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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 367 increasing their positions, 440 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $157M | Put options by funds: $126M

0.53% more ownership

Funds ownership: 81.73%82.26% (+0.53%)

3% less capital invested

Capital invested by funds: $29.9B → $28.9B (-$1.01B)

4% less funds holding

Funds holding: 1,1281,080 (-48)

17% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 440

37% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 116

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
1,080
Holders Change
-48
Holders Change %
-4.26%
% of All Funds
16.95%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
367
Reduced
440
Closed
116
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
1026
Red Tortoise LLC
Georgia
$9.79K
BWAM
1027
Boyd Watterson Asset Management
Ohio
$8.9K -$150K -3,487 -95%
BAAM
1028
Baker Avenue Asset Management
California
$8.86K -$3.17K -74 -27%
PB
1029
Pinnacle Bancorp
Nebraska
$8.32K
LIA
1030
Luken Investment Analytics
Tennessee
$8.19K
FMP
1031
Financial Management Professionals
Texas
$8K -$5.66K -132 -42%
KFI
1032
Key Financial Inc
Pennsylvania
$7.84K +$3.26K +76 +76%
TIM
1033
Tortoise Investment Management
New York
$7.79K
RWM
1034
Raffa Wealth Management
District of Columbia
$7.48K
TH
1035
TCTC Holdings
Texas
$7.43K
GTAM
1036
Global Trust Asset Management
Florida
$7.32K
DAC
1037
Dividend Assets Capital
South Carolina
$7K -$6.31K -147 -47%
SWM
1038
Sugarloaf Wealth Management
Georgia
$6.95K
IBOK
1039
Independence Bank of Kentucky
Kentucky
$6.68K
SAG
1040
Spotlight Asset Group
Illinois
$6.23K +$6.01K +140 New
ADL
1041
Asset Dedication LLC
California
$6K
TF
1042
Tompkins Financial
New York
$5.57K -$10K -234 -65%
AA
1043
Addison Advisors
Vermont
$5.57K
Jones Financial Companies
1044
Jones Financial Companies
Missouri
$5.57K
CTA
1045
Colonial Trust Advisors
South Carolina
$5.39K -$429 -10 -8%
MTIC
1046
Missouri Trust & Investment Company
Missouri
$4.94K
LSA
1047
Lansing Street Advisors
Pennsylvania
$4.84K
NSG
1048
Nalls Sherbakoff Group
Tennessee
$4.74K
AWM
1049
Abound Wealth Management
Tennessee
$4.38K +$515 +12 +14%
MA
1050
MCF Advisors
Kentucky
$4.27K

BNY Hedge Fund Activity: Q2 2023 in Review

1,080 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2023, worth a combined $28.9B — down 3.4% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of BNY and 73 opened new positions — a net loss of 43 holders — while 440 trimmed existing stakes and 367 added.

The largest buyer was Norges Bank, adding an estimated $141M. The largest seller was Fayez Sarofim & Co, cutting an estimated $128M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2023, down from 1,128 in Q1 2023.
  • Funds reported $28.9B of Bank of New York Mellon stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 73 funds opened new Bank of New York Mellon positions in Q2 2023 and 116 closed out, a net change of -43 holders.
  • The largest Bank of New York Mellon buyer in Q2 2023 was Norges Bank, an estimated $141M added.
  • The largest Bank of New York Mellon seller in Q2 2023 was Fayez Sarofim & Co, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2023.