Bank of New York Mellon
BNY
1,083 hedge funds and large institutions have $27.4B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 381 increasing their positions, 395 reducing their positions, and 67 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
28% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 67
22% more call options, than puts
Call options by funds: $169M | Put options by funds: $139M
0% more funds holding
Funds holding: 1,080 → 1,083 (+3)
0.03% more ownership
Funds ownership: 82.26% → 82.29% (+0.03%)
4% less repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 395
5% less capital invested
Capital invested by funds: $28.9B → $27.4B (-$1.55B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$132M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$90.6M |
| 3 |
Amundi
Paris,
France
|
+$64M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$57.9M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$56.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$210M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$164M |
| 3 |
Millennium Management
New York
|
-$108M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$94.1M |
| 5 |
Fayez Sarofim & Co
Houston,
Texas
|
-$91.1M |
BNY Hedge Fund Activity: Q3 2023 in Review
1,083 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2023, worth a combined $27.4B — down 5.4% from $28.9B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new BNY positions and 67 closed out — a net gain of 19 holders — while 381 added to existing stakes and 395 trimmed.
The largest buyer was Bank of America, adding an estimated $132M. The largest seller was Fidelity Investments, cutting an estimated $210M.
- 1,083 institutional investors held Bank of New York Mellon (BNY) as of Q3 2023, up from 1,080 in Q2 2023.
- Funds reported $27.4B of Bank of New York Mellon stock for Q3 2023, down 5.4% quarter-over-quarter.
- 86 funds opened new Bank of New York Mellon positions in Q3 2023 and 67 closed out, a net change of +19 holders.
- The largest Bank of New York Mellon buyer in Q3 2023 was Bank of America, an estimated $132M added.
- The largest Bank of New York Mellon seller in Q3 2023 was Fidelity Investments, an estimated $210M sold.
Based on aggregated 13F filings for Q3 2023.