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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
WIS
1151
Wright Investors Service
Connecticut
-$240K -5,287 Closed
JFL
1152
Jarislowsky, Fraser Ltd
Quebec, Canada
-$239K -5,264 Closed
VT
1153
Vise Technologies
New York
-$238K -5,245 Closed
BIP
1154
Blueprint Investment Partners
North Carolina
-$236K -5,202 Closed
CM
1155
Capula Management
Cayman Islands
-$234K -5,142 Closed
LWM
1156
Lyell Wealth Management
California
-$232K -5,115 Closed
MWM
1157
Meridian Wealth Management
Kentucky
-$231K -5,087 Closed
CAAS
1158
Capital Asset Advisory Services
Michigan
-$229K -5,036 Closed
CWA
1159
CM Wealth Advisors
Ohio
-$209K -5,000 Closed
DOA
1160
D'Orazio & Associates
Virginia
-$227K -4,985 Closed
HA
1161
Hofer & Associates
California
-$223K -4,893 Closed
AT
1162
American Trust
Kentucky
-$220K -4,852 Closed
AWC
1163
Abundance Wealth Counselors
Pennsylvania
-$219K -4,813 Closed
WPC
1164
Wedmont Private Capital
Pennsylvania
-$216K -4,786 Closed
CI
1165
Conning Inc
Connecticut
-$210K -4,612 Closed
HTC
1166
Haverford Trust Company
Pennsylvania
-$209K -4,603 Closed
SCM
1167
Sebold Capital Management
Illinois
-$206K -4,525 Closed
AWA
1168
Arkadios Wealth Advisors
Georgia
-$205K -4,509 Closed
RWM
1169
RKL Wealth Management
Pennsylvania
-$205K -4,506 Closed
SWA
1170
Sax Wealth Advisors
New Jersey
-$204K -4,481 Closed
PWMAG
1171
Pinnacle Wealth Management Advisory Group
New Jersey
-$203K -4,477 Closed
CW
1172
CIC Wealth
Maryland
-$203K -4,475 Closed
WI
1173
WrapManager Inc
California
-$203K -4,471 Closed
SBIA
1174
Sheaff Brock Investment Advisors
Indiana
-$203K -4,460 Closed
Nomura Holdings
1175
Nomura Holdings
Japan
-$191K -4,453 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.