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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
FFA
1201
Frazier Financial Advisors
Ohio
$7.43K +$5.73K +104 +416%
AWM
1202
Abound Wealth Management
Tennessee
$7.43K +$606 +11 +9%
ADL
1203
Asset Dedication LLC
California
$7K
SIC
1204
Salem Investment Counselors
North Carolina
$6.74K -$11.6K -210 -64%
SA
1205
SRH Advisors
Kansas
$6.74K +$6.44K +117 New
MTIC
1206
Missouri Trust & Investment Company
Missouri
$6.4K
PSB
1207
Piscataqua Savings Bank
New Hampshire
$6.28K -$11.6K -210 -66%
WWM
1208
Wolff Wiese Magana
California
$5.88K +$3.41K +62 +155%
GIM
1209
Gold Investment Management
Alberta, Canada
$5.76K
KFI
1210
Key Financial Inc
Pennsylvania
$5.76K
TCM
1211
Tradewinds Capital Management
Washington
$5.76K +$5.51K +100 New
MA
1212
MCF Advisors
Kentucky
$5.53K
SHIM
1213
Stone House Investment Management
Pennsylvania
$5.11K +$4.9K +89 New
SIC
1214
SJS Investment Consulting
Ohio
$4.68K
BWL
1215
Bogart Wealth LLC
Virginia
$4.67K
CWC
1216
Carolinas Wealth Consulting
North Carolina
$4.44K +$275 +5 +7%
BCPWM
1217
Bradley & Co Private Wealth Management
Florida
$4.09K
TAM
1218
Tucker Asset Management
Colorado
$4.03K
DF
1219
Dunhill Financial
United Kingdom
$3.8K +$551 +10 +18%
PA
1220
Pineridge Advisors
Missouri
$3.63K -$220 -4 -6%
AFWM
1221
Abich Financial Wealth Management
Virginia
$3.57K +$3.41K +62 New
S
1222
Sachetta
Massachusetts
$3.54K
VWA
1223
Valued Wealth Advisors
Utah
$3.4K +$1.71K +31 +111%
RWA
1224
Redmont Wealth Advisors
Illinois
$3.23K +$3.08K +56 New
PA
1225
PSI Advisors
Florida
$3.17K

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.