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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
Natixis Advisors
176
Natixis Advisors
Massachusetts
$14.3M +$346K +6,292 +3%
IP
177
Isthmus Partners
Wisconsin
$14.1M -$70.1K -1,274 -0.5%
HP
178
Hikari Power
Japan
$14.1M
Osaic Holdings
179
Osaic Holdings
Arizona
$14M -$4.2M -76,373 -24%
CAM
180
Cacti Asset Management
Georgia
$13.8M -$1.11M -20,200 -8%
DPAM
181
Degroof Petercam Asset Management
Belgium
$13.4M -$622K -11,300 -5%
UIM
182
USS Investment Management
United Kingdom
$13.2M +$201K +3,653 +2%
Creative Planning
183
Creative Planning
Kansas
$13.2M -$28K -508 -0.2%
SG Americas Securities
184
SG Americas Securities
New York
$12.9M +$11M +199,612 +813%
SOMRS
185
State of Michigan Retirement System
Michigan
$12.9M -$138K -2,500 -1%
AAM
186
Auxier Asset Management
Oregon
$12.8M -$39.9K -725 -0.3%
MAM
187
Martingale Asset Management
Massachusetts
$12.6M +$6.14M +111,533 +104%
RJT
188
Raymond James Trust
Florida
$12.6M +$33.5K +609 +0.3%
ASRS
189
Arizona State Retirement System
Arizona
$12.6M -$66K -1,199 -0.5%
AIG
190
American International Group
New York
$12.5M -$206K -3,748 -2%
Nomura Asset Management
191
Nomura Asset Management
Japan
$12.4M +$222K +4,038 +2%
FAF
192
Fjarde Ap-fonden
Sweden
$12.3M -$275K -5,000 -2%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$12.3M -$1.46M -26,497 -11%
Financial Engines Advisors
194
Financial Engines Advisors
California
$12.2M -$577K -10,474 -5%
SCM
195
Shelton Capital Management
Colorado
$12.1M -$490K -8,896 -4%
US Bancorp
196
US Bancorp
Minnesota
$12M +$392K +7,115 +4%
Mirae Asset Global Investments
197
Mirae Asset Global Investments
South Korea
$11.8M +$813K +14,766 +7%
MML Investors Services
198
MML Investors Services
Massachusetts
$11.3M +$756K +13,726 +8%
IMPI
199
Ilmarinen Mutual Pension Insurance
Finland
$11.2M
NCM
200
Novare Capital Management
North Carolina
$11.2M +$288K +5,240 +3%

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.