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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
SIC
1251
SJS Investment Consulting
Ohio
$5.86K +$66 +1 +1%
BWL
1252
Bogart Wealth LLC
Virginia
$5.82K
CAM
1253
ClariVest Asset Management
California
$5.81K
HCM
1254
Hollencrest Capital Management
California
$5.39K +$4.93K +75 New
TAM
1255
Tucker Asset Management
Colorado
$5.03K
DF
1256
Dunhill Financial
United Kingdom
$4.92K +$132 +2 +3%
PA
1257
Pineridge Advisors
Missouri
$4.53K
Kayne Anderson Rudnick Investment Management
1258
Kayne Anderson Rudnick Investment Management
California
$4.34K
RWA
1259
Redmont Wealth Advisors
Illinois
$4.02K
ETS
1260
ESL Trust Services
New York
$3.81K
SC
1261
SouthState Corp
Florida
$3.38K
JFGIW
1262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.16K +$2.89K +44 New
SIC
1263
Salem Investment Counselors
North Carolina
$2.95K
HWP
1264
Highline Wealth Partners
California
$2.95K +$1.31K +20 +95%
CCMI
1265
Creative Capital Management Investments
California
$2.59K
TFM
1266
TFC Financial Management
Massachusetts
$2.59K
PPC
1267
Park Place Capital
Alabama
$2.44K
CA
1268
Centerpoint Advisors
Massachusetts
$2K
FMP
1269
Financial Management Professionals
Texas
$2K
W
1270
WealthCollab
Washington
$1.8K
RAM
1271
Riggs Asset Management
Pennsylvania
$1.65K
CAC
1272
Core Alternative Capital
Georgia
$1.58K
UCI
1273
Uncommon Cents Investing
Wisconsin
$1.58K +$1.45K +22 New
NL
1274
NVWM LLC
Pennsylvania
$1.36K
CA
1275
Claris Advisors
Missouri
$1.29K +$1.18K +18 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.