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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
RTL
1226
Red Tortoise LLC
Georgia
$12K
TH
1227
TCTC Holdings
Texas
$12K
CMA
1228
Cedar Mountain Advisors
Oregon
$11.9K -$4.6K -70 -30%
OC
1229
Oarsman Capital
Wisconsin
$11.9K +$10.9K +165 New
GTAM
1230
Global Trust Asset Management
Florida
$11.8K
WIM
1231
Westside Investment Management
California
$11.6K -$4.34K -66 -29%
MCM
1232
MidAtlantic Capital Management
Virginia
$11.4K +$10.4K +158 New
SWM
1233
Sugarloaf Wealth Management
Georgia
$11.2K
AW
1234
Avion Wealth
Texas
$11K +$460 +7 +5%
HCA
1235
Harbor Capital Advisors
Illinois
$11K +$9.93K +151 New
FPFS
1236
First Personal Financial Services
North Carolina
$10.8K
WCM
1237
Westend Capital Management
California
$10.1K +$9.27K +141 New
FFL
1238
Financial Freedom LLC
Ohio
$10.1K
AWM
1239
Abound Wealth Management
Tennessee
$9.27K
CB
1240
Community Bank
New York
$8.98K
KFI
1241
Key Financial Inc
Pennsylvania
$8.19K +$921 +14 +14%
IWP
1242
IAG Wealth Partners
Wisconsin
$7.4K
TC
1243
Trust Company
Kansas
$7.33K -$15.7K -239 -70%
CWC
1244
Carolinas Wealth Consulting
North Carolina
$7.33K +$1.31K +20 +24%
AP
1245
Atwood & Palmer
Missouri
$7.19K
GIM
1246
Gold Investment Management
Alberta, Canada
$7.19K
TCM
1247
Tradewinds Capital Management
Washington
$7.19K
MA
1248
MCF Advisors
Kentucky
$6.9K
PSB
1249
Piscataqua Savings Bank
New Hampshire
$6.39K
TC
1250
Truvestments Capital
Florida
$6.32K +$5.79K +88 New

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.