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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
MG
151
Markel Group
Virginia
$16.3M
National Bank of Canada
152
National Bank of Canada
Quebec, Canada
$15.8M +$9.54M +222,357 +173%
HP
153
Hikari Power
Japan
$15.7M -$2.39M -55,620 -14%
SW
154
SVB Wealth
Massachusetts
$15.5M -$4.77M -111,198 -24%
BC
155
Brookfield Corp
Ontario, Canada
$15.3M +$3.48M +81,058 +31%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$14.9M +$445K +10,380 +3%
TG
157
TCW Group
California
$14.8M +$4.56M +106,345 +47%
HighTower Advisors
158
HighTower Advisors
Illinois
$14.8M +$716K +16,686 +5%
DAM
159
Delta Asset Management
Tennessee
$14.6M +$320K +7,449 +2%
FP
160
Foundry Partners
Minnesota
$14.4M -$69.6K -1,623 -0.5%
AOI
161
Auto-Owners Insurance
Michigan
$14.3M
Allianz Asset Management
162
Allianz Asset Management
Germany
$14.3M -$403K -9,388 -3%
Asset Management One
163
Asset Management One
Japan
$14.3M -$862K -20,096 -6%
IMRF
164
Illinois Municipal Retirement Fund
Illinois
$13.3M +$8.04M +187,317 +168%
Walleye Capital
165
Walleye Capital
New York
$13.1M +$9.66M +225,226 +328%
Brown Advisory
166
Brown Advisory
Maryland
$12.9M -$101K -2,364 -0.8%
PE
167
Point72 Europe
United Kingdom
$12.7M -$6.65M -155,039 -35%
Osaic Holdings
168
Osaic Holdings
Arizona
$12.6M -$1.18M -27,469 -9%
MGIA
169
Matthew Goff Investment Advisor
Texas
$12.4M +$127K +2,951 +1%
Calamos Advisors
170
Calamos Advisors
Illinois
$12.3M -$1.59K -37 -0%
Royal London Asset Management
171
Royal London Asset Management
United Kingdom
$12.1M +$624K +14,540 +6%
Voloridge Investment Management
172
Voloridge Investment Management
Florida
$11.9M -$518K -12,065 -4%
Corient Private Wealth
173
Corient Private Wealth
Florida
$11.8M -$218K -5,088 -2%
CCM
174
Cinctive Capital Management
New York
$11.6M +$814K +18,966 +8%
BRA
175
Biechele Royce Advisors
Indiana
$11.4M +$2.36M +54,900 +27%

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.