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BNY

Bank of New York Mellon

1,249 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 449 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

25% more call options, than puts

Call options by funds: $205M | Put options by funds: $164M

15% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 91

4% more capital invested

Capital invested by funds: $36.1B → $37.6B (+$1.43B)

0.61% more ownership

Funds ownership: 83.27%83.88% (+0.61%)

0% less funds holding

Funds holding: 1,2521,249 (-3)

0% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 451

Holders
1,249
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.02%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
105
Increased
449
Reduced
451
Closed
91
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
1126
Grove Bank & Trust
Florida
$29.9K -$40.5K -700 -58%
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$29.9K
SGC
1128
Slocum, Gordon & Co
Rhode Island
$29.9K
OW
1129
Olistico Wealth
Oklahoma
$29.9K +$28.9K +500 New
WIA
1130
Wetzel Investment Advisors
Indiana
$29.4K
FPB
1131
First PREMIER Bank
South Dakota
$29K -$10.9K -188 -28%
RFG
1132
REAP Financial Group
Texas
$27.9K -$984 -17 -4%
GLR
1133
Great Lakes Retirement
Ohio
$27.8K +$26.8K +464 New
SWA
1134
SOA Wealth Advisors
New York
$26.7K +$174 +3 +0.7%
BONH
1135
Bank of New Hampshire
New Hampshire
$26.5K
CT
1136
Caldwell Trust
Florida
$26.4K
JWM
1137
Janiczek Wealth Management
Colorado
$26.4K -$1.91K -33 -7%
HBW
1138
Hazlett, Burt & Watson
West Virginia
$26K +$7.87K +136 +46%
HIA
1139
Harbor Investment Advisory
Maryland
$25.1K +$579 +10 +2%
C
1140
Covestor
United Kingdom
$25K -$57.2K -988 -71%
OWA
1141
Opal Wealth Advisors
New York
$24.3K +$23.4K +405 New
MFA
1142
McClarren Financial Advisors
Pennsylvania
$24K -$19.7K -341 -85%
KLWA
1143
Kelly Lawrence W & Associates
California
$24K
CAL
1144
Capital Advisors Ltd
Ohio
$23K +$5.03K +87 +30%
ACA
1145
Atlas Capital Advisors
Wyoming
$22.9K
WT
1146
Washington Trust
Rhode Island
$21.6K
HFS
1147
HBC Financial Services
Washington
$21K +$116 +2 +0.6%
GKIM
1148
GW&K Investment Management
Massachusetts
$21K +$4.86K +84 +32%
PGAM
1149
Princeton Global Asset Management
New Jersey
$20.6K +$116 +2 +0.6%
TC
1150
Trust Company
Kansas
$20.4K

BNY Hedge Fund Activity: Q2 2024 in Review

1,249 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2024, worth a combined $37.6B — up 4% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BNY positions and 91 closed out — a net gain of 14 holders — while 449 added to existing stakes and 451 trimmed.

The largest buyer was Fayez Sarofim & Co, adding an estimated $173M. The largest seller was VanEck Associates, cutting an estimated $218M.

  • 1,249 institutional investors held Bank of New York Mellon (BNY) as of Q2 2024, down from 1,252 in Q1 2024.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q2 2024, up 4% quarter-over-quarter.
  • 105 funds opened new Bank of New York Mellon positions in Q2 2024 and 91 closed out, a net change of +14 holders.
  • The largest Bank of New York Mellon buyer in Q2 2024 was Fayez Sarofim & Co, an estimated $173M added.
  • The largest Bank of New York Mellon seller in Q2 2024 was VanEck Associates, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2024.