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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
MTIC
1001
Missouri Trust & Investment Company
Missouri
$4K
CWC
1002
Carolinas Wealth Consulting
North Carolina
$4K +$853 +20 +28%
ANBT
1003
American National Bank & Trust
Texas
$4K +$4.43K +104 New
BCPWM
1004
Bradley & Co Private Wealth Management
Florida
$3K
EIM
1005
Essex Investment Management
Massachusetts
$3K
HWMA
1006
Heritage Wealth Management (Arizona)
Arizona
$3K
TAM
1007
Tucker Asset Management
Colorado
$2.95K
CG
1008
Cutler Group
California
$2K -$250K -5,868 -99%
DI
1009
Disciplined Investments
Oklahoma
$2K
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
FF
1011
FourThought Financial
Florida
$2K +$2.52K +59 New
SIC
1012
SJS Investment Consulting
Ohio
$2K +$2.52K +59 New
TCWA
1013
Ten Capital Wealth Advisors
Washington
$2K +$2.64K +62 New
Cetera Investment Advisers
1014
Cetera Investment Advisers
Illinois
$2K +$1.01M +23,592 +66%
AWM
1015
Abound Wealth Management
Tennessee
$1.78K +$1.96K +46 New
MOS
1016
MGO One Seven
Ohio
$1.16K +$123K +2,894 +55%
BWM
1017
BerganKDV Wealth Management
Minnesota
$1K
CA
1018
Centerpoint Advisors
Massachusetts
$1K
LSA
1019
Lansing Street Advisors
Pennsylvania
$1K
MA
1020
Montag & Associates
Georgia
$1K
S
1021
Surevest
California
$1K
HR
1022
Howe & Rusling
New York
$1K +$810 +19 New
SWM
1023
Selective Wealth Management
Virginia
$1K +$1.36K +32 New
KFS
1024
Kelly Financial Services
Massachusetts
$559
PWP
1025
Principle Wealth Partners
Connecticut
$539

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.