We are live on ! Find out more
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
DWP
926
Destiny Wealth Partners
Florida
$27K
BSWA
927
Bromfield Sneider Wealth Advisors
Massachusetts
$26K
HFM
928
Harvest Fund Management
China
$26K
HWA
929
HHM Wealth Advisors
Tennessee
$26K
HBW
930
Hazlett, Burt & Watson
West Virginia
$26K +$16.8K +394 +132%
AWM
931
Avior Wealth Management
Nebraska
$26K +$29.4K +689 New
EW
932
Evoke Wealth
California
$25K -$256 -6 -0.9%
GM
933
GeoWealth Management
Illinois
$24K +$4.35K +102 +19%
MFA
934
McClarren Financial Advisors
Pennsylvania
$24K +$26.9K +632 New
JWM
935
Janiczek Wealth Management
Colorado
$23K -$13.9K -327 -36%
EIP
936
Ellis Investment Partners
Pennsylvania
$23K +$4.43K +104 +20%
HIA
937
Harbor Investment Advisory
Maryland
$22K -$1.92K -45 -7%
WA
938
Win Advisors
Florida
$22K -$341 -8 -1%
Bank of Montreal
939
Bank of Montreal
Ontario, Canada
$21.1K -$14.8M -347,332 -39%
MCM
940
MV Capital Management
Maryland
$21K -$3.62K -85 -14%
BWA
941
BDO Wealth Advisors
Florida
$21K
FWA
942
FSC Wealth Advisors
New York
$21K
WT
943
Washington Trust
Rhode Island
$21K +$6.27K +147 +37%
ACM
944
AUA Capital Management
Pennsylvania
$20K
BWP
945
Baldwin Wealth Partners
Massachusetts
$20K
CH
946
Canton Hathaway
Rhode Island
$20K
BBHC
947
Brown Brothers Harriman & Co
New York
$19K -$12K -281 -36%
HNWAG
948
High Net Worth Advisory Group
Florida
$19K
MSFP
949
Mark Sheptoff Financial Planning
Connecticut
$19K
TC
950
Tacita Capital
Ontario, Canada
$19K

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.