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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
TI
1026
Truehand Inc
New Hampshire
$55K
SWA
1027
SOA Wealth Advisors
New York
$54K +$173 +3 +0.3%
CAL
1028
Capital Advisors Ltd
Ohio
$52K -$7.25K -126 -12%
CWM
1029
Cranbrook Wealth Management
Michigan
$52K
AssetMark Inc
1030
AssetMark Inc
California
$50K
MAM
1031
Mystic Asset Management
Rhode Island
$50K +$50.1K +871 New
LAS
1032
Lloyd Advisory Services
Georgia
$49K
C
1033
Covestor
United Kingdom
$49K +$48.9K +850 New
CNBTD
1034
Citizens National Bank Trust Department
Mississippi
$48K +$47.6K +827 New
EWM
1035
Evermay Wealth Management
Virginia
$47K -$1.44K -25 -3%
ATC
1036
Adirondack Trust Company
New York
$47K -$288 -5 -0.6%
BFC
1037
Bedel Financial Consulting
Indiana
$47K
MA
1038
Montag & Associates
Georgia
$46K -$65.1K -1,132 -59%
SCM
1039
Silvant Capital Management
Georgia
$45K
WWM
1040
Wolff Wiese Magana
California
$44K -$4.31K -75 -9%
SPA
1041
Shore Point Advisors
New Jersey
$44K +$43.4K +754 New
CT
1042
Caldwell Trust
Florida
$43K
FF
1043
FourThought Financial
Florida
$42K -$2.82K -49 -6%
BG
1044
Bollard Group
Massachusetts
$42K +$115 +2 +0.3%
WPA
1045
West Paces Advisors
Georgia
$41.1K
DA
1046
Denali Advisors
California
$41K -$5.75K -100 -13%
DWP
1047
Destiny Wealth Partners
Florida
$41K
FCA
1048
FinTrust Capital Advisors
South Carolina
$40K
BWA
1049
BDO Wealth Advisors
Florida
$39K
HFM
1050
Harvest Fund Management
China
$39K

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.