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BNY

Bank of New York Mellon

1,030 hedge funds and large institutions have $26.1B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 390 increasing their positions, 357 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 357

0.06% more ownership

Funds ownership: 83.86%83.92% (+0.06%)

2% less funds holding

Funds holding: 1,0541,030 (-24)

7% less capital invested

Capital invested by funds: $28.2B → $26.1B (-$2.11B)

12% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 90

18% less call options, than puts

Call options by funds: $102M | Put options by funds: $124M

Holders
1,030
Holders Change
-24
Holders Change %
-2.28%
% of All Funds
17.74%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
390
Reduced
357
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
1051
Freestone Capital Holdings
Washington
-$292K -6,998 Closed
B
1052
Barings
North Carolina
-$268K -6,415 Closed
ICG
1053
InterOcean Capital Group
Tennessee
-$259K -6,198 Closed
Fisher Asset Management
1054
Fisher Asset Management
Washington
-$251K -6,023 Closed
IAN
1055
Integrated Advisors Network
Texas
-$251K -6,014 Closed
NP
1056
NorthRock Partners
Minnesota
-$245K -5,871 Closed
MWM
1057
Meridian Wealth Management
Kentucky
-$244K -5,849 Closed
SB
1058
Strategic Blueprint
Georgia
-$244K -5,846 Closed
BDF
1059
Balasa Dinverno & Foltz
-$243K -5,822 Closed
NIM
1060
NuWave Investment Management
New Jersey
-$240K -5,747 Closed
SMC
1061
Smith, Moore & Co
Missouri
-$237K -5,675 Closed
CI
1062
Conning Inc
Connecticut
-$228K -5,462 Closed
AT
1063
American Trust
Kentucky
-$225K -5,399 Closed
PWPS
1064
Pinnacle Wealth Planning Services
Ohio
-$222K -5,315 Closed
SDWMA
1065
Schneider Downs Wealth Management Advisors
Pennsylvania
-$219K -5,253 Closed
GW
1066
GW & Wade
Massachusetts
-$217K -5,214 Closed
BMC
1067
Benin Management Corp
Connecticut
-$214K -5,119 Closed
LWM
1068
Lyell Wealth Management
California
-$213K -5,115 Closed
PCMC
1069
Paragon Capital Management (Colorado)
Colorado
-$209K -5,004 Closed
CWA
1070
CM Wealth Advisors
Ohio
-$209K -5,000 Closed
RPC
1071
Rossmore Private Capital
Connecticut
-$209K -5,000 Closed
VST
1072
Van Strum & Towne
California
-$209K -5,000 Closed
MWM
1073
Modera Wealth Management
New Jersey
-$208K -4,990 Closed
CG
1074
Colony Group
Massachusetts
-$205K -4,916 Closed
SF
1075
Synovus Financial
Georgia
-$202K -4,865 Closed

BNY Hedge Fund Activity: Q3 2022 in Review

1,030 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2022, worth a combined $26.1B — down 7.5% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BNY and 79 opened new positions — a net loss of 11 holders — while 357 trimmed existing stakes and 390 added.

The largest buyer was Millennium Management, adding an estimated $200M. The largest seller was Berkshire Hathaway, cutting an estimated $433M.

  • 1,030 institutional investors held Bank of New York Mellon (BNY) as of Q3 2022, down from 1,054 in Q2 2022.
  • Funds reported $26.1B of Bank of New York Mellon stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q3 2022 and 90 closed out, a net change of -11 holders.
  • The largest Bank of New York Mellon buyer in Q3 2022 was Millennium Management, an estimated $200M added.
  • The largest Bank of New York Mellon seller in Q3 2022 was Berkshire Hathaway, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2022.