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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
MPWT
951
MassMutual Private Wealth & Trust
Connecticut
$19K +$7.08K +166 +49%
AA
952
Addison Advisors
Vermont
$18K +$5.33K +125 +36%
BIA
953
Bell Investment Advisors
California
$17K -$512 -12 -3%
BONH
954
Bank of New Hampshire
New Hampshire
$17K
DFCM
955
Dark Forest Capital Management
Puerto Rico
$17K +$18.9K +443 New
SWA
956
SOA Wealth Advisors
New York
$16K -$853 -20 -5%
KLWA
957
Kelly Lawrence W & Associates
California
$15K
PP
958
PrairieView Partners
Minnesota
$15K
LCM
959
Laurion Capital Management
New York
$15K +$17.1K +400 New
ACA
960
Atlas Capital Advisors
Wyoming
$14.7K -$7.8K -183 -32%
AP
961
Atwood & Palmer
Missouri
$14K -$29.8K -700 -66%
SWM
962
Sugarloaf Wealth Management
Georgia
$14K
CNBTD
963
Citizens National Bank Trust Department
Mississippi
$13K -$21.3K -499 -60%
VWM
964
Valley Wealth Managers
New Jersey
$13K -$2K -47 -12%
PGAM
965
Princeton Global Asset Management
New Jersey
$13K
AAP
966
Arax Advisory Partners
Colorado
$12K
CMA
967
Cedar Mountain Advisors
Oregon
$12K
CCA
968
Column Capital Advisors
Indiana
$12K
DAC
969
Dividend Assets Capital
South Carolina
$12K
EARNEST Partners
970
EARNEST Partners
Georgia
$12K
EWM
971
Endurance Wealth Management
Rhode Island
$12K
MUMSS
972
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K
PSB
973
Piscataqua Savings Bank
New Hampshire
$12K
VCM
974
Versant Capital Management
Arizona
$12K +$43 +1 +0.3%
HFS
975
HBC Financial Services
Washington
$12K +$128 +3 +1%

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.