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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
BWL
1101
Bogart Wealth LLC
Virginia
$13K
MPWT
1102
MassMutual Private Wealth & Trust
Connecticut
$13K +$1.21K +21 +11%
BFG
1103
Baron Financial Group
New Jersey
$12.1K
FCB
1104
First Command Bank
Texas
$12K
HFA
1105
HC Financial Advisors
California
$12K
LF
1106
Lee Financial
Texas
$12K
VRM
1107
Vectors Research Management
New York
$12K
LFG
1108
Larson Financial Group
Missouri
$12K +$8.74K +152 +292%
DHGWA
1109
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K +$11.5K +200 New
TAM
1110
Tucker Asset Management
Colorado
$11.6K
PB
1111
Pinnacle Bancorp
Nebraska
$11K
TCM
1112
Tradewinds Capital Management
Washington
$11K
TIM
1113
Tortoise Investment Management
New York
$10K
DFCM
1114
Dark Forest Capital Management
Puerto Rico
$10K +$10.1K +175 New
WBC
1115
West Branch Capital
Massachusetts
$10K +$10.4K +180 New
RWM
1116
Raffa Wealth Management
District of Columbia
$9.76K
IBOK
1117
Independence Bank of Kentucky
Kentucky
$9K
CFD
1118
Creative Financial Designs
Indiana
$9K +$58 +1 +0.6%
TIM
1119
Tevis Investment Management
Texas
$9K +$9.09K +158 New
GLLW
1120
Graves Light Lenhart Wealth
Virginia
$8K
HCP
1121
Hexagon Capital Partners
Arkansas
$8K +$5.46K +95 +194%
CI Investments Inc
1122
CI Investments Inc
Ontario, Canada
$6K
KFI
1123
Key Financial Inc
Pennsylvania
$6K
TWM
1124
Tradition Wealth Management
Minnesota
$6K
RCM
1125
Raleigh Capital Management
North Carolina
$6K +$6.15K +107 New

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.