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BNY

Bank of New York Mellon

1,153 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 352 increasing their positions, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 55

10% more funds holding

Funds holding: 1,0521,153 (+101)

9% more capital invested

Capital invested by funds: $36.2B → $39.2B (+$3.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.94% more ownership

Funds ownership: 81.07%82% (+0.94%)

12% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 398

41% less call options, than puts

Call options by funds: $153M | Put options by funds: $261M

Holders
1,153
Holders Change
+101
Holders Change %
+9.6%
% of All Funds
17.74%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.35%
New
171
Increased
352
Reduced
398
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
76
DZ Bank
Germany
$48.2M -$5.44M -94,532 -10%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$47.2M -$9.37M -163,019 -17%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$45.1M -$3.53M -61,421 -7%
BNP Paribas Asset Management
79
BNP Paribas Asset Management
France
$44.1M +$18.1M +314,418 +71%
Citigroup
80
Citigroup
New York
$42.7M -$2.56M -44,591 -6%
HAM
81
HoldCo Asset Management
Florida
$42.4M
Schroder Investment Management Group
82
Schroder Investment Management Group
United Kingdom
$42.1M +$17.7M +307,856 +74%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$41.9M +$577K +10,027 +1%
SAM
84
Storebrand Asset Management
Norway
$40.3M +$461K +8,011 +1%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$40.1M +$39.8M +691,273 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$39.6M +$1.3M +22,596 +3%
ST
87
Sabal Trust
Florida
$38.4M -$105K -1,829 -0.3%
HP
88
Hikari Power
Japan
$38.3M -$851K -14,800 -2%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$37.6M +$11.9M +207,513 +47%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$37.3M +$29.6K +514 +0.1%
MSV
91
MN Services Vermogensbeheer
Netherlands
$37M +$903K +15,700 +3%
SFM
92
Stack Financial Management
Montana
$36.5M -$11.5K -200 -0%
ZIM
93
Zacks Investment Management
Illinois
$36.3M +$35.9M +624,523 New
CIM
94
Corda Investment Management
Texas
$35.9M -$246K -4,276 -0.7%
TFA
95
Tobias Financial Advisors
Florida
$35.9M +$35.6M +618,400 New
MIS
96
Morningstar Investment Services
Illinois
$35.6M +$144K +2,505 +0.4%
DIA
97
Dana Investment Advisors
Wisconsin
$35.3M -$2.02M -35,104 -5%
GT
98
Glenmede Trust
Pennsylvania
$34.7M -$27.4K -477 -0.1%
SDIC
99
South Dakota Investment Council
South Dakota
$34.4M -$319K -5,540 -0.9%
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$33.9M -$157K -2,736 -0.5%

BNY Hedge Fund Activity: Q4 2021 in Review

1,153 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2021, worth a combined $39.2B — up 8.5% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new BNY positions and 55 closed out — a net gain of 116 holders — while 352 added to existing stakes and 398 trimmed.

The largest buyer was Millennium Management, adding an estimated $89.4M. The largest seller was American Century Companies, cutting an estimated $176M.

  • 1,153 institutional investors held Bank of New York Mellon (BNY) as of Q4 2021, up from 1,052 in Q3 2021.
  • Funds reported $39.2B of Bank of New York Mellon stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 171 funds opened new Bank of New York Mellon positions in Q4 2021 and 55 closed out, a net change of +116 holders.
  • The largest Bank of New York Mellon buyer in Q4 2021 was Millennium Management, an estimated $89.4M added.
  • The largest Bank of New York Mellon seller in Q4 2021 was American Century Companies, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2021.