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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
ACM
1026
AUA Capital Management
Pennsylvania
$23.9K
TC
1027
Tacita Capital
Ontario, Canada
$23K
ASBI
1028
American State Bank (Iowa)
Iowa
$22.9K +$21.6K +503 New
MSFP
1029
Mark Sheptoff Financial Planning
Connecticut
$22.8K
SN
1030
Sittner & Nelson
Oregon
$22.8K +$21.4K +500 New
JWM
1031
Janiczek Wealth Management
Colorado
$22.5K -$5.02K -117 -20%
EC
1032
Elequin Capital
New York
$21.8K +$20.5K +478 New
BIA
1033
Bell Investment Advisors
California
$20.2K -$300 -7 -2%
PI
1034
PEAK6 Investments
Illinois
$20.1K +$19K +442 New
BONH
1035
Bank of New Hampshire
New Hampshire
$20K
SWA
1036
SOA Wealth Advisors
New York
$19.3K +$172 +4 +1%
LFG
1037
Larson Financial Group
Missouri
$19.2K +$9.31K +217 +106%
TWP
1038
TFO Wealth Partners
Ohio
$18.5K +$24K +559 New
KLWA
1039
Kelly Lawrence W & Associates
California
$18.2K
ACP
1040
Arcus Capital Partners
Georgia
$18.2K +$17.2K +400 New
PP
1041
PrairieView Partners
Minnesota
$18K
ACA
1042
Atlas Capital Advisors
Wyoming
$17.4K
RCG
1043
Rock Creek Group
District of Columbia
$16.6K -$35.6K -830 -70%
AP
1044
Atwood & Palmer
Missouri
$16.2K
GI
1045
Gradient Investments
Minnesota
$16K -$19.3K -451 -56%
NECFA
1046
New England Capital Financial Advisors
Connecticut
$15.3K +$13.3K +311 New
VWM
1047
Valley Wealth Managers
New Jersey
$15K
VCM
1048
Versant Capital Management
Arizona
$15K +$1.33K +31 +10%
CNBTD
1049
Citizens National Bank Trust Department
Mississippi
$15K
FMP
1050
Financial Management Professionals
Texas
$15K

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.