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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
WFAG
1226
Wescott Financial Advisory Group
Pennsylvania
-$202K -3,482 Closed
BBNA
1227
Bremer Bank National Association
Minnesota
-$201K -3,455 Closed
TIA
1228
Tiemann Investment Advisors
California
-$200K -3,452 Closed
GCM
1229
Gladius Capital Management
Illinois
-$195K -3,355 Closed
TCM
1230
TD Capital Management
Tennessee
-$134K -2,303 Closed
FPWM
1231
FSB Premier Wealth Management
Iowa
-$108K -1,862 Closed
BHWM
1232
Beaird Harris Wealth Management
Texas
-$76K -1,300 Closed
CA
1233
CoreCap Advisors
Michigan
-$72K -1,236 Closed
MAM
1234
Mystic Asset Management
Rhode Island
-$50K -871 Closed
SPA
1235
Shore Point Advisors
New Jersey
-$44K -754 Closed
FF
1236
FourThought Financial
Florida
-$42K -722 Closed
CFCI
1237
Comprehensive Financial Consultants Institutional
Indiana
-$38K -710 Closed
CH
1238
Canton Hathaway
Rhode Island
-$30K -520 Closed
EPM
1239
Equitec Proprietary Markets
Illinois
-$27K -469 Closed
CI
1240
Carroll Investors
South Carolina
-$25K -445 Closed
EWM
1241
Edge Wealth Management
New York
-$25K -423 Closed
AWA
1242
Amplius Wealth Advisors
Pennsylvania
-$21K -369 Closed
IPW
1243
IronBridge Private Wealth
Texas
-$17K -296 Closed
DFCM
1244
Dark Forest Capital Management
Puerto Rico
-$10K -175 Closed
TWM
1245
Tradition Wealth Management
Minnesota
-$6K -104 Closed
Optiver Holding
1246
Optiver Holding
Netherlands
-$5K -98 Closed
SFM
1247
Signet Financial Management
New Jersey
-$2K -41 Closed
EFS
1248
Econ Financial Services
Pennsylvania
-$2K -28 Closed
CSWM
1249
Cassady Schiller Wealth Management
Ohio
-$1K -22 Closed
SC
1250
Stephens Consulting
Michigan
-$1.22K -21 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.