We are live on ! Find out more
BNY

Bank of New York Mellon

1,153 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 352 increasing their positions, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 55

10% more funds holding

Funds holding: 1,0521,153 (+101)

9% more capital invested

Capital invested by funds: $36.2B → $39.2B (+$3.08B)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.94% more ownership

Funds ownership: 81.07%82% (+0.94%)

12% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 398

41% less call options, than puts

Call options by funds: $153M | Put options by funds: $261M

Holders
1,153
Holders Change
+101
Holders Change %
+9.6%
% of All Funds
17.74%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.35%
New
171
Increased
352
Reduced
398
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
151
Calamos Advisors
Illinois
$17.3M +$502K +8,723 +3%
Franklin Resources
152
Franklin Resources
California
$17.2M -$1.65M -28,642 -9%
Osaic Holdings
153
Osaic Holdings
Arizona
$17M +$1.27M +22,035 +8%
Brown Advisory
154
Brown Advisory
Maryland
$17M +$44.7K +777 +0.3%
VanEck Associates
155
VanEck Associates
New York
$16.9M +$15.8M +274,411 +1,652%
AIG
156
American International Group
New York
$16.7M -$691K -12,009 -4%
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$16.3M +$16.1M +280,586 New
Allianz Asset Management
158
Allianz Asset Management
Germany
$16.1M -$922K -16,037 -5%
EDRH
159
Edmond de Rothschild Holding
Switzerland
$15.7M -$964K -16,765 -6%
TD Asset Management
160
TD Asset Management
Ontario, Canada
$15.6M -$1.36M -23,613 -8%
Korea Investment Corp
161
Korea Investment Corp
South Korea
$15.5M +$5.35M +93,000 +54%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$15.3M -$889K -15,455 -6%
Aviva
163
Aviva
United Kingdom
$15.2M -$1.23M -21,456 -8%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$15.1M +$2.11M +36,755 +16%
ZIG
165
Zurich Insurance Group
Switzerland
$14.9M -$24.5M -425,915 -62%
MGIA
166
Matthew Goff Investment Advisor
Texas
$14.9M -$20K -347 -0.1%
RIP
167
Rhino Investment Partners
Pennsylvania
$14.8M -$1.27M -22,000 -8%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$14.8M -$9.6M -166,973 -40%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$14.8M +$99.8K +1,735 +0.7%
CAM
170
Cacti Asset Management
Georgia
$14.8M
AHB
171
Abner Herrman & Brock
New Jersey
$14.7M +$319K +5,549 +2%
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$14.6M -$1.21M -20,962 -8%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$14.6M +$1.18M +20,458 +9%
CCT
174
Country Club Trust
Missouri
$14.5M +$214K +3,721 +2%
CSIC
175
Clifford Swan Investment Counsel
California
$14.2M -$330K -5,736 -2%

BNY Hedge Fund Activity: Q4 2021 in Review

1,153 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2021, worth a combined $39.2B — up 8.5% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 171 funds opened new BNY positions and 55 closed out — a net gain of 116 holders — while 352 added to existing stakes and 398 trimmed.

The largest buyer was Millennium Management, adding an estimated $89.4M. The largest seller was American Century Companies, cutting an estimated $176M.

  • 1,153 institutional investors held Bank of New York Mellon (BNY) as of Q4 2021, up from 1,052 in Q3 2021.
  • Funds reported $39.2B of Bank of New York Mellon stock for Q4 2021, up 8.5% quarter-over-quarter.
  • 171 funds opened new Bank of New York Mellon positions in Q4 2021 and 55 closed out, a net change of +116 holders.
  • The largest Bank of New York Mellon buyer in Q4 2021 was Millennium Management, an estimated $89.4M added.
  • The largest Bank of New York Mellon seller in Q4 2021 was American Century Companies, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2021.