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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
PGAM
1051
Princeton Global Asset Management
New Jersey
$15K
HFS
1052
HBC Financial Services
Washington
$15K +$129 +3 +0.9%
SIC
1053
Salem Investment Counselors
North Carolina
$14.9K +$3.35K +78 +31%
PSB
1054
Piscataqua Savings Bank
New Hampshire
$14.5K
CMA
1055
Cedar Mountain Advisors
Oregon
$14.3K
CCA
1056
Column Capital Advisors
Indiana
$14.2K +$515 +12 +4%
DAC
1057
Dividend Assets Capital
South Carolina
$14K
EWM
1058
Endurance Wealth Management
Rhode Island
$14K
TFGT
1059
TS Financial Group (TSFG)
Illinois
$14K
AF
1060
Affiance Financial
Minnesota
$13.8K +$13K +304 New
EARNEST Partners
1061
EARNEST Partners
Georgia
$13.6K
QL
1062
Quarry LP
New York
$13.6K +$12.8K +299 New
SC
1063
SouthState Corp
Florida
$13.5K
CAL
1064
Capital Advisors Ltd
Ohio
$13K -$901 -21 -7%
PP
1065
PFS Partners
New Jersey
$12.9K
PWMA
1066
Pension & Wealth Management Advisors
Massachusetts
$12.7K +$12K +279 New
MIM
1067
Macroview Investment Management
Maryland
$11.7K +$11K +257 New
RTL
1068
Red Tortoise LLC
Georgia
$10.7K +$10.1K +235 New
BWL
1069
Bogart Wealth LLC
Virginia
$10.5K
ADL
1070
Asset Dedication LLC
California
$10K
HGERS
1071
Householder Group Estate & Retirement Specialist
Arizona
$10K
Fuller & Thaler Asset Management
1072
Fuller & Thaler Asset Management
California
$10K +$9.65K +225 New
LF
1073
Lee Financial
Texas
$9.61K
CAC
1074
Core Alternative Capital
Georgia
$9.33K
PB
1075
Pinnacle Bancorp
Nebraska
$9K

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.