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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
SFG
1151
SevenBridge Financial Group
Pennsylvania
-$517K -13,413 Closed
EP
1152
Edgestream Partners
New Jersey
-$504K -13,088 Closed
PTC
1153
Petrus Trust Company
Texas
-$429K -11,143 Closed
MM
1154
MQS Management
New York
-$415K -10,761 Closed
BFM
1155
Boothbay Fund Management
New York
-$409K -10,621 Closed
OPPTF
1156
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$412K -10,381 Closed
DU
1157
Delphia (USA)
Ontario, Canada
-$330K -8,572 Closed
CC
1158
Corton Capital
Ontario, Canada
-$324K -8,414 Closed
MGIA
1159
Moneta Group Investment Advisors
Missouri
-$316K -8,204 Closed
AC
1160
Apella Capital
Connecticut
-$294K -7,627 Closed
SKK
1161
Shepherd Kaplan Krochuk
Massachusetts
-$285K -7,401 Closed
TL
1162
Tradewinds LLC
North Carolina
-$273K -7,075 Closed
VAM
1163
Verity Asset Management
North Carolina
-$268K -6,947 Closed
WPC
1164
Wedmont Private Capital
Pennsylvania
-$234K -6,066 Closed
TCOO
1165
Trust Company of Oklahoma
Oklahoma
-$231K -5,996 Closed
TSS
1166
Two Sigma Securities
New York
-$237K -5,533 Closed
KJHP
1167
K.J. Harrison & Partners
Ontario, Canada
-$247K -5,400 Closed
NICM
1168
Neo Ivy Capital Management
New York
-$172K -4,460 Closed
PP
1169
Paloma Partners
Connecticut
-$164K -4,243 Closed
HI
1170
Hudock Inc
Pennsylvania
-$139K -3,609 Closed
FAIM
1171
Financial Advocates Investment Management
Washington
-$308K -3,040 Closed
IUHSA
1172
Itau Unibanco Holding S.A.
Brazil
-$117K -3,031 Closed
CA
1173
Capitolis Advisors
New York
-$88K -2,284 Closed
GWSG
1174
GPS Wealth Strategies Group
Colorado
-$83K -2,154 Closed
FA
1175
Financial Advantage
Maryland
-$55K -1,428 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.