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BNY

Bank of New York Mellon

1,054 hedge funds and large institutions have $28.2B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 399 increasing their positions, 363 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 363

0.02% less ownership

Funds ownership: 83.88%83.86% (-0.02%)

8% less funds holding

Funds holding: 1,1431,054 (-89)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

16% less capital invested

Capital invested by funds: $33.6B → $28.2B (-$5.38B)

39% less call options, than puts

Call options by funds: $87.2M | Put options by funds: $144M

51% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 140

Holders
1,054
Holders Change
-89
Holders Change %
-7.79%
% of All Funds
17.75%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
399
Reduced
363
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1151
Appleton Partners
Massachusetts
-$210K -4,225 Closed
SB
1152
Sunflower Bank
Texas
-$209K -4,217 Closed
CFA
1153
Capstone Financial Advisors
Illinois
-$209K -4,205 Closed
PCA
1154
Peddock Capital Advisors
Massachusetts
-$207K -4,180 Closed
BOH
1155
Bank of Hawaii
Hawaii
-$207K -4,173 Closed
MWP
1156
MYCIO Wealth Partners
Pennsylvania
-$206K -4,156 Closed
JWCA
1157
J.W. Cole Advisors
Florida
-$206K -4,149 Closed
KFS
1158
Kaizen Financial Strategies
California
-$203K -4,090 Closed
FI
1159
Fractal Investments
Connecticut
-$202K -4,064 Closed
RCM
1160
Radnor Capital Management
Pennsylvania
-$201K -4,045 Closed
SAS
1161
Sanford Advisory Services
Michigan
-$200K -4,037 Closed
GA
1162
Geller Advisors
New York
-$200K -4,035 Closed
CWM
1163
Chemistry Wealth Management
New York
-$200K -4,023 Closed
RP
1164
Rowlandmiller & Partners
Georgia
-$124K -2,495 Closed
PWP
1165
Pursue Wealth Partners
California
-$93.8K -1,964 Closed
T
1166
TCWP
Ohio
-$97K -1,959 Closed
HA
1167
Herold Advisors
New York
-$58.8K -1,185 Closed
CWM
1168
Cranbrook Wealth Management
Michigan
-$45K -901 Closed
LAS
1169
Lloyd Advisory Services
Georgia
-$44K -892 Closed
CAGAS
1170
Capital Advisory Group Advisory Services
Minnesota
-$40K -807 Closed
BFC
1171
Bedel Financial Consulting
Indiana
-$40K -801 Closed
FCA
1172
FinTrust Capital Advisors
South Carolina
-$39K -781 Closed
MFA
1173
McClarren Financial Advisors
Pennsylvania
-$31K -626 Closed
RTC
1174
Riverview Trust Company
Washington
-$23K -460 Closed
Koshinski Asset Management
1175
Koshinski Asset Management
Illinois
-$22K -443 Closed

BNY Hedge Fund Activity: Q2 2022 in Review

1,054 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2022, worth a combined $28.2B — down 16% from $33.6B a quarter earlier.

Sellers outnumbered buyers: 140 funds closed out of BNY and 68 opened new positions — a net loss of 72 holders — while 363 trimmed existing stakes and 399 added.

The largest buyer was BlackRock, adding an estimated $331M. The largest seller was Nuveen, cutting an estimated $145M.

  • 1,054 institutional investors held Bank of New York Mellon (BNY) as of Q2 2022, down from 1,143 in Q1 2022.
  • Funds reported $28.2B of Bank of New York Mellon stock for Q2 2022, down 16% quarter-over-quarter.
  • 68 funds opened new Bank of New York Mellon positions in Q2 2022 and 140 closed out, a net change of -72 holders.
  • The largest Bank of New York Mellon buyer in Q2 2022 was BlackRock, an estimated $331M added.
  • The largest Bank of New York Mellon seller in Q2 2022 was Nuveen, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2022.