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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
IIM
101
INTECH Investment Management
Florida
$32M -$3.44M -80,110 -10%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$31.4M +$9.44M +220,225 +47%
Point72 Asset Management
103
Point72 Asset Management
Connecticut
$30.2M +$28.4M +662,932 New
MIS
104
Morningstar Investment Services
Illinois
$30.1M -$411K -9,581 -1%
Skandinaviska Enskilda Banken (SEB)
105
Skandinaviska Enskilda Banken (SEB)
Sweden
$28M +$359K +8,363 +1%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$27.6M -$14M -326,664 -35%
SAM
107
Storebrand Asset Management
Norway
$27M -$2.65M -61,903 -9%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$26.8M +$1.52M +35,380 +6%
Citigroup
109
Citigroup
New York
$26.1M -$6.26M -145,994 -20%
BGIM
110
Brandywine Global Investment Management
Pennsylvania
$26M -$1.75M -40,848 -7%
DIA
111
Dana Investment Advisors
Wisconsin
$25.7M -$491K -11,450 -2%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$25.7M +$1.71M +39,846 +8%
Mitsubishi UFJ Asset Management
113
Mitsubishi UFJ Asset Management
Japan
$25.3M +$2.68M +62,556 +13%
Jacobs Levy Equity Management
114
Jacobs Levy Equity Management
New Jersey
$24.6M +$4.32M +100,617 +23%
TCM
115
TAM Capital Management
Connecticut
$24.5M +$23.1M +537,877 New
GC
116
Gillson Capital
Illinois
$24.2M +$15.6M +363,624 +215%
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.2M -$598K -13,950 -3%
HP
118
Hikari Power
Japan
$24.1M
Voloridge Investment Management
119
Voloridge Investment Management
Florida
$23.8M +$1.49M +34,670 +7%
MAA
120
Matrix Asset Advisors
New York
$23.6M -$495K -11,540 -2%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$22.9M +$557K +12,994 +3%
WMSA
122
Weiss Multi-Strategy Advisers
New York
$22.8M +$21.5M +500,638 New
GGS
123
Galvin Gaustad & Stein
Arizona
$22.6M +$2.3M +53,713 +12%
SW
124
SVB Wealth
Massachusetts
$22.6M -$313K -7,301 -1%
CC
125
Cannell & Co
New York
$22.4M +$426K +9,927 +2%

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.