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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
X
251
Xponance
Pennsylvania
$7.08M +$426K +7,741 +7%
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$7.05M +$651K +11,822 +11%
MG
253
Markel Group
Virginia
$7M
Public Sector Pension Investment Board (PSP Investments)
254
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.89M -$37.1K -674 -0.6%
YCM
255
Yousif Capital Management
Michigan
$6.84M -$225K -4,083 -3%
CGH
256
Crossmark Global Holdings
Texas
$6.8M -$192K -3,488 -3%
IMCOOI
257
Investment Management Corp of Ontario (IMCO)
Canada
$6.76M -$325K -5,900 -5%
Simplex Trading
258
Simplex Trading
Illinois
$6.74M +$301K +5,464 +5%
NYLIM
259
New York Life Investment Management
New York
$6.67M -$340K -6,184 -5%
AAIM
260
American Assets Investment Management
California
$6.63M
SC
261
Scotia Capital
Ontario, Canada
$6.46M -$36.4K -662 -0.6%
Neuberger Berman Group
262
Neuberger Berman Group
New York
$6.37M +$3.01M +54,614 +97%
RC
263
RBF Capital
California
$6.34M
OA
264
Oak Associates
Ohio
$6.31M +$55 +1 +0%
Janus Henderson Group
265
Janus Henderson Group
$6.16M -$263K -4,779 -4%
Ensign Peak Advisors
266
Ensign Peak Advisors
Utah
$6.15M +$712K +12,935 +14%
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$6.12M -$571K -10,377 -9%
JAM
268
Jupiter Asset Management
United Kingdom
$6.09M +$5.82M +105,632 New
SW
269
SVB Wealth
Massachusetts
$6.04M -$7.55M -137,059 -57%
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$6M +$1.1M +19,975 +24%
Vontobel Holding
271
Vontobel Holding
Switzerland
$5.97M -$109K -1,975 -2%
M
272
MOTCO
Texas
$5.94M -$223K -4,045 -4%
BBVA
273
Banco Bilbao Vizcaya Argentaria
Spain
$5.89M -$67.4K -1,225 -1%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$5.85M -$55.6K -1,009 -1%
KA
275
Kintegral Advisory
New York
$5.84M -$17.4K -316 -0.3%

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.