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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
AM
1126
AGF Management
Ontario, Canada
-$693K -15,240 Closed
JCIA
1127
Jackson Creek Investment Advisors
Colorado
-$494K -10,861 Closed
PP
1128
Paloma Partners
Connecticut
-$460K -10,718 Closed
SPW
1129
Sonoma Private Wealth
California
-$484K -10,662 Closed
CLOS
1130
Compagnie Lombard Odier SCmA
Switzerland
-$470K -10,347 Closed
CC
1131
Centiva Capital
New York
-$465K -10,233 Closed
DT
1132
Diversified Trust
Tennessee
-$462K -10,164 Closed
KFA
1133
Krane Funds Advisors
New York
-$457K -9,983 Closed
PCS
1134
Personal CFO Solutions
New Jersey
-$444K -9,761 Closed
DTL
1135
Dynamic Technology Lab
Singapore
-$432K -9,515 Closed
AG
1136
AIA Group
Hong Kong
-$428K -9,415 Closed
CPC
1137
Cookson Peirce & Co
Pennsylvania
-$404K -8,887 Closed
CT
1138
Coastline Trust
Rhode Island
-$381K -8,388 Closed
GCP
1139
GSA Capital Partners
United Kingdom
-$363K -7,991 Closed
SAG
1140
SageView Advisory Group
California
-$342K -7,519 Closed
ACM
1141
Acrisure Capital Management
Texas
-$327K -7,203 Closed
SC
1142
SRB Corp
Massachusetts
-$325K -7,144 Closed
PWM
1143
Perigon Wealth Management
California
-$295K -6,482 Closed
CW
1144
CreativeOne Wealth
Kansas
-$287K -6,327 Closed
LA
1145
LVW Advisors
New York
-$272K -5,977 Closed
ICP
1146
Interchange Capital Partners
Pennsylvania
-$268K -5,955 Closed
VF
1147
Virtu Financial
New York
-$266K -5,860 Closed
SFS
1148
Sowell Financial Services
Arkansas
-$261K -5,750 Closed
CM
1149
Columbus Macro
Pennsylvania
-$247K -5,487 Closed
BFM
1150
Boothbay Fund Management
New York
-$244K -5,373 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.