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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
CAC
1076
Certified Advisory Corp
Florida
$15K +$16.8K +295 New
HBW
1077
Hazlett, Burt & Watson
West Virginia
$15K +$16.9K +298 New
ACM
1078
Aquatic Capital Management
Illinois
$15K +$17.1K +300 New
PP
1079
PFS Partners
New Jersey
$14K
SIS
1080
Sound Income Strategies
Florida
$14K
HFS
1081
HBC Financial Services
Washington
$13K +$114 +2 +0.6%
Loomis, Sayles & Company
1082
Loomis, Sayles & Company
Massachusetts
$13K +$14.6K +256 New
PH
1083
Pinnacle Holdings
Oklahoma
$12.5K +$14.3K +251 New
DBG
1084
De Burlo Group
Massachusetts
$12.4K +$14.2K +250 New
SIC
1085
Salem Investment Counselors
North Carolina
$12K -$1.31M -23,058 -99%
FPS
1086
Fieldpoint Private Securities
Connecticut
$11K -$15.4K -270 -56%
MPWT
1087
MassMutual Private Wealth & Trust
Connecticut
$11K -$57 -1 -0.5%
ADL
1088
Asset Dedication LLC
California
$11K
BWL
1089
Bogart Wealth LLC
Virginia
$11K
SPWM
1090
Spartan Planning & Wealth Management
North Carolina
$11K +$12.1K +212 New
BFG
1091
Baron Financial Group
New Jersey
$10.3K
RCG
1092
Rock Creek Group
District of Columbia
$10K -$8.13K -143 -42%
HFA
1093
HC Financial Advisors
California
$10K
LFG
1094
Larson Financial Group
Missouri
$10K
LF
1095
Lee Financial
Texas
$10K
VRM
1096
Vectors Research Management
New York
$10K
CFD
1097
Creative Financial Designs
Indiana
$10K +$2.9K +51 +32%
SC
1098
Siena Capital
Ohio
$10K +$11.4K +200 New
PB
1099
Pinnacle Bancorp
Nebraska
$9K
TIM
1100
Tortoise Investment Management
New York
$9K

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.