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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
SDIC
126
South Dakota Investment Council
South Dakota
$22.3M +$354K +8,261 +2%
ELC
127
Edgar Lomax Company
Virginia
$22.2M -$195K -4,545 -0.9%
RCM
128
Rings Capital Management
Illinois
$22.2M +$8.6M +200,470 +70%
Swedbank
129
Swedbank
Sweden
$22.1M +$38.6K +899 +0.2%
Korea Investment Corp
130
Korea Investment Corp
South Korea
$21.9M -$6.65M -154,946 -24%
LCS
131
Levin Capital Strategies
New York
$21.3M
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$20.5M -$390K -9,082 -2%
Truist Financial
133
Truist Financial
North Carolina
$20.4M -$927K -21,607 -5%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.2M +$313K +7,292 +2%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$20.1M
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20M +$351K +8,174 +2%
PCM
137
Prana Capital Management
Connecticut
$19.7M +$18.6M +433,798 New
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$19.4M -$1.25M -29,234 -6%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$19M +$3.26M +76,046 +22%
Alyeska Investment Group
140
Alyeska Investment Group
Illinois
$18.9M +$17.8M +415,000 New
PAMS
141
Pictet Asset Management (Switzerland)
Switzerland
$18.5M +$1.83M +42,649 +12%
Grantham, Mayo, Van Otterloo & Co (GMO)
142
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.5M +$3.45M +80,392 +25%
BA
143
Bridgewater Associates
Connecticut
$18.4M +$8.48M +197,705 +95%
RJA
144
Raymond James & Associates
Florida
$18.4M -$140K -3,264 -0.8%
Axa
145
Axa
France
$18.3M -$1.3M -30,314 -7%
KBC Group
146
KBC Group
Belgium
$18.2M +$14.5M +337,131 +537%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$17.6M -$2.29M -53,428 -12%
LA
148
LFL Advisers
Illinois
$17.4M
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$17.1M -$5.4M -125,832 -25%
Stifel Financial
150
Stifel Financial
Missouri
$16.9M -$256K -5,977 -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.