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BNY

Bank of New York Mellon

1,030 hedge funds and large institutions have $26.1B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 390 increasing their positions, 357 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 357

0.06% more ownership

Funds ownership: 83.86%83.92% (+0.06%)

2% less funds holding

Funds holding: 1,0541,030 (-24)

7% less capital invested

Capital invested by funds: $28.2B → $26.1B (-$2.11B)

12% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 90

18% less call options, than puts

Call options by funds: $102M | Put options by funds: $124M

Holders
1,030
Holders Change
-24
Holders Change %
-2.28%
% of All Funds
17.74%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
390
Reduced
357
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
976
Financial Management Professionals
Texas
$12K +$597 +14 +5%
CAL
977
Capital Advisors Ltd
Ohio
$12K +$2.94K +69 +28%
TFGT
978
TS Financial Group (TSFG)
Illinois
$12K +$12.8K +300 New
RTC
979
Riverview Trust Company
Washington
$12K +$12.8K +301 New
SC
980
SouthState Corp
Florida
$11K
PP
981
PFS Partners
New Jersey
$10.9K
SIC
982
Salem Investment Counselors
North Carolina
$10K
BWL
983
Bogart Wealth LLC
Virginia
$9K -$5.67K -133 -37%
ADL
984
Asset Dedication LLC
California
$9K
LF
985
Lee Financial
Texas
$8K -$3.67K -86 -29%
LFG
986
Larson Financial Group
Missouri
$8K
CAC
987
Core Alternative Capital
Georgia
$8K +$43 +1 +0.5%
HGERS
988
Householder Group Estate & Retirement Specialist
Arizona
$8K +$9.42K +221 New
PB
989
Pinnacle Bancorp
Nebraska
$7K
TIM
990
Tortoise Investment Management
New York
$7K
SC
991
Schubert & Co
Texas
$7K +$2.43K +57 +44%
RWM
992
Raffa Wealth Management
District of Columbia
$6.47K
GTAM
993
Global Trust Asset Management
Florida
$6K
IBOK
994
Independence Bank of Kentucky
Kentucky
$6K
TH
995
TCTC Holdings
Texas
$6K
PFT
996
Providence First Trust
Arizona
$6K +$6.39K +150 New
PI
997
PFS Investments
Georgia
$5.68K +$141K +3,307 +2%
CFD
998
Creative Financial Designs
Indiana
$5K -$3.15K -74 -35%
CA
999
Crewe Advisors
Utah
$5K +$5.46K +128 New
KFI
1000
Key Financial Inc
Pennsylvania
$4K

BNY Hedge Fund Activity: Q3 2022 in Review

1,030 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2022, worth a combined $26.1B — down 7.5% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BNY and 79 opened new positions — a net loss of 11 holders — while 357 trimmed existing stakes and 390 added.

The largest buyer was Millennium Management, adding an estimated $200M. The largest seller was Berkshire Hathaway, cutting an estimated $433M.

  • 1,030 institutional investors held Bank of New York Mellon (BNY) as of Q3 2022, down from 1,054 in Q2 2022.
  • Funds reported $26.1B of Bank of New York Mellon stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q3 2022 and 90 closed out, a net change of -11 holders.
  • The largest Bank of New York Mellon buyer in Q3 2022 was Millennium Management, an estimated $200M added.
  • The largest Bank of New York Mellon seller in Q3 2022 was Berkshire Hathaway, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2022.