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BNY

Bank of New York Mellon

1,143 hedge funds and large institutions have $33.6B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 403 increasing their positions, 390 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% more ownership

Funds ownership: 82%83.88% (+1.9%)

7% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 111

3% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 390

1% less funds holding

Funds holding: 1,1531,143 (-10)

14% less capital invested

Capital invested by funds: $39.2B → $33.6B (-$5.68B)

31% less call options, than puts

Call options by funds: $103M | Put options by funds: $150M

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
1,143
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
18.03%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
403
Reduced
390
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$44.8M -$2.95M -51,859 -5%
SEI Investments
77
SEI Investments
Pennsylvania
$44M +$2.34M +41,178 +5%
Principal Financial Group
78
Principal Financial Group
Iowa
$42.8M -$1.86M -32,772 -4%
Citadel Advisors
79
Citadel Advisors
Florida
$41.1M +$37.6M +661,180 +397%
Millennium Management
80
Millennium Management
New York
$41M -$47.9M -842,368 -50%
Federated Hermes
81
Federated Hermes
Pennsylvania
$40.7M +$15.5M +273,206 +50%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$40.6M -$1.78M -31,383 -4%
Qube Research & Technologies (QRT)
83
Qube Research & Technologies (QRT)
United Kingdom
$40.5M +$46.4M +816,111 New
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$40.3M -$11M -194,135 -19%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$37M +$3.59M +63,175 +9%
MHI
86
Miller Howard Investments
New York
$36.9M -$11.8M -207,717 -22%
GC
87
Gillson Capital
Illinois
$36.1M +$41.3M +726,613 New
ZIM
88
Zacks Investment Management
Illinois
$35.6M +$5.23M +91,923 +15%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$35.1M -$820K -14,416 -2%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$35M +$11.7M +205,007 +41%
SAM
91
Storebrand Asset Management
Norway
$34.9M +$597K +10,492 +2%
PCM
92
Prana Capital Management
Connecticut
$34.2M +$39.2M +689,615 New
ST
93
Sabal Trust
Florida
$33.2M +$492K +8,651 +1%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$32.9M +$8.11M +142,721 +28%
MIS
95
Morningstar Investment Services
Illinois
$32.7M +$743K +13,075 +2%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$32.4M +$290K +5,093 +0.8%
Citigroup
97
Citigroup
New York
$32.1M -$4.96M -87,290 -12%
DIA
98
Dana Investment Advisors
Wisconsin
$31.7M +$1.8M +31,715 +5%
CIM
99
Corda Investment Management
Texas
$31.5M +$896K +15,760 +3%
SFM
100
Stack Financial Management
Montana
$31.4M +$231K +4,054 +0.6%

BNY Hedge Fund Activity: Q1 2022 in Review

1,143 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2022, worth a combined $33.6B — down 14% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BNY positions and 111 closed out — a net gain of 8 holders — while 403 added to existing stakes and 390 trimmed.

The largest buyer was Ameriprise, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $224M.

  • 1,143 institutional investors held Bank of New York Mellon (BNY) as of Q1 2022, down from 1,153 in Q4 2021.
  • Funds reported $33.6B of Bank of New York Mellon stock for Q1 2022, down 14% quarter-over-quarter.
  • 119 funds opened new Bank of New York Mellon positions in Q1 2022 and 111 closed out, a net change of +8 holders.
  • The largest Bank of New York Mellon buyer in Q1 2022 was Ameriprise, an estimated $124M added.
  • The largest Bank of New York Mellon seller in Q1 2022 was Invesco, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.