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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
KLWA
1151
Kelly Lawrence W & Associates
California
$23K
FSWA
1152
Financial Synergies Wealth Advisors
Texas
$23K +$22K +399 New
CAM
1153
ClariVest Asset Management
California
$22.1K +$18.1K +328 +596%
ACA
1154
Atlas Capital Advisors
Wyoming
$22K
WT
1155
Washington Trust
Rhode Island
$20.7K -$2.2K -40 -10%
VCM
1156
Versant Capital Management
Arizona
$20.5K
PGAM
1157
Princeton Global Asset Management
New Jersey
$19.7K +$55 +1 +0.3%
TC
1158
Trust Company
Kansas
$19.6K -$55.4K -1,006 -75%
PIC
1159
Portland Investment Counsel
Ontario, Canada
$19.3K -$3.42M -62,100 -36%
NECFA
1160
New England Capital Financial Advisors
Connecticut
$18.7K +$110 +2 +0.6%
RA
1161
Rise Advisors
New York
$18.7K +$17.8K +324 New
HFS
1162
HBC Financial Services
Washington
$18K +$165 +3 +0.9%
CMA
1163
Cedar Mountain Advisors
Oregon
$17.7K -$4.51K -82 -21%
GXJ
1164
Global X Japan
Japan
$17.6K -$22.8K -414 -58%
HBW
1165
Hazlett, Burt & Watson
West Virginia
$17K
CAL
1166
Capital Advisors Ltd
Ohio
$17K +$2.7K +49 +20%
PP
1167
PFS Partners
New Jersey
$16.3K
SWC
1168
Spectrum Wealth Counsel
Indiana
$16K +$15.3K +277 New
CAM
1169
Creekmur Asset Management
Illinois
$15.6K +$1.1K +20 +8%
GKIM
1170
GW&K Investment Management
Massachusetts
$15K +$385 +7 +3%
WIM
1171
Westside Investment Management
California
$13.1K
CPG
1172
Cornerstone Planning Group
New Jersey
$13.1K -$826 -15 -6%
PP
1173
PrairieView Partners
Minnesota
$13K -$2.15K -39 -16%
SVCP
1174
Silicon Valley Capital Partners
California
$13K +$12.4K +225 New
HGERS
1175
Householder Group Estate & Retirement Specialist
Arizona
$12.7K

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.