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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
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$12M
Mirae Asset Global Investments
177
Mirae Asset Global Investments
South Korea
$12M +$4.97M +115,935 +79%
CF
178
Cantor Fitzgerald
New York
$11.7M +$237K +5,533 +2%
CAM
179
Cacti Asset Management
Georgia
$11.6M
Hudson Bay Capital Management
180
Hudson Bay Capital Management
Connecticut
$11.4M +$10.7M +250,000 New
Fifth Third Bancorp
181
Fifth Third Bancorp
Ohio
$11.3M -$595K -13,863 -5%
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$11.2M -$1.07M -25,029 -9%
CWM
183
CIBC World Markets
New York
$11.1M +$5.23M +121,919 +100%
Teacher Retirement System of Texas
184
Teacher Retirement System of Texas
Texas
$10.9M -$966K -22,518 -9%
Retirement Systems of Alabama
185
Retirement Systems of Alabama
Alabama
$10.7M -$370K -8,618 -4%
AAM
186
Auxier Asset Management
Oregon
$10.7M -$15.2K -355 -0.2%
AIG
187
American International Group
New York
$10.7M -$1.28M -29,815 -11%
ACH
188
ArrowMark Colorado Holdings
Colorado
$10.2M
IP
189
Isthmus Partners
Wisconsin
$10.1M +$499K +11,646 +6%
SOMRS
190
State of Michigan Retirement System
Michigan
$10.1M +$38.6K +900 +0.4%
CSIC
191
Clifford Swan Investment Counsel
California
$9.91M +$426K +9,942 +5%
UIM
192
USS Investment Management
United Kingdom
$9.9M -$6.53M -152,300 -41%
CCB
193
Country Club Bank
Missouri
$9.83M -$472K -11,008 -5%
WorldQuant Millennium Advisors
194
WorldQuant Millennium Advisors
New York
$9.77M +$9.2M +214,549 New
BCM
195
Bronte Capital Management
Australia
$9.62M -$6.28M -146,394 -41%
ASRS
196
Arizona State Retirement System
Arizona
$9.52M +$24.7K +575 +0.3%
Financial Engines Advisors
197
Financial Engines Advisors
California
$9.5M -$287K -6,689 -3%
DekaBank Deutsche Girozentrale
198
DekaBank Deutsche Girozentrale
Germany
$9.48M +$574K +13,374 +7%
FAF
199
Första AP-fonden
Sweden
$9.46M +$386K +9,000 +5%
Handelsbanken Fonder
200
Handelsbanken Fonder
Sweden
$9.3M

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.