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BNY

Bank of New York Mellon

1,121 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 372 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 65

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

19% more capital invested

Capital invested by funds: $26.1B → $31B (+$4.92B)

9% more funds holding

Funds holding: 1,0301,121 (+91)

0.05% more ownership

Funds ownership: 83.92%83.97% (+0.05%)

1% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 376

7% less call options, than puts

Call options by funds: $148M | Put options by funds: $159M

Holders
1,121
Holders Change
+91
Holders Change %
+8.83%
% of All Funds
18.01%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
175
Increased
372
Reduced
376
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
76
Federated Hermes
Pennsylvania
$45.9M +$7.4M +172,517 +21%
BNP Paribas Asset Management
77
BNP Paribas Asset Management
France
$45M +$5.87M +136,915 +16%
ACL
78
Azora Capital LP
Florida
$44.5M +$42M +978,187 New
SSA
79
Schonfeld Strategic Advisors
New York
$43.9M +$20.5M +477,361 +98%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$43.3M +$12.2M +283,943 +43%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$42.6M -$1.32M -30,820 -3%
Principal Financial Group
82
Principal Financial Group
Iowa
$40.2M -$1.38M -32,191 -4%
PAM
83
Panagora Asset Management
Massachusetts
$38.7M +$19M +444,062 +109%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$38.6M -$1.09M -25,461 -3%
AIMCA
85
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38.2M -$3.6M -83,983 -9%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$37.8M -$604K -14,090 -2%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$37M +$11.8M +276,039 +52%
PMG
88
Private Management Group
California
$36.8M -$276K -6,430 -0.8%
Man Group
89
Man Group
United Kingdom
$36.6M +$27.4M +639,361 +388%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$36.6M +$2.12M +49,422 +7%
TBC
91
Tweedy, Browne Co
Connecticut
$36.5M -$29.5M -688,617 -46%
Aberdeen Group
92
Aberdeen Group
United Kingdom
$36.3M +$2.35M +54,731 +7%
Allspring Global Investments
93
Allspring Global Investments
North Carolina
$36.2M +$21.1M +491,130 +161%
Aviva
94
Aviva
United Kingdom
$35.6M +$8.44M +196,743 +34%
ZIM
95
Zacks Investment Management
Illinois
$35.6M +$108K +2,524 +0.3%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$35.5M +$4.37M +101,965 +15%
CIM
97
Corda Investment Management
Texas
$35M -$67.2K -1,567 -0.2%
Robeco Institutional Asset Management
98
Robeco Institutional Asset Management
Netherlands
$34.8M +$11.9M +277,863 +57%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$33.3M +$365K +8,500 +1%
ST
100
Sabal Trust
Florida
$32.7M +$310K +7,222 +1%

BNY Hedge Fund Activity: Q4 2022 in Review

1,121 of the 6,225 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2022, worth a combined $31B — up 19% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new BNY positions and 65 closed out — a net gain of 110 holders — while 372 added to existing stakes and 376 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $284M. The largest seller was Berkshire Hathaway, cutting an estimated $1.59B.

  • 1,121 institutional investors held Bank of New York Mellon (BNY) as of Q4 2022, up from 1,030 in Q3 2022.
  • Funds reported $31B of Bank of New York Mellon stock for Q4 2022, up 19% quarter-over-quarter.
  • 175 funds opened new Bank of New York Mellon positions in Q4 2022 and 65 closed out, a net change of +110 holders.
  • The largest Bank of New York Mellon buyer in Q4 2022 was Citadel Advisors, an estimated $284M added.
  • The largest Bank of New York Mellon seller in Q4 2022 was Berkshire Hathaway, an estimated $1.59B sold.

Based on aggregated 13F filings for Q4 2022.