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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
JFG
1276
JDM Financial Group
Texas
$1.22K +$1.12K +17 New
RTC
1277
Riverview Trust Company
Washington
$1.22K +$1.12K +17 New
CFS
1278
CGC Financial Services
Oregon
$1.08K
TCA
1279
Trifecta Capital Advisors
Illinois
$1.08K
WA
1280
WestEnd Advisors
North Carolina
$1.01K +$66 +1 +8%
CHA
1281
Carmichael Hill & Associates
Maryland
$941
FNWA
1282
Financial Network Wealth Advisors
Utah
$862 +$789 +12 New
RS
1283
Rakuten Securities
Japan
$790 +$658 +10 +1,000%
CAM
1284
Chesapeake Asset Management
New York
$718 +$658 +10 New
CA
1285
Crewe Advisors
Utah
$504 -$1.64K -25 -78%
Walleye Trading
1286
Walleye Trading
New York
$503
RWM
1287
Reston Wealth Management
Virginia
$287 +$263 +4 New
CT
1288
Coastline Trust
Rhode Island
$144 +$132 +2 New
YDMI
1289
Y.D. More Investments
Israel
$82 +$1.31K +20 +5%
MFA
1290
McClarren Financial Advisors
Pennsylvania
$29 +$22.8K +346 +586%
DWM
1291
Dogwood Wealth Management
Kansas
$7
HF
1292
HRT Financial
New York
-$57.2M -955,811 Closed
Massachusetts Financial Services
1293
Massachusetts Financial Services
Massachusetts
-$44.2M -738,237 Closed
WG
1294
Winton Group
United Kingdom
-$20.1M -335,680 Closed
PCM
1295
Prana Capital Management
Connecticut
-$7.54M -125,826 Closed
HCM
1296
Hillman Capital Management
Maryland
-$6.72M -112,230 Closed
NRCM
1297
North Reef Capital Management
California
-$6.59M -110,000 Closed
BBVA
1298
Banco Bilbao Vizcaya Argentaria
Spain
-$6.09M -101,773 Closed
DS
1299
DRW Securities
Illinois
-$5.73M -95,792 Closed
ACL
1300
Azora Capital LP
Florida
-$5.67M -94,706 Closed

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.