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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
LA
126
LFL Advisers
Illinois
$30.9M +$2.35M +35,800 +9%
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.4M +$1.53M +23,218 +6%
DIA
128
Dana Investment Advisors
Wisconsin
$28.9M -$2.11M -32,012 -7%
GT
129
Glenmede Trust
Pennsylvania
$28.7M +$1.24M +18,840 +5%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$28.6M -$813K -12,358 -3%
SAM
131
Storebrand Asset Management
Norway
$28.3M +$1.03M +15,722 +4%
FP
132
Foundry Partners
Minnesota
$27.7M -$128K -1,947 -0.5%
Walleye Capital
133
Walleye Capital
New York
$27.2M +$16.4M +248,908 +192%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$27.1M -$2.02M -30,671 -8%
LPL Financial
135
LPL Financial
California
$26.9M +$3.77M +57,253 +18%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$26M -$2.17M -32,978 -8%
CS
137
Cannell & Spears
New York
$25.4M -$922K -14,026 -4%
DB
138
Danske Bank
Denmark
$25.4M +$645K +9,800 +3%
PP
139
Prudential plc
United Kingdom
$24.4M +$674K +10,254 +3%
BRA
140
Biechele Royce Advisors
Indiana
$23.8M -$419K -6,377 -2%
MAM
141
Martingale Asset Management
Massachusetts
$23.8M -$247K -3,763 -1%
IMRF
142
Illinois Municipal Retirement Fund
Illinois
$23.6M -$3.25M -49,384 -13%
HighTower Advisors
143
HighTower Advisors
Illinois
$23.4M +$12.1M +184,560 +130%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$23.3M +$479K +7,279 +2%
AOI
145
Auto-Owners Insurance
Michigan
$23.2M
Grantham, Mayo, Van Otterloo & Co (GMO)
146
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$23.1M -$522K -7,936 -2%
ACIM
147
Azimuth Capital Investment Management
Michigan
$23.1M +$187K +2,843 +0.9%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$22.9M -$2.31M -35,080 -10%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.8M -$2.38M -36,230 -10%
Asset Management One
150
Asset Management One
Japan
$22.8M +$108K +1,643 +0.5%

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.