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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
CT
951
Caldwell Trust
Florida
$38.4K
BG
952
Bollard Group
Massachusetts
$37K +$208 +4 +0.6%
WPA
953
West Paces Advisors
Georgia
$36.7K
FCA
954
FinTrust Capital Advisors
South Carolina
$36K
SNT
955
Security National Trust
West Virginia
$36K
DWP
956
Destiny Wealth Partners
Florida
$36K +$36.4K +700 New
HFM
957
Harvest Fund Management
China
$35K
BWA
958
BDO Wealth Advisors
Florida
$34K -$81.2K -1,562 -70%
SSB
959
Sandy Spring Bank
Maryland
$34K
OC
960
Oakworth Capital
Alabama
$32K
HIA
961
Harbor Investment Advisory
Maryland
$32K +$6.76K +130 +26%
GI
962
Gradient Investments
Minnesota
$31K +$156 +3 +0.5%
EW
963
Evoke Wealth
California
$30K
AP
964
Arlington Partners
Alabama
$30K +$30.6K +588 New
ZB
965
Zions Bancorporation
Utah
$29K +$1.98K +38 +7%
TFIPS
966
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.5K +$28.6K +550 New
LC
967
Lindbrook Capital
California
$28K +$2.81K +54 +11%
ACM
968
AUA Capital Management
Pennsylvania
$27K
BWP
969
Baldwin Wealth Partners
Massachusetts
$27K
CH
970
Canton Hathaway
Rhode Island
$27K +$27K +520 New
HWA
971
HHM Wealth Advisors
Tennessee
$26K
GM
972
GeoWealth Management
Illinois
$24K -$50.1K -963 -68%
RFA
973
Reilly Financial Advisors
California
$24K
MCM
974
MV Capital Management
Maryland
$24K +$4.16K +80 +21%
AIC
975
Archer Investment Corporation
Indiana
$22.6K

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.