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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
BBA
1076
BLB&B Advisors
Pennsylvania
-$203K -4,860 Closed
IIM
1077
Ironwood Investment Management
Massachusetts
-$202K -4,847 Closed
SCA
1078
Snowden Capital Advisors
New York
-$202K -4,846 Closed
CW
1079
Connectus Wealth
Ohio
-$201K -4,825 Closed
AWC
1080
Abundance Wealth Counselors
Pennsylvania
-$201K -4,813 Closed
VWA
1081
V Wealth Advisors
Kansas
-$200K -4,786 Closed
PFGIA
1082
Patriot Financial Group Insurance Agency
Massachusetts
-$195K -4,667 Closed
ALAM
1083
Asahi Life Asset Management
Japan
-$177K -4,250 Closed
CWP
1084
Concord Wealth Partners
Virginia
-$155K -3,710 Closed
CI
1085
CX Institutional
Indiana
-$138K -3,301 Closed
FBT
1086
First Bank & Trust
South Dakota
-$130K -3,119 Closed
HIIFS
1087
Harel Insurance Investments & Financial Services
Israel
-$96K -2,300 Closed
C
1088
Covestor
United Kingdom
-$95K -2,269 Closed
VVP
1089
Venture Visionary Partners
Ohio
-$73.3K -1,758 Closed
CA
1090
CoreCap Advisors
Michigan
-$66K -1,589 Closed
COCM
1091
Charter Oak Capital Management
New Hampshire
-$48K -1,154 Closed
VC
1092
Vestor Capital
Illinois
-$44K -1,057 Closed
SSB
1093
Sandy Spring Bank
Maryland
-$27K -651 Closed
AP
1094
Arlington Partners
Alabama
-$25K -588 Closed
SOW
1095
State of Wyoming
Wyoming
-$21K -514 Closed
AIC
1096
Archer Investment Corporation
Indiana
-$18.2K -436 Closed
RIM
1097
Rockbridge Investment Management
New York
-$12.5K -300 Closed
GKIM
1098
GW&K Investment Management
Massachusetts
-$10K -247 Closed
BFG
1099
Baron Financial Group
New Jersey
-$8.68K -208 Closed
SC
1100
Siena Capital
Ohio
-$8K -200 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.