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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.19B +$107M +2,493,742 +4%
BlackRock
2
BlackRock
New York
$2.94B +$69.9M +1,630,007 +3%
Dodge & Cox
3
Dodge & Cox
California
$2.72B +$74.3M +1,733,535 +3%
State Street
4
State Street
Massachusetts
$1.47B -$3.29M -76,637 -0.2%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$1.14B -$1.59B -37,141,011 -60%
Artisan Partners
6
Artisan Partners
Wisconsin
$971M -$25.3M -589,106 -3%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$780M +$27.8M +647,934 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$685M +$6.21M +144,887 +1%
American Century Companies
9
American Century Companies
Missouri
$684M -$55M -1,282,551 -8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$621M -$39M -908,454 -6%
DSA
11
Davis Selected Advisers
Arizona
$599M -$19.3M -450,279 -3%
LP
12
Longview Partners
Guernsey
$549M -$5.52M -128,600 -1%
Norges Bank
13
Norges Bank
Norway
$503M +$14.6M +340,296 +3%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$446M -$42.5M -990,034 -9%
Victory Capital Management
15
Victory Capital Management
Texas
$428M +$5.25M +122,471 +1%
Wells Fargo
16
Wells Fargo
California
$407M +$26.2K +610 +0%
Northern Trust
17
Northern Trust
Illinois
$391M +$17.3M +403,439 +5%
Goldman Sachs
18
Goldman Sachs
New York
$380M -$14.5M -339,141 -4%
AWA
19
Arete Wealth Advisors
Illinois
$368M +$60.7K +1,415 +21%
Nuveen
20
Nuveen
North Carolina
$368M +$132M +3,083,746 +62%
Millennium Management
21
Millennium Management
New York
$365M +$143M +3,329,595 +71%
Morgan Stanley
22
Morgan Stanley
New York
$358M +$39.3M +916,664 +13%
Citadel Advisors
23
Citadel Advisors
Florida
$352M +$284M +6,630,369 +599%
Amundi
24
Amundi
France
$347M +$127M +2,957,380 +70%
LSV Asset Management
25
LSV Asset Management
Illinois
$346M -$16.6M -387,784 -5%

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.