Bank of New York Mellon
BNY
1,439 hedge funds and large institutions have $47.8B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 235 funds opening new positions, 470 increasing their positions, 491 reducing their positions, and 57 closing their positions.
312% more first-time investments, than exits
New positions opened: 235 | Existing positions closed: 57
50% more funds holding in top 10
Funds holding in top 10: 20 → 30 (+10)
43% more call options, than puts
Call options by funds: $399M | Put options by funds: $279M
12% more funds holding
Funds holding: 1,289 → 1,439 (+150)
7% more capital invested
Capital invested by funds: $44.6B → $47.8B (+$3.26B)
1.54% more ownership
Funds ownership: 84.04% → 85.58% (+1.5%)
4% less repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 491
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$289M |
| 2 |
Morgan Stanley
New York
|
+$240M |
| 3 |
JP Morgan Chase
New York
|
+$218M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$163M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$321M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$296M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$250M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$225M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$139M |
BNY Hedge Fund Activity: Q4 2024 in Review
1,439 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q4 2024, worth a combined $47.8B — up 7.3% from $44.6B a quarter earlier.
Buyers outnumbered sellers: 235 funds opened new BNY positions and 57 closed out — a net gain of 178 holders — while 470 added to existing stakes and 491 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $289M. The largest seller was Victory Capital Management, cutting an estimated $321M.
- 1,439 institutional investors held Bank of New York Mellon (BNY) as of Q4 2024, up from 1,289 in Q3 2024.
- Funds reported $47.8B of Bank of New York Mellon stock for Q4 2024, up 7.3% quarter-over-quarter.
- 235 funds opened new Bank of New York Mellon positions in Q4 2024 and 57 closed out, a net change of +178 holders.
- The largest Bank of New York Mellon buyer in Q4 2024 was Fidelity Investments, an estimated $289M added.
- The largest Bank of New York Mellon seller in Q4 2024 was Victory Capital Management, an estimated $321M sold.
Based on aggregated 13F filings for Q4 2024.