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BNY

Bank of New York Mellon

1,052 hedge funds and large institutions have $36.2B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 358 increasing their positions, 399 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

2% less capital invested

Capital invested by funds: $36.9B → $36.2B (-$778M)

1.56% less ownership

Funds ownership: 82.63%81.07% (-1.6%)

3% less funds holding

Funds holding: 1,0801,052 (-28)

10% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 399

19% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 86

19% less call options, than puts

Call options by funds: $166M | Put options by funds: $204M

Holders
1,052
Holders Change
-28
Holders Change %
-2.59%
% of All Funds
18.41%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
358
Reduced
399
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.75B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.57B -$47.3M -910,777 -1%
Dodge & Cox
3
Dodge & Cox
California
$3.18B -$23M -442,851 -0.7%
BlackRock
4
BlackRock
New York
$3.02B +$49.8M +957,284 +2%
State Street
5
State Street
Massachusetts
$1.9B -$58.8M -1,131,676 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.18B +$49.2M +946,283 +4%
Artisan Partners
7
Artisan Partners
Wisconsin
$984M -$76.4M -1,468,997 -7%
American Century Companies
8
American Century Companies
Missouri
$851M -$29M -558,792 -3%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$837M -$17.7M -340,963 -2%
LP
10
Longview Partners
Guernsey
$801M -$146M -2,812,936 -15%
DSA
11
Davis Selected Advisers
Arizona
$766M -$17.7M -340,967 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$660M -$7.71M -148,245 -1%
Invesco
13
Invesco
Georgia
$560M +$10M +193,129 +2%
Norges Bank
14
Norges Bank
Norway
$510M +$38.1M +733,467 +8%
Northern Trust
15
Northern Trust
Illinois
$478M +$8.19M +157,643 +2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$463M +$128M +2,468,746 +38%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$454M -$16.8M -323,100 -4%
Wells Fargo
18
Wells Fargo
California
$449M -$3.22M -61,991 -0.7%
Nuveen
19
Nuveen
North Carolina
$413M +$58.2M +1,119,202 +16%
LSV Asset Management
20
LSV Asset Management
Illinois
$384M +$20.9M +402,970 +6%
Fayez Sarofim & Co
21
Fayez Sarofim & Co
Texas
$383M -$39.2K -754 -0%
Legal & General Group
22
Legal & General Group
United Kingdom
$354M +$14.3M +275,086 +4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$340M -$25M -480,297 -7%
Victory Capital Management
24
Victory Capital Management
Texas
$339M +$38.9M +748,236 +13%
Morgan Stanley
25
Morgan Stanley
New York
$293M -$46.9M -902,062 -14%

BNY Hedge Fund Activity: Q3 2021 in Review

1,052 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2021, worth a combined $36.2B — down 2.1% from $36.9B a quarter earlier.

Sellers outnumbered buyers: 86 funds closed out of BNY and 70 opened new positions — a net loss of 16 holders — while 399 trimmed existing stakes and 358 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $128M. The largest seller was Longview Partners, cutting an estimated $146M.

  • 1,052 institutional investors held Bank of New York Mellon (BNY) as of Q3 2021, down from 1,080 in Q2 2021.
  • Funds reported $36.2B of Bank of New York Mellon stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 70 funds opened new Bank of New York Mellon positions in Q3 2021 and 86 closed out, a net change of -16 holders.
  • The largest Bank of New York Mellon buyer in Q3 2021 was T. Rowe Price Associates, an estimated $128M added.
  • The largest Bank of New York Mellon seller in Q3 2021 was Longview Partners, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2021.