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BNY

Bank of New York Mellon

1,080 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 367 increasing their positions, 440 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $157M | Put options by funds: $126M

0.53% more ownership

Funds ownership: 81.73%82.26% (+0.53%)

3% less capital invested

Capital invested by funds: $29.9B → $28.9B (-$1.01B)

4% less funds holding

Funds holding: 1,1281,080 (-48)

17% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 440

37% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 116

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

Holders
1,080
Holders Change
-48
Holders Change %
-4.26%
% of All Funds
16.95%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
367
Reduced
440
Closed
116
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.13B -$95.8M -2,232,058 -3%
BlackRock
2
BlackRock
New York
$2.88B -$59.8M -1,393,767 -2%
Dodge & Cox
3
Dodge & Cox
California
$2.64B -$21.4M -499,090 -0.8%
State Street
4
State Street
Massachusetts
$1.4B +$22.6M +526,561 +2%
Artisan Partners
5
Artisan Partners
Wisconsin
$900M -$9.08M -211,498 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$741M -$58.8M -1,370,473 -8%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$732M -$15.3M -357,362 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$690M +$9.88M +230,185 +2%
Norges Bank
9
Norges Bank
Norway
$678M +$141M +3,277,038 +27%
DSA
10
Davis Selected Advisers
Arizona
$585M +$5.3M +123,396 +0.9%
LP
11
Longview Partners
Guernsey
$569M +$13.5M +315,031 +3%
American Century Companies
12
American Century Companies
Missouri
$486M -$17M -395,489 -3%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$451M +$12.7M +295,630 +3%
Amundi
14
Amundi
France
$416M +$61.5M +1,432,337 +18%
Wells Fargo
15
Wells Fargo
California
$402M -$6.29M -146,664 -2%
Northern Trust
16
Northern Trust
Illinois
$389M +$3.32M +77,461 +0.9%
Victory Capital Management
17
Victory Capital Management
Texas
$384M +$7.33M +170,758 +2%
Morgan Stanley
18
Morgan Stanley
New York
$342M +$299K +6,977 +0.1%
LSV Asset Management
19
LSV Asset Management
Illinois
$327M -$7.86M -183,180 -2%
Nuveen
20
Nuveen
North Carolina
$322M +$126K +2,939 +0%
Harris Associates
21
Harris Associates
Illinois
$316M +$63.9M +1,489,556 +27%
Legal & General Group
22
Legal & General Group
United Kingdom
$292M +$38.2M +891,089 +16%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$286M +$3.35M +78,069 +1%
Goldman Sachs
24
Goldman Sachs
New York
$283M -$82.3M -1,917,127 -23%
Marshall Wace
25
Marshall Wace
United Kingdom
$276M -$31.8M -740,316 -11%

BNY Hedge Fund Activity: Q2 2023 in Review

1,080 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2023, worth a combined $28.9B — down 3.4% from $29.9B a quarter earlier.

Sellers outnumbered buyers: 116 funds closed out of BNY and 73 opened new positions — a net loss of 43 holders — while 440 trimmed existing stakes and 367 added.

The largest buyer was Norges Bank, adding an estimated $141M. The largest seller was Fayez Sarofim & Co, cutting an estimated $128M.

  • 1,080 institutional investors held Bank of New York Mellon (BNY) as of Q2 2023, down from 1,128 in Q1 2023.
  • Funds reported $28.9B of Bank of New York Mellon stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 73 funds opened new Bank of New York Mellon positions in Q2 2023 and 116 closed out, a net change of -43 holders.
  • The largest Bank of New York Mellon buyer in Q2 2023 was Norges Bank, an estimated $141M added.
  • The largest Bank of New York Mellon seller in Q2 2023 was Fayez Sarofim & Co, an estimated $128M sold.

Based on aggregated 13F filings for Q2 2023.