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BNY

Bank of New York Mellon

1,052 hedge funds and large institutions have $36.2B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 358 increasing their positions, 399 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

2% less capital invested

Capital invested by funds: $36.9B → $36.2B (-$778M)

1.56% less ownership

Funds ownership: 82.63%81.07% (-1.6%)

3% less funds holding

Funds holding: 1,0801,052 (-28)

10% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 399

19% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 86

19% less call options, than puts

Call options by funds: $166M | Put options by funds: $204M

Holders
1,052
Holders Change
-28
Holders Change %
-2.59%
% of All Funds
18.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
358
Reduced
399
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
926
Atwood & Palmer
Missouri
$55K
BWM
927
Baystate Wealth Management
Massachusetts
$55K +$312 +6 +0.6%
SAM
928
Strategic Asset Management
Minnesota
$55K +$52.6K +1,012 New
MC
929
Maverick Capital
Texas
$54K -$1.03M -19,723 -95%
PK
930
Pflug Koory
Nebraska
$54K -$23.4K -450 -30%
SCA
931
Stonebridge Capital Advisors
Minnesota
$53K -$42.3K -814 -44%
BCM
932
Bourgeon Capital Management
Connecticut
$52K
MCA
933
Mercer Capital Advisers
New Jersey
$52K
PSB
934
Piscataqua Savings Bank
New Hampshire
$51K
PMFA
935
Plante Moran Financial Advisors
Michigan
$50K +$8.47K +163 +20%
UFF
936
USA Financial Formulas
Michigan
$49K -$5.2K -100 -9%
TI
937
Truehand Inc
New Hampshire
$49K
ATC
938
Adirondack Trust Company
New York
$48K -$5.72K -110 -12%
SWA
939
SOA Wealth Advisors
New York
$48K +$24.3K +468 +101%
CWM
940
Cranbrook Wealth Management
Michigan
$47K
AssetMark Inc
941
AssetMark Inc
California
$45K -$2.81K -54 -6%
ETC
942
Exchange Traded Concepts
Oklahoma
$44K -$212K -4,073 -83%
LAS
943
Lloyd Advisory Services
Georgia
$44K -$3.12K -60 -7%
EWM
944
Evermay Wealth Management
Virginia
$43K -$2.6K -50 -6%
WWM
945
Wolff Wiese Magana
California
$43K -$1.09K -21 -2%
EWM
946
Edge Wealth Management
New York
$43K +$312 +6 +0.7%
BFC
947
Bedel Financial Consulting
Indiana
$42K
DA
948
Denali Advisors
California
$41K -$15.6K -300 -27%
SCM
949
Silvant Capital Management
Georgia
$40K
FF
950
FourThought Financial
Florida
$39K

BNY Hedge Fund Activity: Q3 2021 in Review

1,052 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2021, worth a combined $36.2B — down 2.1% from $36.9B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BNY and 70 opened new positions — a net loss of 16 holders — while 399 trimmed existing stakes and 358 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $128M. The largest seller was Longview Partners, cutting an estimated $146M.

  • 1,052 institutional investors held Bank of New York Mellon (BNY) as of Q3 2021, down from 1,080 in Q2 2021.
  • Funds reported $36.2B of Bank of New York Mellon stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 70 funds opened new Bank of New York Mellon positions in Q3 2021 and 86 closed out, a net change of -16 holders.
  • The largest Bank of New York Mellon buyer in Q3 2021 was T. Rowe Price Associates, an estimated $128M added.
  • The largest Bank of New York Mellon seller in Q3 2021 was Longview Partners, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.