Bank of New York Mellon
BNY
1,128 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 436 increasing their positions, 367 reducing their positions, and 87 closing their positions.
36% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 87
19% more repeat investments, than reductions
Existing positions increased: 436 | Existing positions reduced: 367
1% more funds holding
Funds holding: 1,121 → 1,128 (+7)
3% less capital invested
Capital invested by funds: $31B → $29.9B (-$1.07B)
2.25% less ownership
Funds ownership: 83.97% → 81.73% (-2.2%)
25% less call options, than puts
Call options by funds: $171M | Put options by funds: $228M
43% less funds holding in top 10
Funds holding in top 10: 21 → 12 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$212M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$210M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$143M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120M |
| 5 |
D.E. Shaw & Co
New York
|
+$86.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$1.14B |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$181M |
| 3 |
Millennium Management
New York
|
-$180M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$145M |
| 5 |
HAM
HoldCo Asset Management
Fort Lauderdale,
Florida
|
-$109M |
BNY Hedge Fund Activity: Q1 2023 in Review
1,128 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2023, worth a combined $29.9B — down 3.5% from $31B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new BNY positions and 87 closed out — a net gain of 31 holders — while 436 added to existing stakes and 367 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $212M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $1.14B sold.
- 1,128 institutional investors held Bank of New York Mellon (BNY) as of Q1 2023, up from 1,121 in Q4 2022.
- Funds reported $29.9B of Bank of New York Mellon stock for Q1 2023, down 3.5% quarter-over-quarter.
- 118 funds opened new Bank of New York Mellon positions in Q1 2023 and 87 closed out, a net change of +31 holders.
- The largest Bank of New York Mellon buyer in Q1 2023 was Fidelity Investments, an estimated $212M added.
- The largest Bank of New York Mellon seller in Q1 2023 was Berkshire Hathaway, an estimated $1.14B sold.
Based on aggregated 13F filings for Q1 2023.