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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
HF
1101
HRT Financial
New York
-$3.79M -83,331 Closed
ECM
1102
Elgethun Capital Management
South Dakota
-$3.27M -71,940 Closed
WAM
1103
Wakefield Asset Management
Colorado
-$2.7M -59,381 Closed
Qube Research & Technologies (QRT)
1104
Qube Research & Technologies (QRT)
United Kingdom
-$2.66M -58,604 Closed
WWA
1105
WCG Wealth Advisors
Nevada
-$2.62M -57,677 Closed
MA
1106
MYDA Advisors
New York
-$2.27M -50,000 Closed
GCMG
1107
Gyroscope Capital Management Group
Florida
-$1.84M -40,435 Closed
TCM
1108
Teza Capital Management
Illinois
-$1.8M -39,569 Closed
CF
1109
Copperwynd Financial
Arizona
-$1.77M -38,843 Closed
FC
1110
FORA Capital
Florida
-$1.52M -33,457 Closed
VIA
1111
Vident Investment Advisory
Georgia
-$1.47M -32,386 Closed
Fiera Capital (Canada)
1112
Fiera Capital (Canada)
Quebec, Canada
-$1.41M -30,949 Closed
DA
1113
Duality Advisers
Florida
-$1.4M -30,736 Closed
SC
1114
Shay Capital
New York
-$1.36M -30,000 Closed
IFU
1115
iSAM Funds (UK)
United Kingdom
-$1.2M -26,480 Closed
IAIM
1116
International Assets Investment Management
Florida
-$235K -24,759 Closed
MYIA
1117
Mount Yale Investment Advisors
Colorado
-$1.08M -23,793 Closed
GIM
1118
Guardian Investment Management
California
-$976K -20,636 Closed
QT
1119
Quantamental Technologies
New York
-$924K -20,332 Closed
CFO
1120
Callan Family Office
Pennsylvania
-$884K -19,447 Closed
LCGC
1121
Legacy Capital Group California
California
-$874K -19,225 Closed
BAM
1122
Belpointe Asset Management
Nevada
-$845K -18,781 Closed
AWM
1123
Avitas Wealth Management
California
-$812K -17,861 Closed
SM
1124
Sciencast Management
New Jersey
-$696K -17,413 Closed
MHS
1125
M Holdings Securities
Oregon
-$759K -16,711 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.