We are live on ! Find out more
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
JFGIW
1126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K -$53.8K -947 -96%
SC
1127
Schubert & Co
Texas
$2K -$1.02K -18 -29%
PAI
1128
Pittenger & Anderson Inc
Nebraska
$2K +$2.1K +37 New
MFT
1129
Moisand Fitzgerald Tamayo
Florida
$2K +$2.39K +42 New
MA
1130
Montag & Associates
Georgia
$1K -$42.9K -754 -96%
DHGWA
1131
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K -$9.89K -174 -87%
LWA
1132
Lenox Wealth Advisors
New York
$1K -$1.48K -26 -65%
BWM
1133
BerganKDV Wealth Management
Minnesota
$1K
CHA
1134
Carmichael Hill & Associates
Maryland
$1K
CA
1135
Centerpoint Advisors
Massachusetts
$1K
GWMIA
1136
Global Wealth Management Investment Advisory
Florida
$1K
SCA
1137
Sandy Cove Advisors
Massachusetts
$1K
S
1138
Surevest
California
$1K
SIC
1139
SJS Investment Consulting
Ohio
$1K +$455 +8 +62%
MAM
1140
Marquette Asset Management
Minnesota
$1K +$625 +11 New
KFS
1141
Kelly Financial Services
Massachusetts
$720
WIM
1142
Westside Investment Management
California
$11
Balyasny Asset Management
1143
Balyasny Asset Management
Illinois
-$40.1M -691,273 Closed
TFA
1144
Tobias Financial Advisors
Florida
-$35.9M -618,400 Closed
ZIG
1145
Zurich Insurance Group
Switzerland
-$14.9M -256,229 Closed
RIP
1146
Rhino Investment Partners
Pennsylvania
-$14.8M -255,318 Closed
Alyeska Investment Group
1147
Alyeska Investment Group
Illinois
-$12.2M -210,000 Closed
CCM
1148
Channing Capital Management
Illinois
-$11.2M -192,312 Closed
BC
1149
Brookfield Corp
Ontario, Canada
-$10.9M -187,214 Closed
FC
1150
Full18 Capital
Connecticut
-$8.19M -138,331 Closed

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.