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BNY

Bank of New York Mellon

1,249 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 449 increasing their positions, 451 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

25% more call options, than puts

Call options by funds: $205M | Put options by funds: $164M

15% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 91

4% more capital invested

Capital invested by funds: $36.1B → $37.6B (+$1.43B)

0.61% more ownership

Funds ownership: 83.27%83.88% (+0.61%)

0% less funds holding

Funds holding: 1,2521,249 (-3)

0% less repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 451

Holders
1,249
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.02%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
105
Increased
449
Reduced
451
Closed
91
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.35B -$40.9M -706,286 -1%
BlackRock
2
BlackRock
New York
$3.83B +$18.1M +313,115 +0.5%
Dodge & Cox
3
Dodge & Cox
California
$3.28B -$36.8M -636,103 -1%
State Street
4
State Street
Massachusetts
$1.96B +$922K +15,930 +0%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.06B +$10.8M +186,046 +1%
Artisan Partners
6
Artisan Partners
Wisconsin
$1.04B +$292K +5,047 +0%
Norges Bank
7
Norges Bank
Norway
$1.02B +$47.1M +814,121 +5%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$941M -$17.4M -300,093 -2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$648M -$118M -2,040,586 -16%
Ameriprise
10
Ameriprise
Minnesota
$624M +$24.4M +421,161 +4%
Nuveen
11
Nuveen
North Carolina
$602M -$138K -2,381 -0%
Harris Associates
12
Harris Associates
Illinois
$586M +$30.5M +527,397 +6%
Amundi
13
Amundi
France
$552M -$9.29M -160,471 -2%
American Century Companies
14
American Century Companies
Missouri
$511M -$36M -621,569 -7%
Northern Trust
15
Northern Trust
Illinois
$504M -$10.9M -188,154 -2%
Wells Fargo
16
Wells Fargo
California
$499M -$8.61M -148,726 -2%
Victory Capital Management
17
Victory Capital Management
Texas
$491M +$10.4M +179,503 +2%
Morgan Stanley
18
Morgan Stanley
New York
$475M +$3.89M +67,145 +0.9%
LSV Asset Management
19
LSV Asset Management
Illinois
$453M +$16.6M +286,820 +4%
DSA
20
Davis Selected Advisers
Arizona
$446M -$164M -2,832,527 -28%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$434M +$26.3M +454,151 +7%
Legal & General Group
22
Legal & General Group
United Kingdom
$394M -$5.98M -103,279 -2%
UBS AM
23
UBS AM
Illinois
$390M +$67.4M +1,165,021 +22%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$367M -$68M -1,175,825 -16%
Invesco
25
Invesco
Georgia
$359M +$17.8M +307,679 +5%

BNY Hedge Fund Activity: Q2 2024 in Review

1,249 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in Bank of New York Mellon (BNY) for Q2 2024, worth a combined $37.6B — up 4% from $36.1B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new BNY positions and 91 closed out — a net gain of 14 holders — while 449 added to existing stakes and 451 trimmed.

The largest buyer was Fayez Sarofim & Co, adding an estimated $173M. The largest seller was VanEck Associates, cutting an estimated $218M.

  • 1,249 institutional investors held Bank of New York Mellon (BNY) as of Q2 2024, down from 1,252 in Q1 2024.
  • Funds reported $37.6B of Bank of New York Mellon stock for Q2 2024, up 4% quarter-over-quarter.
  • 105 funds opened new Bank of New York Mellon positions in Q2 2024 and 91 closed out, a net change of +14 holders.
  • The largest Bank of New York Mellon buyer in Q2 2024 was Fayez Sarofim & Co, an estimated $173M added.
  • The largest Bank of New York Mellon seller in Q2 2024 was VanEck Associates, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2024.