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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
BCMLT
1201
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K +$17.9K +272 New
NAAA
1202
New Age Alpha Advisors
New York
$18.3K +$16.7K +254 New
CAM
1203
Creekmur Asset Management
Illinois
$18K
VWA
1204
Valued Wealth Advisors
Utah
$17.6K +$7.5K +114 +87%
WWP
1205
WR Wealth Planners
Missouri
$16.7K +$658 +10 +5%
SVCP
1206
Silicon Valley Capital Partners
California
$16.4K +$66 +1 +0.4%
JIP
1207
Jaffetilchin Investment Partners
Florida
$16.4K +$15K +228 New
CFD
1208
Creative Financial Designs
Indiana
$16K +$11.9K +181 +431%
TCG
1209
Transcendent Capital Group
Oklahoma
$15.8K +$66 +1 +0.5%
CPG
1210
Cornerstone Planning Group
New Jersey
$15.7K +$329 +5 +3%
HNB
1211
Hilltop National Bank
Wyoming
$15.5K
HGERS
1212
Householder Group Estate & Retirement Specialist
Arizona
$15K
BWAM
1213
Boyd Watterson Asset Management
Ohio
$14.4K
NC
1214
nVerses Capital
Florida
$14.4K +$13.2K +200 New
ZB
1215
Zions Bancorporation
Utah
$13.8K -$9.14K -139 -42%
OA
1216
Operose Advisors
Wisconsin
$13.7K
PB
1217
Pinnacle Bancorp
Nebraska
$13.4K
PGAM
1218
Princeton Global Asset Management
New Jersey
$13.4K -$10.4K -158 -46%
CB
1219
Centennial Bank
Arkansas
$13.3K
LIA
1220
Luken Investment Analytics
Tennessee
$13.2K
RFG
1221
REAP Financial Group
Texas
$12.7K -$19K -289 -62%
TIM
1222
Tortoise Investment Management
New York
$12.6K
S
1223
Sachetta
Massachusetts
$12.4K
ADL
1224
Asset Dedication LLC
California
$12.3K +$2.63K +40 +31%
RWM
1225
Raffa Wealth Management
District of Columbia
$12.1K

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.