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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
SA
1226
Scarborough Advisors
Maryland
$2.65K
CFD
1227
Creative Financial Designs
Indiana
$2.42K
Kayne Anderson Rudnick Investment Management
1228
Kayne Anderson Rudnick Investment Management
California
$2.21K +$2.09K +38 New
ECM
1229
Everence Capital Management
Indiana
$2.19K
TFM
1230
TFC Financial Management
Massachusetts
$2.08K +$220 +4 +13%
CCMI
1231
Creative Capital Management Investments
California
$2.07K
JFGIW
1232
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.02K -$34.1K -620 -95%
RFG
1233
RFP Financial Group
Georgia
$2.02K +$1.93K +35 New
CA
1234
Centerpoint Advisors
Massachusetts
$2K
PPC
1235
Park Place Capital
Alabama
$1.96K
FGAM
1236
Financial Gravity Asset Management
Texas
$1.7K +$1.65K +30 New
SAG
1237
Spotlight Asset Group
Illinois
$1.67K -$6.11K -111 -79%
W
1238
WealthCollab
Washington
$1.44K
CAC
1239
Core Alternative Capital
Georgia
$1.27K -$12.2K -222 -91%
FMP
1240
Financial Management Professionals
Texas
$1K
TCA
1241
Trifecta Capital Advisors
Illinois
$865
CFS
1242
CGC Financial Services
Oregon
$864
NL
1243
NVWM LLC
Pennsylvania
$807 +$771 +14 New
CHA
1244
Carmichael Hill & Associates
Maryland
$744
KFS
1245
Kelly Financial Services
Massachusetts
$605
CTA
1246
Colonial Trust Advisors
South Carolina
$461 -$4.46K -81 -91%
TWP
1247
TFO Wealth Partners
Ohio
$461 -$551 -10 -56%
CJ
1248
Caitlin John
Michigan
$412 -$55 -1 -13%
Walleye Trading
1249
Walleye Trading
New York
$403 -$4.53M -82,295 -100%
WA
1250
WestEnd Advisors
North Carolina
$173 +$165 +3 New

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.