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BNY

Bank of New York Mellon

1,289 hedge funds and large institutions have $44.6B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 430 increasing their positions, 482 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 83

58% more call options, than puts

Call options by funds: $294M | Put options by funds: $186M

19% more capital invested

Capital invested by funds: $37.6B → $44.6B (+$7B)

3% more funds holding

Funds holding: 1,2491,289 (+40)

0.17% more ownership

Funds ownership: 83.88%84.04% (+0.17%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

11% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 482

Holders
1,289
Holders Change
+40
Holders Change %
+3.2%
% of All Funds
18.49%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
138
Increased
430
Reduced
482
Closed
83
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$8.76M +$13K +198 +0.2%
MG
252
Markel Group
Virginia
$8.73M
Mirae Asset Global Investments
253
Mirae Asset Global Investments
South Korea
$8.72M +$745K +11,325 +10%
AI
254
Atom Investors
Texas
$8.66M -$1.8M -27,433 -19%
X
255
Xponance
Pennsylvania
$8.6M +$67.7K +1,029 +0.9%
KAS
256
Kestra Advisory Services
Texas
$8.43M -$494K -7,512 -6%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$8.39M +$4.17M +63,427 +119%
CA
258
CSM Advisors
Pennsylvania
$8.35M -$570K -8,660 -7%
AAIM
259
American Assets Investment Management
California
$8.26M
Mirae Asset Global ETFs Holdings
260
Mirae Asset Global ETFs Holdings
Hong Kong
$8.21M -$906K -13,781 -11%
RJFSA
261
Raymond James Financial Services Advisors
Florida
$8.2M -$4.1M -62,347 -35%
CSIC
262
Clifford Swan Investment Counsel
California
$8.08M -$1.05M -15,902 -12%
KA
263
Kintegral Advisory
New York
$7.99M -$95.8K -1,457 -1%
RC
264
RBF Capital
California
$7.9M
NYLIM
265
New York Life Investment Management
New York
$7.86M -$380K -5,774 -5%
TC
266
TwinBeech Capital
New York
$7.73M +$7.08M +107,614 New
QCM
267
Quantinno Capital Management
New York
$7.73M +$1.75M +26,681 +33%
SOADOR
268
State of Alaska Department of Revenue
Alaska
$7.72M -$1.35M -20,540 -16%
OA
269
Oak Associates
Ohio
$7.7M +$723 +11 +0%
LA
270
LBP AM
France
$7.61M -$505K -7,683 -7%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$7.55M -$39.2K -596 -0.6%
EAM
272
Erste Asset Management
Austria
$7.52M +$500K +7,600 +8%
Janus Henderson Group
273
Janus Henderson Group
$7.34M
PMG
274
ProVise Management Group
Florida
$7.16M -$66.3K -1,008 -1%
M&T Bank
275
M&T Bank
New York
$7.12M -$165K -2,511 -2%

BNY Hedge Fund Activity: Q3 2024 in Review

1,289 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2024, worth a combined $44.6B — up 19% from $37.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BNY positions and 83 closed out — a net gain of 55 holders — while 430 added to existing stakes and 482 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $560M. The largest seller was Dodge & Cox, cutting an estimated $411M.

  • 1,289 institutional investors held Bank of New York Mellon (BNY) as of Q3 2024, up from 1,249 in Q2 2024.
  • Funds reported $44.6B of Bank of New York Mellon stock for Q3 2024, up 19% quarter-over-quarter.
  • 138 funds opened new Bank of New York Mellon positions in Q3 2024 and 83 closed out, a net change of +55 holders.
  • The largest Bank of New York Mellon buyer in Q3 2024 was Fidelity Investments, an estimated $560M added.
  • The largest Bank of New York Mellon seller in Q3 2024 was Dodge & Cox, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2024.