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BNY

Bank of New York Mellon

1,121 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 372 increasing their positions, 376 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 65

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

19% more capital invested

Capital invested by funds: $26.1B → $31B (+$4.92B)

9% more funds holding

Funds holding: 1,0301,121 (+91)

0.05% more ownership

Funds ownership: 83.92%83.97% (+0.05%)

1% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 376

7% less call options, than puts

Call options by funds: $148M | Put options by funds: $159M

Holders
1,121
Holders Change
+91
Holders Change %
+8.83%
% of All Funds
18.01%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
175
Increased
372
Reduced
376
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
1001
Glass Jacobson Investment Advisors
Maryland
$36.3K +$34.2K +797 New
BFPW
1002
BOK Financial Private Wealth
Colorado
$35.4K
SCM
1003
Silvant Capital Management
Georgia
$35.2K
MCM
1004
MV Capital Management
Maryland
$34K +$8.88K +207 +38%
SSG
1005
Summit Securities Group
New York
$34K -$33.9K -791 -52%
CT
1006
Caldwell Trust
Florida
$33.7K
BG
1007
Bollard Group
Massachusetts
$33K +$129 +3 +0.4%
CPG
1008
Cornerstone Planning Group
New Jersey
$33K +$28.9K +674 New
WPA
1009
West Paces Advisors
Georgia
$32.2K
ETH
1010
Exos TFP Holdings
New York
$31.6K +$29.8K +695 New
HFM
1011
Harvest Fund Management
China
$31K
HWA
1012
HHM Wealth Advisors
Tennessee
$30.5K
BSWA
1013
Bromfield Sneider Wealth Advisors
Massachusetts
$30.3K
WA
1014
Win Advisors
Florida
$29.4K +$3.09K +72 +13%
ZB
1015
Zions Bancorporation
Utah
$29.3K -$20.1K -468 -42%
MFA
1016
McClarren Financial Advisors
Pennsylvania
$28K +$86 +2 +0.3%
OC
1017
Oakworth Capital
Alabama
$27.8K -$70.8K -1,650 -73%
AssetMark Inc
1018
AssetMark Inc
California
$27.4K -$6.43K -150 -20%
HIA
1019
Harbor Investment Advisory
Maryland
$26.4K
MPWT
1020
MassMutual Private Wealth & Trust
Connecticut
$26K +$2.83K +66 +13%
GM
1021
GeoWealth Management
Illinois
$25K -$3.22K -75 -12%
WT
1022
Washington Trust
Rhode Island
$24.9K
FWA
1023
FSC Wealth Advisors
New York
$24.7K
BWA
1024
BDO Wealth Advisors
Florida
$24.3K
CH
1025
Canton Hathaway
Rhode Island
$24K

BNY Hedge Fund Activity: Q4 2022 in Review

1,121 of the 6,225 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2022, worth a combined $31B — up 19% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new BNY positions and 65 closed out — a net gain of 110 holders — while 372 added to existing stakes and 376 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $284M. The largest seller was Berkshire Hathaway, cutting an estimated $1.59B.

  • 1,121 institutional investors held Bank of New York Mellon (BNY) as of Q4 2022, up from 1,030 in Q3 2022.
  • Funds reported $31B of Bank of New York Mellon stock for Q4 2022, up 19% quarter-over-quarter.
  • 175 funds opened new Bank of New York Mellon positions in Q4 2022 and 65 closed out, a net change of +110 holders.
  • The largest Bank of New York Mellon buyer in Q4 2022 was Citadel Advisors, an estimated $284M added.
  • The largest Bank of New York Mellon seller in Q4 2022 was Berkshire Hathaway, an estimated $1.59B sold.

Based on aggregated 13F filings for Q4 2022.