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BNY

Bank of New York Mellon

1,030 hedge funds and large institutions have $26.1B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 390 increasing their positions, 357 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 357

0.06% more ownership

Funds ownership: 83.86%83.92% (+0.06%)

2% less funds holding

Funds holding: 1,0541,030 (-24)

7% less capital invested

Capital invested by funds: $28.2B → $26.1B (-$2.11B)

12% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 90

18% less call options, than puts

Call options by funds: $102M | Put options by funds: $124M

Holders
1,030
Holders Change
-24
Holders Change %
-2.28%
% of All Funds
17.74%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
390
Reduced
357
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.8M +$94.6K +2,220 +0.5%
Axa
127
Axa
France
$16.7M +$3.19M +74,889 +21%
SFI
128
Susquehanna Fundamental Investments
Pennsylvania
$16.7M +$18.4M +432,605 New
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6M -$107K -2,510 -0.6%
MSV
130
MN Services Vermogensbeheer
Netherlands
$16.2M -$1.18M -27,700 -6%
RJA
131
Raymond James & Associates
Florida
$15.7M +$496K +11,629 +3%
PAM
132
Panagora Asset Management
Massachusetts
$15.6M +$2.43K +57 +0%
SFM
133
Soros Fund Management
New York
$15.5M +$16.9M +395,600 +7,030%
Lazard Asset Management
134
Lazard Asset Management
New York
$15.4M -$521K -12,226 -3%
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$14.8M +$14.6M +343,211 +1,047%
LA
136
LFL Advisers
Illinois
$14.7M -$426K -10,000 -3%
Stifel Financial
137
Stifel Financial
Missouri
$14.5M -$69K -1,619 -0.4%
Janus Henderson Group
138
Janus Henderson Group
$14.5M +$12.3M +288,696 +333%
UIM
139
USS Investment Management
United Kingdom
$14.3M -$2.47M -58,039 -14%
PAMS
140
Pictet Asset Management (Switzerland)
Switzerland
$14M -$177K -4,143 -1%
BC
141
Brookfield Corp
Ontario, Canada
$13.9M +$6.33M +148,565 +70%
MG
142
Markel Group
Virginia
$13.9M +$149K +3,500 +1%
BCM
143
Bronte Capital Management
Australia
$13.8M
Calamos Advisors
144
Calamos Advisors
Illinois
$13.2M +$69.1K +1,621 +0.5%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$13.2M -$1.86M -43,690 -11%
FP
146
Foundry Partners
Minnesota
$13.1M +$116K +2,725 +0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
147
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.5M -$1.54M -36,100 -10%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$12.5M -$363K -8,520 -3%
DAM
149
Delta Asset Management
Tennessee
$12.2M +$129K +3,020 +1%
TC
150
TwinBeech Capital
New York
$12.2M +$13.5M +316,169 New

BNY Hedge Fund Activity: Q3 2022 in Review

1,030 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2022, worth a combined $26.1B — down 7.5% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BNY and 79 opened new positions — a net loss of 11 holders — while 357 trimmed existing stakes and 390 added.

The largest buyer was Millennium Management, adding an estimated $200M. The largest seller was Berkshire Hathaway, cutting an estimated $433M.

  • 1,030 institutional investors held Bank of New York Mellon (BNY) as of Q3 2022, down from 1,054 in Q2 2022.
  • Funds reported $26.1B of Bank of New York Mellon stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q3 2022 and 90 closed out, a net change of -11 holders.
  • The largest Bank of New York Mellon buyer in Q3 2022 was Millennium Management, an estimated $200M added.
  • The largest Bank of New York Mellon seller in Q3 2022 was Berkshire Hathaway, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2022.