We are live on ! Find out more
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
AWA
1276
Arete Wealth Advisors
Illinois
-$523K -10,049 Closed
SWM
1277
Scissortail Wealth Management
Oklahoma
-$560K -10,025 Closed
LIM
1278
Longfellow Investment Management
Massachusetts
-$406K -7,809 Closed
GT
1279
Glenview Trust
Kentucky
-$393K -7,551 Closed
BRIA
1280
Balanced Rock Investment Advisors
Massachusetts
-$365K -7,020 Closed
PTC
1281
Petrus Trust Company
Texas
-$354K -6,799 Closed
MC
1282
Maverick Capital
Texas
-$297K -5,702 Closed
GIM
1283
Guardian Investment Management
California
-$294K -5,650 Closed
KA
1284
Kovack Advisors
Florida
-$280K -5,372 Closed
RP
1285
Riverwater Partners
Wisconsin
-$276K -5,301 Closed
SW
1286
SteelPeak Wealth
California
-$264K -5,078 Closed
CWA
1287
CM Wealth Advisors
Ohio
-$260K -5,000 Closed
CLOS
1288
Compagnie Lombard Odier SCmA
Switzerland
-$260K -5,000 Closed
EP
1289
Edgestream Partners
New Jersey
-$255K -4,895 Closed
VF
1290
Virtu Financial
New York
-$247K -4,748 Closed
TFS
1291
Thoroughbred Financial Services
Tennessee
-$236K -4,540 Closed
CAAS
1292
Capital Asset Advisory Services
Michigan
-$233K -4,482 Closed
SWA
1293
Sax Wealth Advisors
New Jersey
-$233K -4,481 Closed
TI
1294
Truepoint Inc
Ohio
-$233K -4,480 Closed
AP
1295
Appleton Partners
Massachusetts
-$230K -4,411 Closed
BHIA
1296
Birch Hill Investment Advisors
Massachusetts
-$208K -4,000 Closed
APA
1297
Astoria Portfolio Advisors
New York
-$220K -3,996 Closed
HI
1298
Hudock Inc
Pennsylvania
-$206K -3,966 Closed
GWS
1299
Glassman Wealth Services
Virginia
-$103K -1,972 Closed
AP
1300
Arlington Partners
Alabama
-$95.8K -1,840 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.