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BNY

Bank of New York Mellon

1,030 hedge funds and large institutions have $26.1B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 390 increasing their positions, 357 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

9% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 357

0.06% more ownership

Funds ownership: 83.86%83.92% (+0.06%)

2% less funds holding

Funds holding: 1,0541,030 (-24)

7% less capital invested

Capital invested by funds: $28.2B → $26.1B (-$2.11B)

12% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 90

18% less call options, than puts

Call options by funds: $102M | Put options by funds: $124M

Holders
1,030
Holders Change
-24
Holders Change %
-2.28%
% of All Funds
17.74%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
390
Reduced
357
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.6B +$50.4M +1,183,130 +2%
BlackRock
2
BlackRock
New York
$2.42B -$2.26M -52,960 -0.1%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$2.4B -$433M -10,146,575 -14%
Dodge & Cox
4
Dodge & Cox
California
$2.24B -$29.5M -692,790 -1%
State Street
5
State Street
Massachusetts
$1.25B -$10.8M -253,412 -0.8%
Artisan Partners
6
Artisan Partners
Wisconsin
$844M +$188K +4,408 +0%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$635M -$1.17M -27,391 -0.2%
American Century Companies
8
American Century Companies
Missouri
$629M -$7.13M -167,353 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$574M +$21.8M +510,488 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$560M -$107M -2,510,248 -15%
DSA
11
Davis Selected Advisers
Arizona
$524M -$9.31M -218,390 -2%
LP
12
Longview Partners
Guernsey
$469M -$33.7M -790,979 -6%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$416M -$6.87M -161,040 -1%
Norges Bank
14
Norges Bank
Norway
$413M +$9.57M +224,498 +2%
Victory Capital Management
15
Victory Capital Management
Texas
$357M +$48.1M +1,127,786 +14%
Wells Fargo
16
Wells Fargo
California
$344M +$1.96M +46,032 +0.5%
Goldman Sachs
17
Goldman Sachs
New York
$335M +$25.2M +591,585 +7%
Northern Trust
18
Northern Trust
Illinois
$316M -$5.36M -125,786 -2%
LSV Asset Management
19
LSV Asset Management
Illinois
$308M -$3.44M -80,600 -1%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$288M
Morgan Stanley
21
Morgan Stanley
New York
$268M +$3.27M +76,625 +1%
Legal & General Group
22
Legal & General Group
United Kingdom
$236M -$16.2M -379,279 -6%
Invesco
23
Invesco
Georgia
$233M +$305K +7,157 +0.1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$231M +$4.71M +110,488 +2%
Harris Associates
25
Harris Associates
Illinois
$216M -$23M -540,199 -9%

BNY Hedge Fund Activity: Q3 2022 in Review

1,030 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2022, worth a combined $26.1B — down 7.5% from $28.2B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of BNY and 79 opened new positions — a net loss of 11 holders — while 357 trimmed existing stakes and 390 added.

The largest buyer was Millennium Management, adding an estimated $200M. The largest seller was Berkshire Hathaway, cutting an estimated $433M.

  • 1,030 institutional investors held Bank of New York Mellon (BNY) as of Q3 2022, down from 1,054 in Q2 2022.
  • Funds reported $26.1B of Bank of New York Mellon stock for Q3 2022, down 7.5% quarter-over-quarter.
  • 79 funds opened new Bank of New York Mellon positions in Q3 2022 and 90 closed out, a net change of -11 holders.
  • The largest Bank of New York Mellon buyer in Q3 2022 was Millennium Management, an estimated $200M added.
  • The largest Bank of New York Mellon seller in Q3 2022 was Berkshire Hathaway, an estimated $433M sold.

Based on aggregated 13F filings for Q3 2022.