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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
LCM
1326
Laurion Capital Management
New York
-$558K -9,325 Closed
ACM
1327
Alethea Capital Management
Washington
-$538K -8,990 Closed
CAC
1328
Cowen and Company
New York
-$493K -7,500 Closed
SP
1329
Symmetry Partners
Connecticut
-$437K -7,292 Closed
RC
1330
Rovin Capital
Arizona
-$365K -6,099 Closed
QIM
1331
Quantitative Investment Management
Virginia
-$301K -5,038 Closed
BFS
1332
Bard Financial Services
Connecticut
-$296K -4,940 Closed
SWA
1333
Sax Wealth Advisors
New Jersey
-$272K -4,546 Closed
ACS
1334
Archford Capital Strategies
Illinois
-$266K -4,442 Closed
MHS
1335
M Holdings Securities
Oregon
-$259K -4,326 Closed
VI
1336
Versor Investments
New York
-$252K -4,200 Closed
PBO
1337
Peoples Bank (Ohio)
Ohio
-$242K -4,042 Closed
AL
1338
Arnhold LLC
New York
-$240K -4,000 Closed
Empower Advisory Group
1339
Empower Advisory Group
Colorado
-$233K -3,885 Closed
BIP
1340
Blueprint Investment Partners
North Carolina
-$224K -3,742 Closed
SB
1341
Strategic Blueprint
Georgia
-$224K -3,733 Closed
DWM
1342
Dorchester Wealth Management
Quebec, Canada
-$222K -3,700 Closed
SYBT
1343
Stock Yards Bank & Trust
Kentucky
-$221K -3,696 Closed
SWS
1344
SYSTM Wealth Solutions
Illinois
-$146K -2,446 Closed
CB
1345
Chris Bulman
California
-$139K -2,329 Closed
HIIFS
1346
Harel Insurance Investments & Financial Services
Israel
-$108K -1,806 Closed
LTI
1347
Laffer Tengler Investments
Tennessee
-$97K -1,620 Closed
EC
1348
EntryPoint Capital
New York
-$62K -1,036 Closed
CP
1349
Camelot Portfolios
Ohio
-$41.9K -700 Closed
TFF
1350
The Family Firm
Maryland
-$40.2K -672 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.