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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
CBT
1351
Central Bank & Trust
Kentucky
-$39.5K -660 Closed
WIA
1352
Wetzel Investment Advisors
Indiana
-$29.4K -510 Closed
RWMG
1353
Redwood Wealth Management Group
New Jersey
-$30.2K -505 Closed
GLR
1354
Great Lakes Retirement
Ohio
-$27.8K -464 Closed
OWA
1355
Opal Wealth Advisors
New York
-$24.3K -405 Closed
FIA
1356
FNY Investment Advisers
New York
-$17K -300 Closed
GI
1357
Gradient Investments
Minnesota
-$16.7K -279 Closed
PP
1358
PrairieView Partners
Minnesota
-$12K -212 Closed
VAG
1359
VisionPoint Advisory Group
Texas
-$12.5K -209 Closed
PCWA
1360
Pacific Capital Wealth Advisors
California
-$12K -201 Closed
FFA
1361
Frazier Financial Advisors
Ohio
-$7.73K -129 Closed
MTIC
1362
Missouri Trust & Investment Company
Missouri
-$6.65K -111 Closed
AFWM
1363
Abich Financial Wealth Management
Virginia
-$6.11K -102 Closed
CJ
1364
Caitlin John
Michigan
-$6.05K -101 Closed
ANBT
1365
American National Bank & Trust
Texas
-$5.75K -96 Closed
EDRH
1366
Edmond de Rothschild Holding
Switzerland
-$5.39K -90 Closed
FW
1367
Fairway Wealth
Ohio
-$3.83K -64 Closed
RWM
1368
Ruedi Wealth Management
Illinois
-$3.11K -52 Closed
SA
1369
Scarborough Advisors
Maryland
-$2.77K -46 Closed
LIA
1370
Lynx Investment Advisory
District of Columbia
-$2.16K -36 Closed
RFG
1371
RFP Financial Group
Georgia
-$1.86K -31 Closed
TWP
1372
Triad Wealth Partners
Kansas
-$1.68K -28 Closed
KFS
1373
Kelly Financial Services
Massachusetts
-$509 -9 Closed
PFA
1374
Pathway Financial Advisers
Indiana
-$30 -1 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.