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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
BFM
1201
Boston Financial Management
Massachusetts
-$230K -3,966 Closed
LIM
1202
Leavell Investment Management
Alabama
-$230K -3,953 Closed
RW
1203
Rede Wealth
Virginia
-$228K -3,931 Closed
VWM
1204
Valley Wealth Managers
New Jersey
-$228K -3,927 Closed
VCA
1205
Verdence Capital Advisors
Maryland
-$227K -3,914 Closed
AC
1206
Addison Capital
Pennsylvania
-$227K -3,901 Closed
BEAM
1207
Baker Ellis Asset Management
Washington
-$226K -3,890 Closed
AC
1208
Abbrea Capital
California
-$224K -3,850 Closed
NB
1209
Northwest Bancshares
Pennsylvania
-$223K -3,838 Closed
SPC
1210
Stewart & Patten Company
California
-$222K -3,824 Closed
BHWM
1211
Bar Harbor Wealth Management
New Hampshire
-$222K -3,820 Closed
DWM
1212
Defined Wealth Management
Oregon
-$221K -3,800 Closed
OLA
1213
Oliver Luxxe Assets
New Jersey
-$219K -3,773 Closed
WCP
1214
Welch Capital Partners
New York
-$215K -3,701 Closed
BCM
1215
Bluefin Capital Management
New York
-$215K -3,700 Closed
SIC
1216
Schwartz Investment Counsel
Michigan
-$213K -3,664 Closed
SL
1217
Summitry LLC
California
-$212K -3,645 Closed
SWM
1218
Segment Wealth Management
Texas
-$211K -3,627 Closed
DA
1219
DCM Advisors
New York
-$208K -3,588 Closed
GAG
1220
GM Advisory Group
New York
-$206K -3,542 Closed
NLP
1221
Next Level Private
New York
-$205K -3,529 Closed
MWM
1222
Madison Wealth Management
Ohio
-$205K -3,523 Closed
SC
1223
Savant Capital
Illinois
-$204K -3,507 Closed
BLAM
1224
Bourne Lent Asset Management
New York
-$203K -3,500 Closed
RCG
1225
Regatta Capital Group
California
-$202K -3,484 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.