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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
CWC
1051
Carolinas Wealth Consulting
North Carolina
$4.1K
JGIA
1052
Jackson Grant Investment Advisers
Connecticut
$3.47K
BCPWM
1053
Bradley & Co Private Wealth Management
Florida
$3.16K
TAM
1054
Tucker Asset Management
Colorado
$3.12K -$5.62K -131 -65%
SIC
1055
SJS Investment Consulting
Ohio
$3.11K -$558 -13 -16%
CAM
1056
ClariVest Asset Management
California
$3K -$9.8M -228,485 -100%
2L
1057
25 LLC
Missouri
$2.96K
AP
1058
Arlington Partners
Alabama
$2.81K
FFL
1059
Financial Freedom LLC
Ohio
$2.76K
HS
1060
Horan Securities
United States
$2.76K +$43 +1 +2%
DI
1061
Disciplined Investments
Oklahoma
$2.4K -$515 -12 -18%
MFT
1062
Moisand Fitzgerald Tamayo
Florida
$2.14K
CFD
1063
Creative Financial Designs
Indiana
$1.87K +$1.8K +42 New
WWM
1064
Wolff Wiese Magana
California
$1.78K
CCMI
1065
Creative Capital Management Investments
California
$1.6K
PPC
1066
Park Place Capital
Alabama
$1.51K
MA
1067
Montag & Associates
Georgia
$1.34K
TFM
1068
TFC Financial Management
Massachusetts
$1.07K +$215 +5 +26%
Acadian Asset Management
1069
Acadian Asset Management
Massachusetts
$1K -$6.23M -145,212 -100%
CA
1070
Centerpoint Advisors
Massachusetts
$1K
BWM
1071
BerganKDV Wealth Management
Minnesota
$980 -$8.63K -201 -90%
CA
1072
Crewe Advisors
Utah
$980 +$944 +22 New
LF
1073
Lee Financial
Texas
$757 -$9.48K -221 -93%
TCA
1074
Trifecta Capital Advisors
Illinois
$668
CFS
1075
CGC Financial Services
Oregon
$668 +$644 +15 New

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.