
Manitoba, Canada
$75.2M +$6.82M +158,816 +10%
CS
53
Credit Suisse
Switzerland
$74.3M +$757K +17,642 +1%
MC
54
Maverick Capital
Texas
$70.5M +$67.4M +1,571,613 +12,549%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$69.6M +$2.53M +59,035 +4%
National Pension Service
56
National Pension Service
South Korea
$68.7M +$10.6M +247,360 +19%
UBS Group
57
UBS Group
Switzerland
$66.9M -$1.48M -34,449 -2%
BIP
58
Brandes Investment Partners
California
$66.5M +$604K +14,080 +1%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$66.3M +$828K +19,292 +1%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$66.2M -$38.9M -906,409 -38%
Ameriprise
61
Ameriprise
Minnesota
$64.9M -$4.92M -114,617 -7%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$61M +$1.25M +29,088 +2%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$60.7M -$4.68M -108,994 -7%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$59.2M -$3.64M -84,909 -6%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$58.4M -$50.7K -1,182 -0.1%
MGIM
66
M&G Investment Management
United Kingdom
$58.4M -$7.97M -185,717 -13%
Canada Pension Plan Investment Board
67
Canada Pension Plan Investment Board
Ontario, Canada
$57.7M +$18.3M +427,531 +49%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$56.8M +$8.04M +187,340 +17%
JP Morgan Chase
69
JP Morgan Chase
New York
$54.7M +$11.5M +267,805 +28%
AllianceBernstein
70
AllianceBernstein
Tennessee
$51.6M +$1.1M +25,583 +2%
MHI
71
Miller Howard Investments
New York
$50.4M +$359K +8,364 +0.7%
Toronto Dominion Bank
72
Toronto Dominion Bank
Ontario, Canada
$49.2M +$25.1M +584,707 +112%
SEI Investments
73
SEI Investments
Pennsylvania
$48.9M -$1.12M -26,068 -2%
Federated Hermes
74
Federated Hermes
Pennsylvania
$48.2M -$681K -15,881 -1%
Man Group
75
Man Group
United Kingdom
$47.4M +$45.7M +1,065,783 New

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.