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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.2B -$15.4M -233,495 -0.3%
BlackRock
2
BlackRock
New York
$4.72B +$117M +1,777,079 +3%
Dodge & Cox
3
Dodge & Cox
California
$3.49B -$411M -6,246,833 -11%
State Street
4
State Street
Massachusetts
$2.39B +$43.3M +659,096 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.39B +$560M +8,512,404 +79%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.27B -$1.11M -16,814 -0.1%
Norges Bank
7
Norges Bank
Norway
$1.18B -$35.7M -542,975 -3%
Artisan Partners
8
Artisan Partners
Wisconsin
$1.18B -$62M -943,248 -5%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$1.13B -$912K -13,872 -0.1%
Ameriprise
10
Ameriprise
Minnesota
$847M +$90.1M +1,370,139 +13%
Nuveen
11
Nuveen
North Carolina
$749M +$24.5M +372,365 +4%
Harris Associates
12
Harris Associates
Illinois
$689M -$13.1M -199,464 -2%
Wells Fargo
13
Wells Fargo
California
$590M -$8.03M -122,052 -1%
Morgan Stanley
14
Morgan Stanley
New York
$584M +$12.6M +191,124 +2%
Northern Trust
15
Northern Trust
Illinois
$575M -$26.7M -406,512 -5%
Invesco
16
Invesco
Georgia
$533M +$93.4M +1,420,784 +24%
LSV Asset Management
17
LSV Asset Management
Illinois
$532M -$11.3M -171,800 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$524M +$2.92M +44,383 +0.6%
Amundi
19
Amundi
France
$513M -$140M -2,132,898 -23%
Victory Capital Management
20
Victory Capital Management
Texas
$480M -$99.8M -1,517,916 -19%
UBS AM
21
UBS AM
Illinois
$477M +$7.76M +117,974 +2%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$476M +$142M +2,153,399 +48%
American Century Companies
23
American Century Companies
Missouri
$470M -$131M -1,985,224 -23%
Legal & General Group
24
Legal & General Group
United Kingdom
$467M -$5.97M -90,738 -1%
DSA
25
Davis Selected Advisers
Arizona
$386M -$137M -2,083,933 -28%

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.