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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
KFI
1201
Key Financial Inc
Pennsylvania
$5.99K
TCM
1202
Tradewinds Capital Management
Washington
$5.99K
CAM
1203
ClariVest Asset Management
California
$5.81K -$16.5K -286 -75%
MA
1204
MCF Advisors
Kentucky
$5.75K
ANBT
1205
American National Bank & Trust
Texas
$5.75K +$5.55K +96 New
EDRH
1206
Edmond de Rothschild Holding
Switzerland
$5.39K -$126K -2,175 -96%
PSB
1207
Piscataqua Savings Bank
New Hampshire
$5.33K -$1.16K -20 -18%
CWC
1208
Carolinas Wealth Consulting
North Carolina
$4.91K +$289 +5 +6%
SIC
1209
SJS Investment Consulting
Ohio
$4.88K
BWL
1210
Bogart Wealth LLC
Virginia
$4.85K
BCPWM
1211
Bradley & Co Private Wealth Management
Florida
$4.25K
TAM
1212
Tucker Asset Management
Colorado
$4.19K
DF
1213
Dunhill Financial
United Kingdom
$4.03K +$58 +1 +2%
FW
1214
Fairway Wealth
Ohio
$3.83K +$3.7K +64 New
PA
1215
Pineridge Advisors
Missouri
$3.77K
Kayne Anderson Rudnick Investment Management
1216
Kayne Anderson Rudnick Investment Management
California
$3.62K +$1.27K +22 +58%
RWA
1217
Redmont Wealth Advisors
Illinois
$3.35K
ETS
1218
ESL Trust Services
New York
$3.17K +$3.07K +53 New
RWM
1219
Ruedi Wealth Management
Illinois
$3.11K +$3.01K +52 New
SC
1220
SouthState Corp
Florida
$2.81K +$2.72K +47 New
SA
1221
Scarborough Advisors
Maryland
$2.77K
CFD
1222
Creative Financial Designs
Indiana
$2.52K
SIC
1223
Salem Investment Counselors
North Carolina
$2.46K -$4.4K -76 -65%
PO
1224
Private Ocean
California
$2.4K +$2.31K +40 New
TFM
1225
TFC Financial Management
Massachusetts
$2.16K

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.