We are live on ! Find out more
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
TAM
1101
Tucker Asset Management
Colorado
$3.2K
ANBT
1102
American National Bank & Trust
Texas
$3K -$1.8K -42 -40%
MPCL
1103
My Personal CFO LLC
Washington
$2.87K +$2.7K +63 New
FFL
1104
Financial Freedom LLC
Ohio
$2.82K +$2.66K +62 New
HS
1105
Horan Securities
United States
$2.78K +$2.62K +61 New
DI
1106
Disciplined Investments
Oklahoma
$2.6K +$600 +14 +33%
WWM
1107
Wolff Wiese Magana
California
$2.28K -$30.1K -702 -93%
MFT
1108
Moisand Fitzgerald Tamayo
Florida
$2.19K +$2.06K +48 New
JFGIW
1109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K
PPC
1110
Park Place Capital
Alabama
$2K +$1.46K +34 New
CCMI
1111
Creative Capital Management Investments
California
$2K +$1.54K +36 New
BWM
1112
BerganKDV Wealth Management
Minnesota
$1.77K +$729 +17 +77%
ECM
1113
Everence Capital Management
Indiana
$1.73K
MA
1114
Montag & Associates
Georgia
$1.37K
MYAM
1115
Meiji Yasuda Asset Management
Japan
$1.02K +$12.9K +300 +1%
CA
1116
Centerpoint Advisors
Massachusetts
$1K
TCA
1117
Trifecta Capital Advisors
Illinois
$683 +$643 +15 New
KFS
1118
Kelly Financial Services
Massachusetts
$660
CHA
1119
Carmichael Hill & Associates
Maryland
$563
OLVIG
1120
Oliver Lagore Vanvalin Investment Group
Michigan
$455
PFA
1121
Pathway Financial Advisers
Indiana
$23 +$43 +1 New
WIM
1122
Westside Investment Management
California
$10
SFM
1123
Soros Fund Management
New York
-$15.5M -401,227 Closed
Wealth Enhancement Advisory Services
1124
Wealth Enhancement Advisory Services
Minnesota
-$14.8M -375,980 Closed
NEAM
1125
New England Asset Management
Connecticut
-$11.7M -304,056 Closed

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.