We are live on ! Find out more
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
CSS
151
Cubist Systematic Strategies
Connecticut
$16.7M -$17M -395,252 -52%
HighTower Advisors
152
HighTower Advisors
Illinois
$16.7M +$7.47M +174,162 +90%
MG
153
Markel Group
Virginia
$16.6M +$172K +4,000 +1%
MSV
154
MN Services Vermogensbeheer
Netherlands
$16.6M -$2.43M -56,700 -13%
FP
155
Foundry Partners
Minnesota
$15.3M -$197K -4,587 -1%
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$15M +$201K +4,680 +1%
IP
157
Interval Partners
New York
$14.9M +$9.76M +227,524 +228%
SFI
158
Susquehanna Fundamental Investments
Pennsylvania
$14.7M -$4.71M -109,716 -25%
AOI
159
Auto-Owners Insurance
Michigan
$14.7M +$13.8M +322,300 New
Allianz Asset Management
160
Allianz Asset Management
Germany
$14.5M +$175K +4,072 +1%
DAM
161
Delta Asset Management
Tennessee
$14.5M +$72.8K +1,697 +0.5%
ACIM
162
Azimuth Capital Investment Management
Michigan
$14.3M +$6.48M +151,025 +92%
Franklin Resources
163
Franklin Resources
California
$14.2M +$3.92M +91,290 +41%
Osaic Holdings
164
Osaic Holdings
Arizona
$14.1M +$711K +16,569 +6%
Asset Management One
165
Asset Management One
Japan
$13.8M -$390K -9,097 -3%
Calamos Advisors
166
Calamos Advisors
Illinois
$13.8M -$1.72M -40,139 -12%
VanEck Associates
167
VanEck Associates
New York
$13.6M +$622K +14,513 +5%
BC
168
Brookfield Corp
Ontario, Canada
$13.6M -$2.74M -63,795 -18%
Brown Advisory
169
Brown Advisory
Maryland
$13.2M +$60K +1,399 +0.5%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$12.9M +$670K +15,630 +6%
Rafferty Asset Management
171
Rafferty Asset Management
New York
$12.9M +$1.32M +30,702 +12%
MGIA
172
Matthew Goff Investment Advisor
Texas
$12.6M -$41.1K -959 -0.3%
DnB Asset Management
173
DnB Asset Management
Norway
$12.5M +$245K +5,702 +2%
TD Asset Management
174
TD Asset Management
Ontario, Canada
$12.3M -$14.2K -330 -0.1%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$12.1M -$38.9K -908 -0.3%

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.