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BNY

Bank of New York Mellon

1,054 hedge funds and large institutions have $28.2B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 399 increasing their positions, 363 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 363

0.02% less ownership

Funds ownership: 83.88%83.86% (-0.02%)

8% less funds holding

Funds holding: 1,1431,054 (-89)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less capital invested

Capital invested by funds: $33.6B → $28.2B (-$5.38B)

39% less call options, than puts

Call options by funds: $87.2M | Put options by funds: $144M

51% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 140

Holders
1,054
Holders Change
-89
Holders Change %
-7.79%
% of All Funds
17.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
399
Reduced
363
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1026
Regency Capital Management
Hawaii
$5K +$4.9K +110 New
CI Investments Inc
1027
CI Investments Inc
Ontario, Canada
$4K -$134 -3 -3%
EIM
1028
Essex Investment Management
Massachusetts
$4K
KFI
1029
Key Financial Inc
Pennsylvania
$4K
Jones Financial Companies
1030
Jones Financial Companies
Missouri
$3K -$56.9K -1,278 -95%
CWC
1031
Carolinas Wealth Consulting
North Carolina
$3K -$356 -8 -10%
BCPWM
1032
Bradley & Co Private Wealth Management
Florida
$3K +$3.16K +71 New
TAM
1033
Tucker Asset Management
Colorado
$2.92K
HWMA
1034
Heritage Wealth Management (Arizona)
Arizona
$2.75K
DI
1035
Disciplined Investments
Oklahoma
$2K -$3.16K -71 -62%
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
BC
1037
Burleson & Co
California
$2K +$1.74K +39 New
SFG
1038
Steward Financial Group
Texas
$2K +$2.4K +54 New
LSA
1039
Lansing Street Advisors
Pennsylvania
$1K -$138K -3,109 -99%
CAC
1040
Certified Advisory Corp
Florida
$1K -$11.6K -261 -88%
MFT
1041
Moisand Fitzgerald Tamayo
Florida
$1K -$935 -21 -50%
BWM
1042
BerganKDV Wealth Management
Minnesota
$1K
CHA
1043
Carmichael Hill & Associates
Maryland
$1K
CA
1044
Centerpoint Advisors
Massachusetts
$1K
GWMIA
1045
Global Wealth Management Investment Advisory
Florida
$1K
MA
1046
Montag & Associates
Georgia
$1K
S
1047
Surevest
California
$1K
TWP
1048
TFO Wealth Partners
Ohio
$1K +$668 +15 New
KFS
1049
Kelly Financial Services
Massachusetts
$605
WIM
1050
Westside Investment Management
California
$9

BNY Hedge Fund Activity: Q2 2022 in Review

1,054 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2022, worth a combined $28.2B — down 16% from $33.6B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of BNY and 68 opened new positions — a net loss of 72 holders — while 363 trimmed existing stakes and 399 added.

The largest buyer was BlackRock, adding an estimated $331M. The largest seller was Nuveen, cutting an estimated $145M.

  • 1,054 institutional investors held Bank of New York Mellon (BNY) as of Q2 2022, down from 1,143 in Q1 2022.
  • Funds reported $28.2B of Bank of New York Mellon stock for Q2 2022, down 16% quarter-over-quarter.
  • 68 funds opened new Bank of New York Mellon positions in Q2 2022 and 140 closed out, a net change of -72 holders.
  • The largest Bank of New York Mellon buyer in Q2 2022 was BlackRock, an estimated $331M added.
  • The largest Bank of New York Mellon seller in Q2 2022 was Nuveen, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2022.