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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
S
1176
Sachetta
Massachusetts
$11.2K +$6.02K +104 +153%
PB
1177
Pinnacle Bancorp
Nebraska
$11.2K
CB
1178
Centennial Bank
Arkansas
$11.1K
LIA
1179
Luken Investment Analytics
Tennessee
$11K
TIM
1180
Tortoise Investment Management
New York
$10.5K
RWM
1181
Raffa Wealth Management
District of Columbia
$10.1K
RTL
1182
Red Tortoise LLC
Georgia
$10K
TH
1183
TCTC Holdings
Texas
$10K
GTAM
1184
Global Trust Asset Management
Florida
$9.85K
SWM
1185
Sugarloaf Wealth Management
Georgia
$9.34K
FPFS
1186
First Personal Financial Services
North Carolina
$8.98K
FFL
1187
Financial Freedom LLC
Ohio
$8.38K
AW
1188
Avion Wealth
Texas
$8K -$4.05M -69,955 -100%
ADL
1189
Asset Dedication LLC
California
$7.85K
VWA
1190
Valued Wealth Advisors
Utah
$7.85K +$4.17K +72 +122%
FFA
1191
Frazier Financial Advisors
Ohio
$7.73K
AWM
1192
Abound Wealth Management
Tennessee
$7.72K
CB
1193
Community Bank
New York
$7.49K -$52.1K -900 -88%
MTIC
1194
Missouri Trust & Investment Company
Missouri
$6.65K
IWP
1195
IAG Wealth Partners
Wisconsin
$6.17K +$5.96K +103 New
WWM
1196
Wolff Wiese Magana
California
$6.11K
AFWM
1197
Abich Financial Wealth Management
Virginia
$6.11K +$2.31K +40 +65%
CJ
1198
Caitlin John
Michigan
$6.05K +$5.44K +94 +1,343%
AP
1199
Atwood & Palmer
Missouri
$5.99K -$5.79K -100 -50%
GIM
1200
Gold Investment Management
Alberta, Canada
$5.99K

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.