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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
AC
1176
Abbrea Capital
California
-$202K -4,440 Closed
OBGC
1177
O'Brien Greene & Co
Pennsylvania
-$200K -4,406 Closed
BWCS
1178
Beirne Wealth Consulting Services
Connecticut
-$200K -4,405 Closed
MC
1179
Machina Capital
France
-$145K -3,200 Closed
TWA
1180
TCI Wealth Advisors
Arizona
-$137K -3,021 Closed
AAS
1181
Ameritas Advisory Services
Nebraska
-$125K -2,747 Closed
ETH
1182
Exos TFP Holdings
New York
-$117K -2,570 Closed
MME
1183
Meag Munich Ergo
Germany
-$94.3K -2,076 Closed
CM
1184
Cohanzick Management
New York
-$70.8K -2,000 Closed
TCWA
1185
Ten Capital Wealth Advisors
Washington
-$56.3K -1,239 Closed
GFL
1186
Granite FO LLC
New Hampshire
-$42.6K -1,000 Closed
PMFA
1187
Plante Moran Financial Advisors
Michigan
-$36.4K -800 Closed
HFM
1188
Harvest Fund Management
China
-$31K -678 Closed
PCM
1189
Pointe Capital Management
Michigan
-$13.8K -304 Closed
ASBI
1190
American State Bank (Iowa)
Iowa
-$11.4K -251 Closed
SFG
1191
Steward Financial Group
Texas
-$10K -229 Closed
SC
1192
Schubert & Co
Texas
-$8.09K -178 Closed
TWD
1193
True Wealth Design
Ohio
-$7.32K -161 Closed
NC
1194
NewSquare Capital
Pennsylvania
-$5.23K -115 Closed
SSC
1195
Syverson Strege & Co
Iowa
-$4.73K -104 Closed
RA
1196
Rise Advisors
New York
-$2.75K -60 Closed
IG
1197
ING Group
Netherlands
-$863 -19 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.