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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 367 increasing their positions, 440 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $157M | Put options by funds: $126M

0.53% more ownership

Funds ownership: 81.73%82.26% (+0.53%)

3% less capital invested

Capital invested by funds: $29.9B → $28.9B (-$1.01B)

4% less funds holding

Funds holding: 1,1281,080 (-48)

17% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 440

37% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 116

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
1,080
Holders Change
-48
Holders Change %
-4.26%
% of All Funds
16.95%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
367
Reduced
440
Closed
116
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
126
Brandywine Global Investment Management
Pennsylvania
$21.7M -$2.07M -48,213 -9%
KBC Group
127
KBC Group
Belgium
$21.6M +$796K +18,554 +4%
CC
128
Cannell & Co
New York
$21.5M -$67.8K -1,579 -0.3%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$20.8M -$26.9M -627,365 -57%
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.7M +$522K +12,163 +3%
LCS
131
Levin Capital Strategies
New York
$20.4M -$282K -6,563 -1%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$20.4M -$10.6M -247,333 -35%
Stifel Financial
133
Stifel Financial
Missouri
$19.8M +$736K +17,160 +4%
RJA
134
Raymond James & Associates
Florida
$19.8M -$2.25M -52,443 -11%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$19.7M +$1.11M +25,947 +6%
State of New Jersey Common Pension Fund D
136
State of New Jersey Common Pension Fund D
New Jersey
$19.7M
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.4M -$698K -16,269 -4%
PAMS
138
Pictet Asset Management (Switzerland)
Switzerland
$19.2M +$1.21M +28,182 +7%
First Trust Advisors
139
First Trust Advisors
Illinois
$19M -$7.57M -176,363 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
140
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.8M +$1.16M +26,954 +7%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$18.5M -$612K -14,272 -3%
Teacher Retirement System of Texas
142
Teacher Retirement System of Texas
Texas
$18.4M +$4.62M +107,555 +35%
Macquarie Group
143
Macquarie Group
Australia
$18.1M +$12.2M +285,175 +236%
Skandinaviska Enskilda Banken (SEB)
144
Skandinaviska Enskilda Banken (SEB)
Sweden
$17.5M -$1.3M -30,254 -7%
Point72 Asset Management
145
Point72 Asset Management
Connecticut
$17.3M -$16.6M -385,947 -50%
CF
146
Cantor Fitzgerald
New York
$17.2M -$160K -3,736 -1%
MSV
147
MN Services Vermogensbeheer
Netherlands
$17.1M +$283K +6,600 +2%
LA
148
LFL Advisers
Illinois
$17M
Hudson Bay Capital Management
149
Hudson Bay Capital Management
Connecticut
$16.5M +$3.86M +90,000 +32%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$16.3M +$1.44M +33,645 +10%

BNY Hedge Fund Activity: Q2 2023 in Review

1,080 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2023, worth a combined $28.9B — down 3.4% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of BNY and 73 opened new positions — a net loss of 43 holders — while 440 trimmed existing stakes and 367 added.

The largest buyer was Norges Bank, adding an estimated $141M. The largest seller was Fayez Sarofim & Co, cutting an estimated $128M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2023, down from 1,128 in Q1 2023.
  • Funds reported $28.9B of Bank of New York Mellon stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 73 funds opened new Bank of New York Mellon positions in Q2 2023 and 116 closed out, a net change of -43 holders.
  • The largest Bank of New York Mellon buyer in Q2 2023 was Norges Bank, an estimated $141M added.
  • The largest Bank of New York Mellon seller in Q2 2023 was Fayez Sarofim & Co, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2023.