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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
PCA
1176
Personal Capital Advisors
California
-$364K -6,265 Closed
FFN
1177
Focus Financial Network
Minnesota
-$356K -6,137 Closed
PWPS
1178
Pinnacle Wealth Planning Services
Ohio
-$341K -5,874 Closed
AO
1179
Advisor OS
Illinois
-$341K -5,871 Closed
WP
1180
WealthShield Partners
North Carolina
-$332K -5,719 Closed
RP
1181
Riverwater Partners
Wisconsin
-$319K -5,501 Closed
NIM
1182
Northeast Investment Management
Massachusetts
-$305K -5,250 Closed
EN1L
1183
Engine No 1 LLC
California
-$302K -5,201 Closed
WI
1184
WrapManager Inc
California
-$284K -4,886 Closed
IP
1185
Intellectus Partners
California
-$284K -4,885 Closed
APP
1186
Alpha Paradigm Partners
Illinois
-$260K -4,472 Closed
NL
1187
NWAM LLC
Washington
-$255K -4,393 Closed
AFS
1188
Axiom Financial Strategies
Indiana
-$254K -4,381 Closed
FHC
1189
First Heartland Consultants
Missouri
-$253 -4,367 Closed
DT
1190
Diversified Trust
Tennessee
-$246K -4,228 Closed
FG
1191
Fiduciary Group
Georgia
-$242K -4,162 Closed
MCWS
1192
McKinley Carter Wealth Services
West Virginia
-$238K -4,090 Closed
GA
1193
GraniteShares Advisors
New York
-$233K -4,027 Closed
MFGM
1194
Marshall Financial Group (Maryland)
Maryland
-$234K -4,027 Closed
1WM
1195
1900 Wealth Management
Texas
-$232K -4,000 Closed
AL
1196
Arnhold LLC
New York
-$232K -4,000 Closed
BIA
1197
Biondo Investment Advisors
Pennsylvania
-$232K -4,000 Closed
RC
1198
RBO & Co
California
-$232K -4,000 Closed
MHC
1199
Meyer Handelman Company
New York
-$232K -3,993 Closed
ESB
1200
Essex Savings Bank
Connecticut
-$232K -3,986 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.