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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
TCM
1101
Tradewinds Capital Management
Washington
$9K
RWM
1102
Raffa Wealth Management
District of Columbia
$8.34K
TIM
1103
Tevis Investment Management
Texas
$8K
SMG
1104
Spectrum Management Group
Indiana
$8K +$9.49K +167 New
TH
1105
TCTC Holdings
Texas
$8K +$9.49K +167 New
GLLW
1106
Graves Light Lenhart Wealth
Virginia
$7K
HCP
1107
Hexagon Capital Partners
Arkansas
$7K
IBOK
1108
Independence Bank of Kentucky
Kentucky
$7K
CAC
1109
Core Alternative Capital
Georgia
$7K +$6.88K +121 +484%
TAIM
1110
TD Ameritrade Investment Management
Nebraska
$7K +$8.47K +149 New
PCH
1111
Polar Capital Holdings
United Kingdom
$6.1K +$6.99M +122,900 New
MTIC
1112
Missouri Trust & Investment Company
Missouri
$6K
AS
1113
Altshuler Shaham
Israel
$6K +$6.42K +113 New
DI
1114
Disciplined Investments
Oklahoma
$6K +$6.48K +114 New
SJIA
1115
St. James Investment Advisors
New York
$6K +$6.82K +120 New
CI Investments Inc
1116
CI Investments Inc
Ontario, Canada
$5K -$398 -7 -7%
KFI
1117
Key Financial Inc
Pennsylvania
$5K
CI
1118
Cordant Inc
Oregon
$5K +$5.4K +95 New
EIM
1119
Essex Investment Management
Massachusetts
$4K
CWC
1120
Carolinas Wealth Consulting
North Carolina
$4K +$455 +8 +11%
TAM
1121
Tucker Asset Management
Colorado
$3.47K -$7.39K -130 -65%
SC
1122
Sierra Capital
Florida
$3K -$2.1K -37 -42%
GKIM
1123
GW&K Investment Management
Massachusetts
$3K +$3.52K +62 New
HWMA
1124
Heritage Wealth Management (Arizona)
Arizona
$3K +$3.75K +66 New
Macquarie Group
1125
Macquarie Group
Australia
$2.94K +$301K +5,295 +10%

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.