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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
SSB
1051
Sandy Spring Bank
Maryland
$38K
CFCI
1052
Comprehensive Financial Consultants Institutional
Indiana
$38K +$40.8K +710 New
MFA
1053
McClarren Financial Advisors
Pennsylvania
$37K +$14.7K +255 +69%
HIA
1054
Harbor Investment Advisory
Maryland
$36K
OC
1055
Oakworth Capital
Alabama
$35K
GI
1056
Gradient Investments
Minnesota
$35K +$230 +4 +0.7%
EIP
1057
Ellis Investment Partners
Pennsylvania
$35K +$17.5K +304 +101%
Manulife (Manufacturers Life Insurance)
1058
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9K -$10.3M -178,929 -23%
AP
1059
Arlington Partners
Alabama
$34K
EW
1060
Evoke Wealth
California
$34K
ZB
1061
Zions Bancorporation
Utah
$32K -$345 -6 -1%
FWA
1062
FSC Wealth Advisors
New York
$32K +$31.2K +543 New
ACM
1063
AUA Capital Management
Pennsylvania
$30K
BWP
1064
Baldwin Wealth Partners
Massachusetts
$30K
CH
1065
Canton Hathaway
Rhode Island
$30K
MCM
1066
MV Capital Management
Maryland
$29K +$2.13K +37 +8%
HNWAG
1067
High Net Worth Advisory Group
Florida
$29K +$28.8K +500 New
GM
1068
GeoWealth Management
Illinois
$28K +$1.67K +29 +6%
FPS
1069
Fieldpoint Private Securities
Connecticut
$28K +$15.5K +270 +126%
RFA
1070
Reilly Financial Advisors
California
$27K
EPM
1071
Equitec Proprietary Markets
Illinois
$27K +$27K +469 New
AIC
1072
Archer Investment Corporation
Indiana
$25.3K
EWM
1073
Edge Wealth Management
New York
$25K -$23.7K -413 -49%
CI
1074
Carroll Investors
South Carolina
$25K +$25.6K +445 New
Koshinski Asset Management
1075
Koshinski Asset Management
Illinois
$24.8K

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.