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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
HWMA
1076
Heritage Wealth Management (Arizona)
Arizona
$8.92K +$5.58K +130 +197%
BAAM
1077
Baker Avenue Asset Management
California
$8.65K +$8.15K +190 New
SC
1078
Schubert & Co
Texas
$8.47K -$43 -1 -0.5%
LIA
1079
Luken Investment Analytics
Tennessee
$8.38K +$7.89K +184 New
Jones Financial Companies
1080
Jones Financial Companies
Missouri
$8K +$7.21K +168 New
TIM
1081
Tortoise Investment Management
New York
$7.97K
CTA
1082
Colonial Trust Advisors
South Carolina
$7.83K +$7.38K +172 New
RWM
1083
Raffa Wealth Management
District of Columbia
$7.65K
TH
1084
TCTC Holdings
Texas
$7.6K
GTAM
1085
Global Trust Asset Management
Florida
$7.49K
SWM
1086
Sugarloaf Wealth Management
Georgia
$7.1K -$8.58K -200 -56%
MUMSS
1087
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$6.86K -160 -50%
IBOK
1088
Independence Bank of Kentucky
Kentucky
$7K
TCM
1089
Tradewinds Capital Management
Washington
$5.74K +$5.4K +126 New
AA
1090
Addison Advisors
Vermont
$5.69K -$15K -350 -74%
MTIC
1091
Missouri Trust & Investment Company
Missouri
$5K
LSA
1092
Lansing Street Advisors
Pennsylvania
$4.93K +$3.65K +85 +370%
DFCM
1093
Dark Forest Capital Management
Puerto Rico
$4.51K -$14.8K -344 -78%
RFS
1094
Retirement Financial Solutions
Tennessee
$4.51K +$4.25K +99 New
CWC
1095
Carolinas Wealth Consulting
North Carolina
$4.19K
SFG
1096
Steward Financial Group
Texas
$4K +$4.16K +97 New
AWM
1097
Abound Wealth Management
Tennessee
$3.92K +$1.72K +40 +87%
KFI
1098
Key Financial Inc
Pennsylvania
$3.85K
SIC
1099
SJS Investment Consulting
Ohio
$3.63K +$901 +21 +36%
BCPWM
1100
Bradley & Co Private Wealth Management
Florida
$3.23K

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.