We are live on ! Find out more
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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$295M -$12.5M -227,457 -4%
Charles Schwab
27
Charles Schwab
California
$280M +$2.87M +52,095 +1%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$272M -$14.4M -262,460 -5%
Goldman Sachs
29
Goldman Sachs
New York
$271M -$49.4M -897,505 -16%
Bank of America
30
Bank of America
North Carolina
$243M +$34.1M +619,352 +17%
Parnassus Investments
31
Parnassus Investments
California
$229M -$45.5M -826,770 -17%
VanEck Associates
32
VanEck Associates
New York
$226M +$14.7M +267,613 +7%
Barclays
33
Barclays
United Kingdom
$219M +$55.3M +1,005,269 +36%
YAM
34
Yacktman Asset Management
Texas
$214M -$3.39M -61,644 -2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$199M +$12.7M +230,294 +7%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$153M +$16.3M +295,262 +13%
KBC Group
37
KBC Group
Belgium
$149M +$58.4M +1,061,088 +69%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$144M +$1.84M +33,372 +1%
Millennium Management
39
Millennium Management
New York
$139M +$113M +2,051,768 +567%
Prudential Financial
40
Prudential Financial
New Jersey
$136M -$13.1M -238,215 -9%
Deutsche Bank
41
Deutsche Bank
Germany
$134M -$11.5M -208,564 -8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$133M +$18.3M +331,889 +17%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$123M +$15.4M +280,244 +15%
UBS Group
44
UBS Group
Switzerland
$117M +$38.5M +699,730 +53%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$117M -$2.97M -53,895 -3%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$113M -$510K -9,266 -0.5%
JP Morgan Chase
47
JP Morgan Chase
New York
$112M +$25.3M +460,138 +31%
BIP
48
Brandes Investment Partners
California
$110M +$8.69M +157,835 +9%
Franklin Resources
49
Franklin Resources
California
$108M +$63.3M +1,149,480 +157%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$103M +$7.94M +144,227 +9%

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.