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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
FAF
201
Första AP-fonden
Sweden
$10.9M +$454K +7,900 +4%
BC
202
Brookfield Corp
Ontario, Canada
$10.9M +$10.8M +187,214 New
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$10.8M -$922K -16,029 -8%
MAA
204
Matrix Asset Advisors
New York
$10.7M +$762K +13,252 +8%
Los Angeles Capital Management
205
Los Angeles Capital Management
California
$10.6M -$4.99M -86,816 -32%
Creative Planning
206
Creative Planning
Kansas
$10.5M +$13.2K +229 +0.1%
WCMN
207
Westchester Capital Management (Nebraska)
Nebraska
$10.5M -$194K -3,371 -2%
RJT
208
Raymond James Trust
Florida
$10.4M +$214K +3,716 +2%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$10.1M -$277K -4,810 -3%
IP
210
Interval Partners
New York
$9.94M -$8.25M -143,445 -46%
Citadel Advisors
211
Citadel Advisors
Florida
$9.67M +$792K +13,780 +9%
MIM
212
MetLife Investment Management
New Jersey
$9.64M -$623K -10,842 -6%
Man Group
213
Man Group
United Kingdom
$9.63M -$6.7M -116,433 -41%
Janus Henderson Group
214
Janus Henderson Group
$9.58M +$430K +7,486 +5%
PIC
215
Portland Investment Counsel
Ontario, Canada
$9.56M -$725K -12,600 -7%
CA
216
CSM Advisors
Pennsylvania
$9.36M -$72.2K -1,255 -0.8%
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$9.25M +$1.49M +25,946 +19%
CFIA
218
Cantor Fitzgerald Investment Advisors
New York
$8.9M +$228K +3,973 +3%
CS
219
Candriam SCA
Luxembourg
$8.73M +$4.78M +83,167 +124%
Bank of Nova Scotia
220
Bank of Nova Scotia
Ontario, Canada
$8.72M +$856K +14,879 +11%
TAM
221
Trillium Asset Management
Massachusetts
$8.69M +$115K +1,992 +1%
BA
222
Bridgewater Associates
Connecticut
$8.62M -$11M -192,093 -56%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$8.58M -$492K -8,564 -5%
SSA
224
Schonfeld Strategic Advisors
New York
$8.46M -$21.5M -373,312 -72%
LPL Financial
225
LPL Financial
California
$8.45M +$1.56M +27,043 +23%

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.