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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
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$9.23M +$310K +7,219 +4%
Creative Planning
202
Creative Planning
Kansas
$9.2M +$239K +5,566 +3%
WCMN
203
Westchester Capital Management (Nebraska)
Nebraska
$9.06M -$53.8K -1,255 -0.6%
IMPI
204
Ilmarinen Mutual Pension Insurance
Finland
$9.06M
Nomura Asset Management
205
Nomura Asset Management
Japan
$9.01M +$87.9K +2,050 +1%
RJFSA
206
Raymond James Financial Services Advisors
Florida
$8.92M +$171K +3,987 +2%
Nordea Investment Management
207
Nordea Investment Management
Sweden
$8.9M -$195K -4,552 -2%
AB
208
Amalgamated Bank
New York
$8.83M +$16.1K +375 +0.2%
HTI
209
Hikari Tsushin Inc
Japan
$8.82M
RJT
210
Raymond James Trust
Florida
$8.74M -$133K -3,112 -2%
MIM
211
MetLife Investment Management
New Jersey
$8.66M -$133K -3,112 -2%
LPL Financial
212
LPL Financial
California
$8.62M +$155K +3,623 +2%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$8.46M +$298K +6,956 +4%
Corient Private Wealth
214
Corient Private Wealth
Florida
$8.45M +$7.96M +185,719 New
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$8.39M +$116K +2,707 +1%
US Bancorp
216
US Bancorp
Minnesota
$8.34M +$2.25M +52,386 +40%
NCM
217
Novare Capital Management
North Carolina
$8.19M -$174K -4,050 -2%
BRA
218
Biechele Royce Advisors
Indiana
$8.17M +$822K +19,169 +12%
AT
219
AMF Tjänstepension
Sweden
$8.14M
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$7.94M +$5M +116,563 +201%
Acadian Asset Management
221
Acadian Asset Management
Massachusetts
$7.94M +$3.32M +77,435 +80%
FAF
222
Fjarde Ap-fonden
Sweden
$7.93M -$1.73M -40,400 -19%
ProShare Advisors
223
ProShare Advisors
Maryland
$7.92M +$294K +6,848 +4%
LGF
224
LGT Group Foundation
Liechtenstein
$7.91M +$946K +22,048 +15%
Public Sector Pension Investment Board (PSP Investments)
225
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.9M +$989K +23,072 +15%

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.