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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
BIA
1076
Bell Investment Advisors
California
$23K
KLWA
1077
Kelly Lawrence W & Associates
California
$23K
PP
1078
PrairieView Partners
Minnesota
$23K
CCC
1079
Crescent Capital Consulting
Louisiana
$23K +$518 +9 +2%
TF
1080
Tompkins Financial
New York
$22K
GAM
1081
Gemmer Asset Management
California
$21K
SWM
1082
Sugarloaf Wealth Management
Georgia
$21K
TFO
1083
Tarbox Family Office
California
$21K
AWA
1084
Amplius Wealth Advisors
Pennsylvania
$21K +$21.2K +369 New
ACA
1085
Atlas Capital Advisors
Wyoming
$21K
PGAM
1086
Princeton Global Asset Management
New Jersey
$20K
RCG
1087
Rock Creek Group
District of Columbia
$20K +$12K +209 +162%
AAP
1088
Arax Advisory Partners
Colorado
$18K
CMA
1089
Cedar Mountain Advisors
Oregon
$18K
EWM
1090
Endurance Wealth Management
Rhode Island
$18K
SC
1091
SouthState Corp
Florida
$18K +$18.4K +320 New
CCA
1092
Column Capital Advisors
Indiana
$17K
EARNEST Partners
1093
EARNEST Partners
Georgia
$17K
VCM
1094
Versant Capital Management
Arizona
$17K
HFS
1095
HBC Financial Services
Washington
$17K +$58 +1 +0.3%
SIS
1096
Sound Income Strategies
Florida
$17K +$4.95K +86 +43%
EWA
1097
EverSource Wealth Advisors
Alabama
$17K +$17K +296 New
IPW
1098
IronBridge Private Wealth
Texas
$17K +$17K +296 New
PP
1099
PFS Partners
New Jersey
$16.4K +$16.3K +283 New
ADL
1100
Asset Dedication LLC
California
$13K -$6.61K -115 -34%

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.