Bank of New York Mellon
BNY
1,165 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 364 increasing their positions, 429 reducing their positions, and 78 closing their positions.
127% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 78
43% more call options, than puts
Call options by funds: $234M | Put options by funds: $164M
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
24% more capital invested
Capital invested by funds: $27.4B → $33.8B (+$6.45B)
8% more funds holding
Funds holding: 1,083 → 1,165 (+82)
2.15% more ownership
Funds ownership: 82.29% → 84.44% (+2.1%)
15% less repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 429
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$350M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$321M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$198M |
| 4 |
State Street
Boston,
Massachusetts
|
+$57.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$56.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$122M |
| 2 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$68.4M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$49.2M |
| 4 |
Bank of New York Mellon
New York
|
-$48M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.9M |
BNY Hedge Fund Activity: Q4 2023 in Review
1,165 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2023, worth a combined $33.8B — up 24% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new BNY positions and 78 closed out — a net gain of 99 holders — while 364 added to existing stakes and 429 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $350M. The largest seller was Bank of America, cutting an estimated $122M.
- 1,165 institutional investors held Bank of New York Mellon (BNY) as of Q4 2023, up from 1,083 in Q3 2023.
- Funds reported $33.8B of Bank of New York Mellon stock for Q4 2023, up 24% quarter-over-quarter.
- 177 funds opened new Bank of New York Mellon positions in Q4 2023 and 78 closed out, a net change of +99 holders.
- The largest Bank of New York Mellon buyer in Q4 2023 was Morgan Stanley, an estimated $350M added.
- The largest Bank of New York Mellon seller in Q4 2023 was Bank of America, an estimated $122M sold.
Based on aggregated 13F filings for Q4 2023.