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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
KFS
1076
Kelly Financial Services
Massachusetts
$646
CHA
1077
Carmichael Hill & Associates
Maryland
$560 +$43 +1 +8%
OLVIG
1078
Oliver Lagore Vanvalin Investment Group
Michigan
$445
OP
1079
ORG Partners
Indiana
$361 +$343 +8 New
TWP
1080
TFO Wealth Partners
Ohio
$356
CJL
1081
Cyrus J. Lawrence
New York
$134
HWP
1082
Highline Wealth Partners
California
$1 -$129 -3 Closed
JCM
1083
Junto Capital Management
New York
-$87.8M -1,931,704 Closed
NC
1084
Nekton Capital
United Kingdom
-$26.2M -577,350 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1085
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$24.4M -536,741 Closed
SFI
1086
Susquehanna Fundamental Investments
Pennsylvania
-$14.7M -322,889 Closed
BCM
1087
Barometer Capital Management
Ontario, Canada
-$7.12M -158,000 Closed
GFG
1088
Greystone Financial Group
Michigan
-$7.03M -154,735 Closed
TC
1089
TwinBeech Capital
New York
-$7.02M -154,410 Closed
ECM
1090
ExodusPoint Capital Management
New York
-$6.76M -148,831 Closed
WorldQuant Millennium Advisors
1091
WorldQuant Millennium Advisors
New York
-$6.47M -142,431 Closed
SC
1092
Samlyn Capital
New York
-$6.32M -139,081 Closed
AHB
1093
Abner Herrman & Brock
New Jersey
-$6.11M -134,527 Closed
TI
1094
Trexquant Investment
Connecticut
-$5.37M -118,093 Closed
JMPWA
1095
JP Morgan Private Wealth Advisors
California
-$5.15M -113,435 Closed
PMEF
1096
Point72 Middle East FZE
United Arab Emirates
-$4.75M -110,768 Closed
Tudor Investment Corp
1097
Tudor Investment Corp
Connecticut
-$5M -110,041 Closed
MPM
1098
Meritage Portfolio Management
Kansas
-$4.58M -100,799 Closed
CC
1099
Carlson Capital
Texas
-$4.43M -97,500 Closed
ACM
1100
Aquatic Capital Management
Illinois
-$4.18M -91,900 Closed

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.