We are live on ! Find out more
BNY

Bank of New York Mellon

1,289 hedge funds and large institutions have $44.6B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 430 increasing their positions, 482 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 83

58% more call options, than puts

Call options by funds: $294M | Put options by funds: $186M

19% more capital invested

Capital invested by funds: $37.6B → $44.6B (+$7B)

3% more funds holding

Funds holding: 1,2491,289 (+40)

0.17% more ownership

Funds ownership: 83.88%84.04% (+0.17%)

9% less funds holding in top 10

Funds holding in top 10: 2220 (-2)

11% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 482

Holders
1,289
Holders Change
+40
Holders Change %
+3.2%
% of All Funds
18.49%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
138
Increased
430
Reduced
482
Closed
83
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
1151
Bollard Group
Massachusetts
$54K +$132 +2 +0.3%
DSC
1152
Duncker Streett & Co
Missouri
$53.9K
UOTTAIMCU
1153
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$53.9K
CT
1154
Caldwell Trust
Florida
$53.8K +$20.3K +308 +70%
WPA
1155
West Paces Advisors
Georgia
$50.8K
SN
1156
Sittner & Nelson
Oregon
$50.3K
SSB
1157
Sandy Spring Bank
Maryland
$49.4K +$9.47K +144 +26%
HWA
1158
HHM Wealth Advisors
Tennessee
$48.1K
GBT
1159
Grove Bank & Trust
Florida
$46.3K +$9.47K +144 +29%
MFG
1160
Mendota Financial Group
Wisconsin
$45.9K -$11.8K -179 -22%
ATS
1161
Ashton Thomas Securities
New York
$45.6K +$41.8K +635 New
ATC
1162
Adirondack Trust Company
New York
$44.7K
FFO
1163
Fortitude Family Office
Arizona
$43.9K +$22.8K +346 +131%
NRG
1164
Nemes Rush Group
Michigan
$43.8K
OIA
1165
Optimum Investment Advisors
Illinois
$43.1K
FCA
1166
FinTrust Capital Advisors
South Carolina
$41.1K
HFM
1167
Hartford Financial Management
Connecticut
$40.2K -$1.18K -18 -3%
GSEP
1168
Golden State Equity Partners
California
$39.6K +$36.2K +551 New
KSWA
1169
Kathleen S. Wright Associates
Pennsylvania
$39.5K
FCAS
1170
First Command Advisory Services
Texas
$39.3K
FWA
1171
FSC Wealth Advisors
New York
$39K
CT
1172
Clearstead Trust
Maine
$38.9K
SS
1173
Sunbelt Securities
Texas
$38.3K -$9.01K -137 -20%
AEPWM
1174
Atlantic Edge Private Wealth Management
Florida
$38.3K
MSFP
1175
Mark Sheptoff Financial Planning
Connecticut
$35.9K

BNY Hedge Fund Activity: Q3 2024 in Review

1,289 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q3 2024, worth a combined $44.6B — up 19% from $37.6B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BNY positions and 83 closed out — a net gain of 55 holders — while 430 added to existing stakes and 482 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $560M. The largest seller was Dodge & Cox, cutting an estimated $411M.

  • 1,289 institutional investors held Bank of New York Mellon (BNY) as of Q3 2024, up from 1,249 in Q2 2024.
  • Funds reported $44.6B of Bank of New York Mellon stock for Q3 2024, up 19% quarter-over-quarter.
  • 138 funds opened new Bank of New York Mellon positions in Q3 2024 and 83 closed out, a net change of +55 holders.
  • The largest Bank of New York Mellon buyer in Q3 2024 was Fidelity Investments, an estimated $560M added.
  • The largest Bank of New York Mellon seller in Q3 2024 was Dodge & Cox, an estimated $411M sold.

Based on aggregated 13F filings for Q3 2024.