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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
FCFS
1001
First Command Financial Services
Texas
$12K -$18.7K -359 -60%
BWL
1002
Bogart Wealth LLC
Virginia
$12K
TAM
1003
Tucker Asset Management
Colorado
$11.8K
FPS
1004
Fieldpoint Private Securities
Connecticut
$11K +$11.2K +215 New
Capstone Investment Advisors
1005
Capstone Investment Advisors
New York
$11K +$11.4K +220 New
BFG
1006
Baron Financial Group
New Jersey
$10.8K -$2.6K -50 -19%
AWA
1007
Arkadios Wealth Advisors
Georgia
$10K -$21.8K -420 -68%
HFA
1008
HC Financial Advisors
California
$10K
LF
1009
Lee Financial
Texas
$10K
MPWT
1010
MassMutual Private Wealth & Trust
Connecticut
$10K
PB
1011
Pinnacle Bancorp
Nebraska
$10K
SIS
1012
Sound Income Strategies
Florida
$10K
TCM
1013
Tradewinds Capital Management
Washington
$10K
VRM
1014
Vectors Research Management
New York
$10K
RA
1015
Resolute Advisors
California
$9K
TIM
1016
Tortoise Investment Management
New York
$9K
RTL
1017
Red Tortoise LLC
Georgia
$9K +$12.2K +235 New
RWM
1018
Raffa Wealth Management
District of Columbia
$8.71K
EWA
1019
Evolution Wealth Advisors
Florida
$8K
IBOK
1020
Independence Bank of Kentucky
Kentucky
$8K
CFD
1021
Creative Financial Designs
Indiana
$8K +$8.21K +158 New
RCG
1022
Rock Creek Group
District of Columbia
$7K -$16.6K -320 -71%
GLLW
1023
Graves Light Lenhart Wealth
Virginia
$7K
SIAP
1024
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K +$6.91K +133 New
SSC
1025
Syverson Strege & Co
Iowa
$7K +$7.07K +136 New

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.