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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
SO
101
STRS Ohio
Ohio
$50.7M -$7.54M -114,679 -14%
PMG
102
Private Management Group
California
$50.6M -$5.2M -79,037 -10%
Adage Capital Partners
103
Adage Capital Partners
Massachusetts
$50M -$1.43M -21,700 -3%
ST
104
Sabal Trust
Florida
$48.6M -$1.24M -18,784 -3%
ELC
105
Edgar Lomax Company
Virginia
$46.8M -$674K -10,255 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
106
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$45.8M +$16.4M +250,000 +65%
Man Group
107
Man Group
United Kingdom
$44.5M +$7.05M +107,167 +21%
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$44.4M -$3.39M -51,478 -8%
Citigroup
109
Citigroup
New York
$43.6M -$1.47M -22,419 -4%
MIS
110
Morningstar Investment Services
Illinois
$43M -$147K -2,235 -0.4%
ZIG
111
Zurich Insurance Group
Switzerland
$42.8M +$39.2M +595,409 New
RJA
112
Raymond James & Associates
Florida
$42.3M -$2.22M -33,807 -5%
Macquarie Group
113
Macquarie Group
Australia
$42M +$892K +13,569 +2%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$40.9M -$376K -5,717 -1%
CI
115
Conning Inc
Connecticut
$39.2M -$3.01M -45,776 -8%
TCM
116
TAM Capital Management
Connecticut
$37.5M -$4.53M -68,950 -12%
BA
117
Bridgewater Associates
Connecticut
$37.4M +$7.81M +118,792 +30%
MAA
118
Matrix Asset Advisors
New York
$37M -$354K -5,378 -1%
FHA
119
First Horizon Advisors
Tennessee
$35.9M +$98.9K +1,503 +0.3%
BGIM
120
Brandywine Global Investment Management
Pennsylvania
$35.9M +$1.29M +19,577 +4%
Axa
121
Axa
France
$35.8M -$4.59M -69,796 -12%
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$33.9M -$1.59M -24,224 -5%
Citadel Advisors
123
Citadel Advisors
Florida
$32M -$196M -2,979,603 -87%
LCS
124
Levin Capital Strategies
New York
$31.2M -$187K -2,850 -0.7%
Pictet Asset Management
125
Pictet Asset Management
Switzerland
$31.1M +$1.05M +16,030 +4%

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.