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BNY

Bank of New York Mellon

1,030 hedge funds and large institutions have $26.1B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 390 increasing their positions, 357 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 357

0.06% more ownership

Funds ownership: 83.86%83.92% (+0.06%)

2% less funds holding

Funds holding: 1,0541,030 (-24)

7% less capital invested

Capital invested by funds: $28.2B → $26.1B (-$2.11B)

12% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 90

18% less call options, than puts

Call options by funds: $102M | Put options by funds: $124M

Holders
1,030
Holders Change
-24
Holders Change %
-2.28%
% of All Funds
17.74%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
390
Reduced
357
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
901
Pflug Koory
Nebraska
$42K -$213 -5 -0.5%
LWCFA
902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K
MGIM
903
M&G Investment Management
United Kingdom
$41.1K -$2.19M -51,325 -5%
DCM
904
Dupont Capital Management
Delaware
$41K -$394K -9,241 -90%
SCA
905
Stonebridge Capital Advisors
Minnesota
$41K +$1.45K +34 +3%
SAM
906
Strategic Asset Management
Minnesota
$40K +$341 +8 +0.8%
BCM
907
Bourgeon Capital Management
Connecticut
$39K
FMB
908
Field & Main Bank
Kentucky
$39K
FCT
909
First Community Trust
Iowa
$39K
GFPC
910
Global Financial Private Client
Florida
$38.9K
CI Investments Inc
911
CI Investments Inc
Ontario, Canada
$38K +$38K +891 +1,001%
BWM
912
Baystate Wealth Management
Massachusetts
$36K +$341 +8 +0.9%
EWA
913
EverSource Wealth Advisors
Alabama
$36K +$28.5K +668 +239%
FCB
914
First Command Bank
Texas
$35K -$6.35K -149 -14%
FCFS
915
First Command Financial Services
Texas
$35K -$6.35K -149 -14%
FCA
916
FinTrust Capital Advisors
South Carolina
$32K +$33.9K +794 New
PMFA
917
Plante Moran Financial Advisors
Michigan
$31K
GI
918
Gradient Investments
Minnesota
$31K +$14.5K +341 +74%
BFPW
919
BOK Financial Private Wealth
Colorado
$30K
SCM
920
Silvant Capital Management
Georgia
$30K
AssetMark Inc
921
AssetMark Inc
California
$29K -$1.92K -45 -6%
WWM
922
Wolff Wiese Magana
California
$29K -$554 -13 -2%
CT
923
Caldwell Trust
Florida
$28.5K
BG
924
Bollard Group
Massachusetts
$28K +$128 +3 +0.4%
WPA
925
West Paces Advisors
Georgia
$27.2K -$682 -16 -2%

BNY Hedge Fund Activity: Q3 2022 in Review

1,030 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2022, worth a combined $26.1B — down 7.5% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BNY and 79 opened new positions — a net loss of 11 holders — while 357 trimmed existing stakes and 390 added.

The largest buyer was Millennium Management, adding an estimated $200M. The largest seller was Berkshire Hathaway, cutting an estimated $433M.

  • 1,030 institutional investors held Bank of New York Mellon (BNY) as of Q3 2022, down from 1,054 in Q2 2022.
  • Funds reported $26.1B of Bank of New York Mellon stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q3 2022 and 90 closed out, a net change of -11 holders.
  • The largest Bank of New York Mellon buyer in Q3 2022 was Millennium Management, an estimated $200M added.
  • The largest Bank of New York Mellon seller in Q3 2022 was Berkshire Hathaway, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2022.