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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
EWA
1101
EverSource Wealth Advisors
Alabama
$56.9K +$1.32K +24 +2%
GFPC
1102
Global Financial Private Client
Florida
$55.9K
ETC
1103
Exchange Traded Concepts
Oklahoma
$54.5K -$1.79M -32,583 -97%
SS
1104
Sunbelt Securities
Texas
$51.5K +$220 +4 +0.4%
AA
1105
Addison Advisors
Vermont
$50.6K
FF
1106
Friedenthal Financial
New Jersey
$49.4K +$47.2K +857 New
PK
1107
Pflug Koory
Nebraska
$49K
CYG
1108
Clean Yield Group
Vermont
$48K
SSB
1109
Sandy Spring Bank
Maryland
$47.8K +$1.6K +29 +4%
SCM
1110
Silvant Capital Management
Georgia
$44.6K
NRG
1111
Nemes Rush Group
Michigan
$43.8K
DSC
1112
Duncker Streett & Co
Missouri
$43.2K
UOTTAIMCU
1113
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$43.2K +$41.3K +750 New
BG
1114
Bollard Group
Massachusetts
$43K +$165 +3 +0.4%
WPA
1115
West Paces Advisors
Georgia
$40.7K -$69.2K -1,257 -64%
TFIPS
1116
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.3K -$22K -400 -36%
SN
1117
Sittner & Nelson
Oregon
$40.3K
AssetMark Inc
1118
AssetMark Inc
California
$39.5K +$1.49K +27 +4%
HWA
1119
HHM Wealth Advisors
Tennessee
$38.6K
BSWA
1120
Bromfield Sneider Wealth Advisors
Massachusetts
$38.4K
HFM
1121
Hartford Financial Management
Connecticut
$38.1K +$1.98K +36 +6%
CBT
1122
Central Bank & Trust
Kentucky
$38K -$3.8K -69 -9%
FPB
1123
First PREMIER Bank
South Dakota
$38K
BBHC
1124
Brown Brothers Harriman & Co
New York
$37.5K +$12.1K +220 +51%
CA
1125
Continuum Advisory
Idaho
$36.4K -$504K -9,153 -94%

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.