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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
PAM
76
Panagora Asset Management
Massachusetts
$72.2M -$2.17M -32,989 -3%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$72M -$6.57M -99,965 -9%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$70.2M +$5.42M +82,420 +9%
MGP
79
M&G plc
United Kingdom
$67.9M -$2.74M -41,684 -4%
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$65.3M -$4.02M -61,090 -6%
JAM
81
Jupiter Asset Management
United Kingdom
$64.9M +$59.4M +903,737 New
Aviva
82
Aviva
United Kingdom
$64.5M -$920K -13,984 -2%
Principal Financial Group
83
Principal Financial Group
Iowa
$63.5M +$981K +14,916 +2%
ZIM
84
Zacks Investment Management
Illinois
$62.6M +$57.3M +870,982 New
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$62.1M -$351K -5,330 -0.6%
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$61.7M +$40.3M +612,287 +248%
Lazard Asset Management
87
Lazard Asset Management
New York
$61.6M -$43.6M -663,304 -44%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$61.6M +$12.6M +192,269 +29%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$57.9M -$572K -8,696 -1%
Balyasny Asset Management
90
Balyasny Asset Management
Illinois
$57.9M -$62.2M -946,364 -54%
Credit Agricole
91
Credit Agricole
France
$56.7M +$23.9M +363,711 +86%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$54.3M -$1.29M -19,633 -3%
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$53.8M +$10.6M +161,889 +30%
CIM
94
Corda Investment Management
Texas
$52.4M -$2.15M -32,622 -4%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$52.3M -$3.69M -56,070 -7%
Swedbank
96
Swedbank
Sweden
$52.2M +$1.87M +28,384 +4%
Primecap Management
97
Primecap Management
California
$51.7M +$552K +8,400 +1%
CS
98
Candriam SCA
Luxembourg
$51.6M -$14.7M -223,214 -24%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$51.4M +$12.3M +187,645 +36%
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$51M -$6.55M -99,564 -12%

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.