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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
RS
1251
Rakuten Securities
Japan
$58 -$2.81K -51 -98%
IPW
1252
Impact Partnership Wealth
Georgia
$30 -$7.43K -135 -99%
PFA
1253
Pathway Financial Advisers
Indiana
$28 -$55 -1 Closed
DWM
1254
Dogwood Wealth Management
Kansas
$5
LP
1255
Longview Partners
Guernsey
-$578M -11,108,458 Closed
ASC
1256
Atalanta Sosnoff Capital
New York
-$48.1M -924,297 Closed
PCM
1257
Prana Capital Management
Connecticut
-$11.1M -212,887 Closed
AT
1258
AMF Tjänstepension
Sweden
-$9.31M -178,640 Closed
Mercer Global Advisors
1259
Mercer Global Advisors
Colorado
-$8.51M -163,393 Closed
TI
1260
Trexquant Investment
Connecticut
-$5.54M -106,341 Closed
USCWA
1261
U.S. Capital Wealth Advisors
Texas
-$5.43M -104,327 Closed
WMSA
1262
Weiss Multi-Strategy Advisers
New York
-$3.56M -68,427 Closed
Capital Fund Management (CFM)
1263
Capital Fund Management (CFM)
France
-$2.95M -56,616 Closed
CP
1264
CenterBook Partners
Connecticut
-$2.21M -42,397 Closed
CCM
1265
Cinctive Capital Management
New York
-$2.08M -40,000 Closed
BCM
1266
Bridgeway Capital Management
Texas
-$2M -38,400 Closed
LFM
1267
LGT Fund Management
Liechtenstein
-$1.64M -31,500 Closed
ACH
1268
ArrowMark Colorado Holdings
Colorado
-$1.55M -29,800 Closed
RL
1269
Retireful LLC
Michigan
-$1.45M -27,946 Closed
IFU
1270
iSAM Funds (UK)
United Kingdom
-$1.36M -26,109 Closed
Group One Trading
1271
Group One Trading
Illinois
-$1.17M -21,258 Closed
Two Sigma Advisers
1272
Two Sigma Advisers
New York
-$1.06M -20,300 Closed
FI
1273
FJ Investments
Utah
-$989K -19,004 Closed
JWBC
1274
John W. Bristol & Co
New York
-$955K -18,353 Closed
EFS
1275
Econ Financial Services
Pennsylvania
-$567K -10,896 Closed

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.