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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
CCMI
1226
Creative Capital Management Investments
California
$2.16K
LIA
1227
Lynx Investment Advisory
District of Columbia
$2.16K +$2.08K +36 New
ECM
1228
Everence Capital Management
Indiana
$2.15K
PPC
1229
Park Place Capital
Alabama
$2.04K
CA
1230
Centerpoint Advisors
Massachusetts
$2K
CA
1231
Crewe Advisors
Utah
$1.92K +$1.85K +32 New
RFG
1232
RFP Financial Group
Georgia
$1.86K -$231 -4 -11%
SAG
1233
Spotlight Asset Group
Illinois
$1.74K
TWP
1234
Triad Wealth Partners
Kansas
$1.68K +$1.62K +28 New
W
1235
WealthCollab
Washington
$1.5K
RAM
1236
Riggs Asset Management
Pennsylvania
$1.38K +$1.33K +23 New
CAC
1237
Core Alternative Capital
Georgia
$1.32K
HWP
1238
Highline Wealth Partners
California
$1.26K +$1.22K +21 New
NL
1239
NVWM LLC
Pennsylvania
$1.14K +$289 +5 +36%
FMP
1240
Financial Management Professionals
Texas
$1K
TCA
1241
Trifecta Capital Advisors
Illinois
$899
CFS
1242
CGC Financial Services
Oregon
$898
CHA
1243
Carmichael Hill & Associates
Maryland
$779
WA
1244
WestEnd Advisors
North Carolina
$779 +$579 +10 +333%
KFS
1245
Kelly Financial Services
Massachusetts
$509 -$116 -2 -18%
Walleye Trading
1246
Walleye Trading
New York
$419
FHC
1247
First Heartland Consultants
Missouri
$335 +$1.68K +29 +0.5%
YDMI
1248
Y.D. More Investments
Israel
$64 +$23.3K +403 New
RS
1249
Rakuten Securities
Japan
$60
PFA
1250
Pathway Financial Advisers
Indiana
$30 +$58 +1 New

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.