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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
OW
1176
Olistico Wealth
Oklahoma
$35.9K
SGC
1177
Slocum, Gordon & Co
Rhode Island
$35.9K
TCM
1178
TruNorth Capital Management
Michigan
$35.9K +$32.9K +500 New
FPB
1179
First PREMIER Bank
South Dakota
$34K
SWA
1180
SOA Wealth Advisors
New York
$32.3K +$263 +4 +0.9%
BONH
1181
Bank of New Hampshire
New Hampshire
$31.8K
HIA
1182
Harbor Investment Advisory
Maryland
$29.4K -$658 -10 -2%
KLWA
1183
Kelly Lawrence W & Associates
California
$28.7K
ACA
1184
Atlas Capital Advisors
Wyoming
$27.4K
CAL
1185
Capital Advisors Ltd
Ohio
$27K
GKIM
1186
GW&K Investment Management
Massachusetts
$26K +$658 +10 +3%
WT
1187
Washington Trust
Rhode Island
$25.2K -$658 -10 -3%
HFS
1188
HBC Financial Services
Washington
$25K +$197 +3 +0.9%
NECFA
1189
New England Capital Financial Advisors
Connecticut
$23.6K +$132 +2 +0.6%
RA
1190
Rise Advisors
New York
$23.6K +$197 +3 +0.9%
SL
1191
Salomon & Ludwin
Virginia
$22.6K
VLKIM
1192
Van Lanschot Kempen Investment Management
Netherlands
$22.3K -$10.5M -159,665 -100%
CPA
1193
Capital Performance Advisors
California
$21.8K +$19.9K +303 New
SWC
1194
Spectrum Wealth Counsel
Indiana
$21.7K +$1.64K +25 +9%
BBHC
1195
Brown Brothers Harriman & Co
New York
$21.6K -$17K -259 -46%
ABWM
1196
Alpine Bank Wealth Management
Colorado
$21.6K +$19.7K +300 New
HBW
1197
Hazlett, Burt & Watson
West Virginia
$21K -$8.95K -136 -31%
WWM
1198
Wolff Wiese Magana
California
$20.6K +$12.2K +185 +181%
PP
1199
PFS Partners
New Jersey
$20.3K
PWMG
1200
Private Wealth Management Group
New Jersey
$20K +$3.55K +54 +24%

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.