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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
LCS
126
Levin Capital Strategies
New York
$26.1M -$121K -2,200 -0.5%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$25.9M -$113K -2,055 -0.5%
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.7M +$2.88M +52,351 +12%
Pictet Asset Management
129
Pictet Asset Management
Switzerland
$25.6M +$1.45M +26,259 +6%
SFI
130
Susquehanna Fundamental Investments
Pennsylvania
$25.5M +$24.4M +442,683 New
BGIM
131
Brandywine Global Investment Management
Pennsylvania
$25M -$197K -3,585 -0.8%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$24.7M
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$24.5M -$1.69M -30,681 -7%
SAM
134
Storebrand Asset Management
Norway
$24.4M -$4.35M -78,993 -16%
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$24.4M -$517K -9,382 -2%
SDIC
136
South Dakota Investment Council
South Dakota
$23.6M -$1.7M -30,963 -7%
Stifel Financial
137
Stifel Financial
Missouri
$23.3M -$1.72M -31,195 -7%
LA
138
LFL Advisers
Illinois
$22.9M +$1.85M +33,574 +9%
IMRF
139
Illinois Municipal Retirement Fund
Illinois
$22.6M -$3.33M -60,472 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.1M +$4.62M +84,000 +28%
DB
141
Danske Bank
Denmark
$21.4M +$20.5M +371,881 New
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$20.8M -$15.1M -273,904 -43%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.8M -$1.98M -35,911 -9%
GT
144
Glenmede Trust
Pennsylvania
$20.7M +$1.35M +24,480 +7%
Axa
145
Axa
France
$19.7M +$5.23M +94,981 +38%
FP
146
Foundry Partners
Minnesota
$19.6M +$602K +10,942 +3%
BRA
147
Biechele Royce Advisors
Indiana
$19.5M -$373K -6,776 -2%
CFIA
148
Cantor Fitzgerald Investment Advisors
New York
$19M -$487K -8,843 -3%
TBC
149
Tweedy, Browne Co
Connecticut
$18.8M -$1.45M -26,280 -7%
AOI
150
Auto-Owners Insurance
Michigan
$18.6M

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.