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BNY

Bank of New York Mellon

1,249 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 449 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

25% more call options, than puts

Call options by funds: $205M | Put options by funds: $164M

15% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 91

4% more capital invested

Capital invested by funds: $36.1B → $37.6B (+$1.43B)

0.61% more ownership

Funds ownership: 83.27%83.88% (+0.61%)

0% less funds holding

Funds holding: 1,2521,249 (-3)

0% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 451

Holders
1,249
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.02%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
105
Increased
449
Reduced
451
Closed
91
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
1301
Balentine LLC
Georgia
-$410K -7,117 Closed
AIA
1302
Angeles Investment Advisors
California
-$378K -6,554 Closed
OCBCO
1303
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$315K -5,468 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1304
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$311K -5,400 Closed
AC
1305
ASB Consultores
Florida
-$278K -4,828 Closed
MG
1306
Meritage Group
California
-$272K -4,726 Closed
PRC
1307
Pearl River Capital
Michigan
-$260K -4,513 Closed
MFGM
1308
Marshall Financial Group (Maryland)
Maryland
-$243K -4,217 Closed
WI
1309
WrapManager Inc
California
-$243K -4,209 Closed
QOP
1310
Quinn Opportunity Partners
Virginia
-$239K -4,150 Closed
VA
1311
Verdad Advisers
Massachusetts
-$239K -4,148 Closed
LFA
1312
LGT Financial Advisors
Texas
-$238K -4,135 Closed
SWA
1313
Stratos Wealth Advisors
Ohio
-$233K -4,049 Closed
CIA
1314
Covington Investment Advisors
Pennsylvania
-$227K -3,949 Closed
IAS
1315
Insigneo Advisory Services
Florida
-$219K -3,794 Closed
TCWM
1316
Total Clarity Wealth Management
Illinois
-$218K -3,786 Closed
GWM
1317
GDS Wealth Management
Texas
-$218K -3,777 Closed
TWP
1318
Tyche Wealth Partners
Texas
-$217K -3,764 Closed
BSW
1319
Buckingham Strategic Wealth
Missouri
-$202K -3,511 Closed
GDP
1320
Great Diamond Partners
Maine
-$201K -3,482 Closed
HTC
1321
Haverford Trust Company
Pennsylvania
-$176K -3,047 Closed
HT
1322
Headlands Technologies
Illinois
-$155K -2,689 Closed
AT
1323
Arlington Trust
Alabama
-$106K -1,840 Closed
IGWM
1324
ICA Group Wealth Management
Colorado
-$96.9K -1,681 Closed
UCB
1325
United Community Bank
South Carolina
-$94.2K -1,634 Closed

BNY Hedge Fund Activity: Q2 2024 in Review

1,249 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2024, worth a combined $37.6B — up 4% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BNY positions and 91 closed out — a net gain of 14 holders — while 449 added to existing stakes and 451 trimmed.

The largest buyer was Fayez Sarofim & Co, adding an estimated $173M. The largest seller was VanEck Associates, cutting an estimated $218M.

  • 1,249 institutional investors held Bank of New York Mellon (BNY) as of Q2 2024, down from 1,252 in Q1 2024.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q2 2024, up 4% quarter-over-quarter.
  • 105 funds opened new Bank of New York Mellon positions in Q2 2024 and 91 closed out, a net change of +14 holders.
  • The largest Bank of New York Mellon buyer in Q2 2024 was Fayez Sarofim & Co, an estimated $173M added.
  • The largest Bank of New York Mellon seller in Q2 2024 was VanEck Associates, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2024.