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BNY

Bank of New York Mellon

1,252 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 405 increasing their positions, 466 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 63

41% more call options, than puts

Call options by funds: $227M | Put options by funds: $161M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

7% more funds holding

Funds holding: 1,1651,252 (+87)

7% more capital invested

Capital invested by funds: $33.8B → $36.1B (+$2.33B)

1.17% less ownership

Funds ownership: 84.44%83.27% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 466

Holders
1,252
Holders Change
+87
Holders Change %
+7.47%
% of All Funds
18.02%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
164
Increased
405
Reduced
466
Closed
63
Calls
$227M
Puts
$161M
Net Calls
+$66.3M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPS
226
Susquehanna Portfolio Strategies
Pennsylvania
$8.6M
SOADOR
227
State of Alaska Department of Revenue
Alaska
$8.6M -$1.28M -23,320 -14%
CIBC World Market
228
CIBC World Market
Ontario, Canada
$8.51M +$67.5K +1,226 +0.8%
DWM
229
Dakota Wealth Management
Florida
$8.47M +$1.11M +20,162 +16%
Mariner
230
Mariner
Kansas
$8.46M -$100K -1,823 -1%
LA
231
LBP AM
France
$8.31M +$3.69M +67,085 +87%
ACM
232
Aquatic Capital Management
Illinois
$8.28M +$7.91M +143,700 New
CCMINC
233
Cardinal Capital Management Inc (North Carolina)
North Carolina
$8.07M +$557K +10,126 +8%
Comerica Bank
234
Comerica Bank
Texas
$8.05M -$471K -8,564 -6%
Fayez Sarofim & Co
235
Fayez Sarofim & Co
Texas
$7.96M
PD
236
Point72 (DIFC)
United Arab Emirates
$7.92M +$7.57M +137,454 New
HCM
237
Hillman Capital Management
Maryland
$7.82M -$34.6K -629 -0.5%
CNB
238
Czech National Bank
Czech Republic
$7.7M -$60.1K -1,092 -0.8%
CSIC
239
Clifford Swan Investment Counsel
California
$7.68M -$478K -8,680 -6%
URS
240
Utah Retirement Systems
Utah
$7.6M -$93.6K -1,700 -1%
JFG
241
Jefferies Financial Group
New York
$7.52M +$429K +7,800 +6%
EAM
242
Eagle Asset Management
Florida
$7.45M +$169K +3,067 +2%
VWA
243
Visionary Wealth Advisors
Illinois
$7.45M -$513K -9,309 -7%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$7.41M +$70.6K +1,282 +1%
BCM
245
Brookstone Capital Management
Illinois
$7.4M -$141K -2,556 -2%
QCM
246
QRG Capital Management
Illinois
$7.35M +$452K +8,204 +7%
CA
247
CSM Advisors
Pennsylvania
$7.33M -$102K -1,860 -1%
HighTower Advisors
248
HighTower Advisors
Illinois
$7.32M -$11.8M -213,784 -63%
DnB Asset Management
249
DnB Asset Management
Norway
$7.12M -$1.02M -18,466 -13%
MCM
250
Moore Capital Management
New York
$7.11M +$6.79M +123,394 New

BNY Hedge Fund Activity: Q1 2024 in Review

1,252 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q1 2024, worth a combined $36.1B — up 6.9% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BNY positions and 63 closed out — a net gain of 101 holders — while 405 added to existing stakes and 466 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Longview Partners, exiting entirely with an estimated $578M sold.

  • 1,252 institutional investors held Bank of New York Mellon (BNY) as of Q1 2024, up from 1,165 in Q4 2023.
  • Funds reported $36.1B of Bank of New York Mellon stock for Q1 2024, up 6.9% quarter-over-quarter.
  • 164 funds opened new Bank of New York Mellon positions in Q1 2024 and 63 closed out, a net change of +101 holders.
  • The largest Bank of New York Mellon buyer in Q1 2024 was Millennium Management, an estimated $113M added.
  • The largest Bank of New York Mellon seller in Q1 2024 was Longview Partners, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2024.