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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 367 increasing their positions, 440 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $157M | Put options by funds: $126M

0.53% more ownership

Funds ownership: 81.73%82.26% (+0.53%)

3% less capital invested

Capital invested by funds: $29.9B → $28.9B (-$1.01B)

4% less funds holding

Funds holding: 1,1281,080 (-48)

17% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 440

37% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 116

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
1,080
Holders Change
-48
Holders Change %
-4.26%
% of All Funds
16.95%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
367
Reduced
440
Closed
116
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
976
GeoWealth Management
Illinois
$24K +$2.15K +50 +10%
LFG
977
Larson Financial Group
Missouri
$23.4K +$4.51K +105 +25%
CPG
978
Cornerstone Planning Group
New Jersey
$23.4K +$22.6K +526 New
MIH
979
Meitav Investment House
Israel
$22.6K +$154K +3,584 New
BBHC
980
Brown Brothers Harriman & Co
New York
$22.4K
MSFP
981
Mark Sheptoff Financial Planning
Connecticut
$22.3K
ZB
982
Zions Bancorporation
Utah
$20.8K -$1.33K -31 -6%
JWM
983
Janiczek Wealth Management
Colorado
$20.8K
VLKIM
984
Van Lanschot Kempen Investment Management
Netherlands
$19.8K
BONH
985
Bank of New Hampshire
New Hampshire
$19.7K
SWA
986
SOA Wealth Advisors
New York
$19.2K +$172 +4 +0.9%
HIA
987
Harbor Investment Advisory
Maryland
$18.2K
WT
988
Washington Trust
Rhode Island
$17.8K -$6.31K -147 -27%
KLWA
989
Kelly Lawrence W & Associates
California
$17.7K
FSWA
990
Financial Synergies Wealth Advisors
Texas
$17.5K +$129 +3 +0.8%
BIA
991
Bell Investment Advisors
California
$17.4K -$1.5K -35 -8%
CMA
992
Cedar Mountain Advisors
Oregon
$17.3K +$1.46K +34 +10%
GI
993
Gradient Investments
Minnesota
$17.1K +$1.29K +30 +8%
ACA
994
Atlas Capital Advisors
Wyoming
$17K
MFA
995
McClarren Financial Advisors
Pennsylvania
$17K -$10.6K -246 -39%
VCM
996
Versant Capital Management
Arizona
$16.6K +$1.5K +35 +10%
PI
997
PineBridge Investments
New York
$16.5K -$144K -3,366 -90%
BWS
998
Buck Wealth Strategies
Colorado
$15.9K +$15.3K +357 New
AP
999
Atwood & Palmer
Missouri
$15.8K
SWA
1000
Sutton Wealth Advisors
Florida
$15.6K

BNY Hedge Fund Activity: Q2 2023 in Review

1,080 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2023, worth a combined $28.9B — down 3.4% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of BNY and 73 opened new positions — a net loss of 43 holders — while 440 trimmed existing stakes and 367 added.

The largest buyer was Norges Bank, adding an estimated $141M. The largest seller was Fayez Sarofim & Co, cutting an estimated $128M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2023, down from 1,128 in Q1 2023.
  • Funds reported $28.9B of Bank of New York Mellon stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 73 funds opened new Bank of New York Mellon positions in Q2 2023 and 116 closed out, a net change of -43 holders.
  • The largest Bank of New York Mellon buyer in Q2 2023 was Norges Bank, an estimated $141M added.
  • The largest Bank of New York Mellon seller in Q2 2023 was Fayez Sarofim & Co, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2023.