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BNY

Bank of New York Mellon

1,052 hedge funds and large institutions have $36.2B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 358 increasing their positions, 399 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

2% less capital invested

Capital invested by funds: $36.9B → $36.2B (-$778M)

1.56% less ownership

Funds ownership: 82.63%81.07% (-1.6%)

3% less funds holding

Funds holding: 1,0801,052 (-28)

10% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 399

19% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 86

19% less call options, than puts

Call options by funds: $166M | Put options by funds: $204M

Holders
1,052
Holders Change
-28
Holders Change %
-2.59%
% of All Funds
18.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
358
Reduced
399
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
976
Koshinski Asset Management
Illinois
$22.1K +$22.2K +427 New
SIM
977
Sonora Investment Management
Arizona
$21K -$4.05K -78 -16%
KLWA
978
Kelly Lawrence W & Associates
California
$21K
PP
979
PrairieView Partners
Minnesota
$21K
BIA
980
Bell Investment Advisors
California
$21K +$20.8K +400 New
CCC
981
Crescent Capital Consulting
Louisiana
$20K
Jones Financial Companies
982
Jones Financial Companies
Missouri
$20K
TF
983
Tompkins Financial
New York
$20K +$19.6K +377 New
TFO
984
Tarbox Family Office
California
$19K
MFA
985
McClarren Financial Advisors
Pennsylvania
$19K +$104 +2 +0.5%
ACA
986
Atlas Capital Advisors
Wyoming
$18.7K +$5.77K +111 +44%
GAM
987
Gemmer Asset Management
California
$18K -$2.23K -43 -11%
SWM
988
Sugarloaf Wealth Management
Georgia
$18K
ADL
989
Asset Dedication LLC
California
$18K +$52 +1 +0.3%
PGAM
990
Princeton Global Asset Management
New Jersey
$17K
CMA
991
Cedar Mountain Advisors
Oregon
$16K -$780 -15 -5%
CCA
992
Column Capital Advisors
Indiana
$16K
EARNEST Partners
993
EARNEST Partners
Georgia
$16K
EWM
994
Endurance Wealth Management
Rhode Island
$16K
HFS
995
HBC Financial Services
Washington
$16K +$104 +2 +0.7%
AAP
996
Arax Advisory Partners
Colorado
$16K +$16.2K +311 New
VCM
997
Versant Capital Management
Arizona
$15K
EIP
998
Ellis Investment Partners
Pennsylvania
$15K +$5.3K +102 +51%
Twin Tree Management
999
Twin Tree Management
Texas
$12K -$3.78M -72,704 -100%
FCB
1000
First Command Bank
Texas
$12K -$18.7K -359 -60%

BNY Hedge Fund Activity: Q3 2021 in Review

1,052 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2021, worth a combined $36.2B — down 2.1% from $36.9B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BNY and 70 opened new positions — a net loss of 16 holders — while 399 trimmed existing stakes and 358 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $128M. The largest seller was Longview Partners, cutting an estimated $146M.

  • 1,052 institutional investors held Bank of New York Mellon (BNY) as of Q3 2021, down from 1,080 in Q2 2021.
  • Funds reported $36.2B of Bank of New York Mellon stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 70 funds opened new Bank of New York Mellon positions in Q3 2021 and 86 closed out, a net change of -16 holders.
  • The largest Bank of New York Mellon buyer in Q3 2021 was T. Rowe Price Associates, an estimated $128M added.
  • The largest Bank of New York Mellon seller in Q3 2021 was Longview Partners, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.