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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
ATC
1126
Adirondack Trust Company
New York
$35.8K +$4.35K +79 +15%
VAG
1127
VisionPoint Advisory Group
Texas
$34.9K -$4.02K -73 -11%
OIA
1128
Optimum Investment Advisors
Illinois
$34.6K
CIA
1129
Cape Investment Advisory
Georgia
$34.5K -$3.14K -57 -9%
KSWA
1130
Kathleen S. Wright Associates
Pennsylvania
$31.7K +$30.3K +550 New
FCAS
1131
First Command Advisory Services
Texas
$31.5K
FWA
1132
FSC Wealth Advisors
New York
$31.3K
AEPWM
1133
Atlantic Edge Private Wealth Management
Florida
$30.7K
CG
1134
Cutler Group
California
$30K +$28.8K +524 New
SL
1135
Salomon & Ludwin
Virginia
$29.5K
ZB
1136
Zions Bancorporation
Utah
$29.4K -$1.49K -27 -5%
VWM
1137
Venturi Wealth Management
Texas
$28.9K +$6.28K +114 +29%
MSFP
1138
Mark Sheptoff Financial Planning
Connecticut
$28.8K
SGC
1139
Slocum, Gordon & Co
Rhode Island
$28.8K
WIA
1140
Wetzel Investment Advisors
Indiana
$28.2K +$12.7K +230 +82%
PI
1141
PEAK6 Investments
Illinois
$27.9K +$26.6K +484 New
RFG
1142
REAP Financial Group
Texas
$27.8K -$82.9K -1,506 -76%
JWM
1143
Janiczek Wealth Management
Colorado
$27.3K +$110 +2 +0.4%
BTI
1144
Blue Trust Inc
Georgia
$26.4K -$22K -400 -47%
SWA
1145
SOA Wealth Advisors
New York
$25.5K +$165 +3 +0.7%
BONH
1146
Bank of New Hampshire
New Hampshire
$25.5K
CT
1147
Caldwell Trust
Florida
$25.4K
MCM
1148
MidAtlantic Capital Management
Virginia
$24.5K -$5.23K -95 -18%
MFA
1149
McClarren Financial Advisors
Pennsylvania
$24K +$220 +4 +1%
HIA
1150
Harbor Investment Advisory
Maryland
$23.6K

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.