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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
TCG
1176
Transcendent Capital Group
Oklahoma
$12.5K +$55 +1 +0.5%
HNB
1177
Hilltop National Bank
Wyoming
$12.4K +$11.9K +216 New
LF
1178
LifeSteps Financial
California
$12.3K +$11.8K +214 New
AP
1179
Atwood & Palmer
Missouri
$11.5K -$8.53K -155 -44%
BWAM
1180
Boyd Watterson Asset Management
Ohio
$11.5K
OA
1181
Operose Advisors
Wisconsin
$10.9K
PB
1182
Pinnacle Bancorp
Nebraska
$10.8K
GI
1183
Gradient Investments
Minnesota
$10.7K -$11.2K -203 -52%
CB
1184
Centennial Bank
Arkansas
$10.7K
LIA
1185
Luken Investment Analytics
Tennessee
$10.6K
EC
1186
EntryPoint Capital
New York
$10.4K -$20.9K -380 -68%
HWA
1187
Heritage Wealth Advisors
Virginia
$10.4K -$408K -7,409 -98%
TIM
1188
Tortoise Investment Management
New York
$10.1K
RWM
1189
Raffa Wealth Management
District of Columbia
$9.68K
RTL
1190
Red Tortoise LLC
Georgia
$9.62K
TH
1191
TCTC Holdings
Texas
$9.62K
GTAM
1192
Global Trust Asset Management
Florida
$9.48K
PWMG
1193
Private Wealth Management Group
New Jersey
$9.05K -$6.39K -116 -42%
FFO
1194
Fortitude Family Office
Arizona
$8.99K
SWM
1195
Sugarloaf Wealth Management
Georgia
$8.99K
WWP
1196
WR Wealth Planners
Missouri
$8.87K +$8.48K +154 New
FPFS
1197
First Personal Financial Services
North Carolina
$8.64K
LI
1198
LRI Investments
Florida
$8.3K +$7.93K +144 New
FFL
1199
Financial Freedom LLC
Ohio
$8.07K
CA
1200
CoreCap Advisors
Michigan
$7.72K +$7.38K +134 New

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.