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BNY

Bank of New York Mellon

1,143 hedge funds and large institutions have $33.6B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 403 increasing their positions, 390 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.88% more ownership

Funds ownership: 82%83.88% (+1.9%)

7% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 111

3% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 390

1% less funds holding

Funds holding: 1,1531,143 (-10)

14% less capital invested

Capital invested by funds: $39.2B → $33.6B (-$5.68B)

31% less call options, than puts

Call options by funds: $103M | Put options by funds: $150M

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
1,143
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
18.03%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
403
Reduced
390
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.59B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.23B -$36.7M -645,149 -1%
Dodge & Cox
3
Dodge & Cox
California
$2.87B -$20.2M -355,897 -0.6%
BlackRock
4
BlackRock
New York
$2.76B +$7.13M +125,465 +0.2%
State Street
5
State Street
Massachusetts
$1.76B -$67.9M -1,194,919 -3%
Artisan Partners
6
Artisan Partners
Wisconsin
$934M -$8.88M -156,235 -0.8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$907M -$88.1M -1,548,903 -8%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$784M -$10.3M -181,931 -1%
American Century Companies
9
American Century Companies
Missouri
$717M +$63.2M +1,110,848 +8%
DSA
10
Davis Selected Advisers
Arizona
$707M -$27.8M -488,397 -3%
LP
11
Longview Partners
Guernsey
$651M -$75.9M -1,334,748 -9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$600M +$7.2M +126,654 +1%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$511M +$110M +1,938,440 +23%
Norges Bank
14
Norges Bank
Norway
$509M +$39.4M +692,345 +7%
Wells Fargo
15
Wells Fargo
California
$449M +$31.1M +546,552 +6%
Nuveen
16
Nuveen
North Carolina
$435M +$32M +562,222 +7%
Northern Trust
17
Northern Trust
Illinois
$423M -$24.6M -433,236 -5%
LSV Asset Management
18
LSV Asset Management
Illinois
$378M +$14.8M +259,773 +4%
Fayez Sarofim & Co
19
Fayez Sarofim & Co
Texas
$371M
Victory Capital Management
20
Victory Capital Management
Texas
$368M +$27.3M +479,927 +7%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$353M -$36.8M -647,512 -8%
Legal & General Group
22
Legal & General Group
United Kingdom
$343M +$4.91M +86,362 +1%
Invesco
23
Invesco
Georgia
$321M -$224M -3,943,291 -38%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$285M -$593K -10,425 -0.2%
UBS AM
25
UBS AM
Illinois
$278M +$10.8M +189,340 +3%

BNY Hedge Fund Activity: Q1 2022 in Review

1,143 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2022, worth a combined $33.6B — down 14% from $39.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BNY positions and 111 closed out — a net gain of 8 holders — while 403 added to existing stakes and 390 trimmed.

The largest buyer was Ameriprise, adding an estimated $124M. The largest seller was Invesco, cutting an estimated $224M.

  • 1,143 institutional investors held Bank of New York Mellon (BNY) as of Q1 2022, down from 1,153 in Q4 2021.
  • Funds reported $33.6B of Bank of New York Mellon stock for Q1 2022, down 14% quarter-over-quarter.
  • 119 funds opened new Bank of New York Mellon positions in Q1 2022 and 111 closed out, a net change of +8 holders.
  • The largest Bank of New York Mellon buyer in Q1 2022 was Ameriprise, an estimated $124M added.
  • The largest Bank of New York Mellon seller in Q1 2022 was Invesco, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.