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BNY

Bank of New York Mellon

1,153 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 352 increasing their positions, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 55

10% more funds holding

Funds holding: 1,0521,153 (+101)

9% more capital invested

Capital invested by funds: $36.2B → $39.2B (+$3.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.94% more ownership

Funds ownership: 81.07%82% (+0.94%)

12% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 398

41% less call options, than puts

Call options by funds: $153M | Put options by funds: $261M

Holders
1,153
Holders Change
+101
Holders Change %
+9.6%
% of All Funds
17.74%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.35%
New
171
Increased
352
Reduced
398
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1001
Lindbrook Capital
California
$74K +$41.9K +729 +135%
WT
1002
Washington Trust
Rhode Island
$73K -$195K -3,387 -73%
SBL
1003
Sargent Bickham Lagudis
Colorado
$73K
CA
1004
CoreCap Advisors
Michigan
$72K +$71.1K +1,236 New
PCFFS
1005
Pacific Center for Financial Services
California
$71K
CFO
1006
CVA Family Office
Colorado
$70K +$69K +1,200 New
CBT
1007
CoreFirst Bank & Trust
Kansas
$68K
COCM
1008
Charter Oak Capital Management
New Hampshire
$67K
CA
1009
Clearstead Advisors
Ohio
$66K -$9.95K -173 -13%
FCFS
1010
First Command Financial Services
Texas
$66K +$51.8K +900 +375%
MGIM
1011
M&G Investment Management
United Kingdom
$64.1K -$57.8M -1,004,914 -48%
LWCFA
1012
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K
SOW
1013
State of Wyoming
Wyoming
$63K -$58 -1 -0.1%
BWM
1014
Baystate Wealth Management
Massachusetts
$62K +$288 +5 +0.5%
AP
1015
Atwood & Palmer
Missouri
$61K
PK
1016
Pflug Koory
Nebraska
$61K
SCA
1017
Stonebridge Capital Advisors
Minnesota
$59K +$58 +1 +0.1%
SAM
1018
Strategic Asset Management
Minnesota
$59K +$345 +6 +0.6%
FCT
1019
First Community Trust
Iowa
$58.1K +$57.5K +1,000 New
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K -$31.2K -543 -35%
BCM
1021
Bourgeon Capital Management
Connecticut
$58K
PSB
1022
Piscataqua Savings Bank
New Hampshire
$57K
GFPC
1023
Global Financial Private Client
Florida
$57K -$52.2K -907 -48%
AWM
1024
AllSquare Wealth Management
New York
$56K -$8.57K -149 -13%
PMFA
1025
Plante Moran Financial Advisors
Michigan
$56K

BNY Hedge Fund Activity: Q4 2021 in Review

1,153 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2021, worth a combined $39.2B — up 8.5% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new BNY positions and 55 closed out — a net gain of 116 holders — while 352 added to existing stakes and 398 trimmed.

The largest buyer was Millennium Management, adding an estimated $89.4M. The largest seller was American Century Companies, cutting an estimated $176M.

  • 1,153 institutional investors held Bank of New York Mellon (BNY) as of Q4 2021, up from 1,052 in Q3 2021.
  • Funds reported $39.2B of Bank of New York Mellon stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 171 funds opened new Bank of New York Mellon positions in Q4 2021 and 55 closed out, a net change of +116 holders.
  • The largest Bank of New York Mellon buyer in Q4 2021 was Millennium Management, an estimated $89.4M added.
  • The largest Bank of New York Mellon seller in Q4 2021 was American Century Companies, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2021.