We are live on ! Find out more
BNY

Bank of New York Mellon

1,143 hedge funds and large institutions have $33.6B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 403 increasing their positions, 390 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% more ownership

Funds ownership: 82%83.88% (+1.9%)

7% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 111

3% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 390

1% less funds holding

Funds holding: 1,1531,143 (-10)

14% less capital invested

Capital invested by funds: $39.2B → $33.6B (-$5.68B)

31% less call options, than puts

Call options by funds: $103M | Put options by funds: $150M

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
1,143
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
18.03%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
403
Reduced
390
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GM
1051
GeoWealth Management
Illinois
$24K +$341 +6 +1%
RTC
1052
Riverview Trust Company
Washington
$23K +$26.2K +460 New
Koshinski Asset Management
1053
Koshinski Asset Management
Illinois
$22K +$910 +16 +4%
AIC
1054
Archer Investment Corporation
Indiana
$21.6K
GI
1055
Gradient Investments
Minnesota
$21K -$9.61K -169 -28%
WT
1056
Washington Trust
Rhode Island
$20K -$48.3K -850 -68%
KLWA
1057
Kelly Lawrence W & Associates
California
$20K
PP
1058
PrairieView Partners
Minnesota
$20K
WA
1059
Win Advisors
Florida
$19K +$22.2K +391 New
SWM
1060
Sugarloaf Wealth Management
Georgia
$18K
GAM
1061
Gemmer Asset Management
California
$18K +$625 +11 +3%
EWA
1062
EverSource Wealth Advisors
Alabama
$18K +$3.92K +69 +23%
WBC
1063
West Branch Capital
Massachusetts
$18K +$9.95K +175 +97%
ACA
1064
Atlas Capital Advisors
Wyoming
$17.9K
PGAM
1065
Princeton Global Asset Management
New Jersey
$17K
AA
1066
Addison Advisors
Vermont
$17K +$19.9K +350 New
CMA
1067
Cedar Mountain Advisors
Oregon
$16K
EWM
1068
Endurance Wealth Management
Rhode Island
$16K
MUMSS
1069
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K +$18.2K +320 New
TFO
1070
Tarbox Family Office
California
$15K -$3.7K -65 -18%
SC
1071
SouthState Corp
Florida
$15K -$1.31K -23 -7%
AAP
1072
Arax Advisory Partners
Colorado
$15K
CCA
1073
Column Capital Advisors
Indiana
$15K
EARNEST Partners
1074
EARNEST Partners
Georgia
$15K
VCM
1075
Versant Capital Management
Arizona
$15K

BNY Hedge Fund Activity: Q1 2022 in Review

1,143 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2022, worth a combined $33.6B — down 14% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BNY positions and 111 closed out — a net gain of 8 holders — while 403 added to existing stakes and 390 trimmed.

The largest buyer was Ameriprise, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $224M.

  • 1,143 institutional investors held Bank of New York Mellon (BNY) as of Q1 2022, down from 1,153 in Q4 2021.
  • Funds reported $33.6B of Bank of New York Mellon stock for Q1 2022, down 14% quarter-over-quarter.
  • 119 funds opened new Bank of New York Mellon positions in Q1 2022 and 111 closed out, a net change of +8 holders.
  • The largest Bank of New York Mellon buyer in Q1 2022 was Ameriprise, an estimated $124M added.
  • The largest Bank of New York Mellon seller in Q1 2022 was Invesco, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.