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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
BMD
1026
Better Money Decisions
New Mexico
$6K +$52 +1 +0.9%
CB
1027
CNB Bank
Pennsylvania
$5K
KFI
1028
Key Financial Inc
Pennsylvania
$5K
TWM
1029
Tradition Wealth Management
Minnesota
$5K
Optiver Holding
1030
Optiver Holding
Netherlands
$5K +$5.09K +98 New
CI Investments Inc
1031
CI Investments Inc
Ontario, Canada
$5K +$5.15K +99 New
MWM
1032
Mascoma Wealth Management
New Hampshire
$5K +$5.2K +100 New
Nisa Investment Advisors
1033
Nisa Investment Advisors
Missouri
$4.03K -$102K -1,953 -2%
CWC
1034
Carolinas Wealth Consulting
North Carolina
$4K -$95.7K -1,842 -96%
BAM
1035
Bellevue Asset Management
Washington
$4K
EIM
1036
Essex Investment Management
Massachusetts
$4K
FWM
1037
Filbrandt Wealth Management
Wisconsin
$4K
DOA
1038
D'Orazio & Associates
Virginia
$4K +$4.37K +84 New
HWMA
1039
Heritage Wealth Management (Arizona)
Arizona
$3K
HCP
1040
Hexagon Capital Partners
Arkansas
$3K
TLFA
1041
True Link Financial Advisors
California
$3K
LFG
1042
Larson Financial Group
Missouri
$3K +$52 +1 +2%
APWA
1043
Atlas Private Wealth Advisors
New Jersey
$2K
FCAS
1044
First Command Advisory Services
Texas
$2K +$1.61K +31 New
KFS
1045
Kelly Financial Services
Massachusetts
$1.66K -$83.5K -1,607 -98%
BWM
1046
BerganKDV Wealth Management
Minnesota
$1K
CA
1047
Centerpoint Advisors
Massachusetts
$1K
GWMIA
1048
Global Wealth Management Investment Advisory
Florida
$1K
LWA
1049
Lenox Wealth Advisors
New York
$1K +$728 +14 New
Walleye Capital
1050
Walleye Capital
New York
$247 -$1.87M -36,032 -88%

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.