Bank of New York Mellon Corp/The (BK) — Hedge Fund Ownership Q1 2026
BK
- Bank of New York Mellon Corp/The (BK) is held by 8 of 82 tracked hedge funds, with Matrix Asset Advisors (3%) and First Eagle Investment Management (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in BK holdings came from First Eagle Investment Management (+1%) and Davis Selected Advisers (+1%), highlighting conviction.
- The biggest decreases in BK holdings came from Dodge & Cox (-9%) and Tweedy, Browne (-14%), suggesting profit-taking or de-risking.
- 1 hedge fund exited BK, led by Third Avenue Management (1%).
- Overall, hedge funds decreased exposure to Bank of New York Mellon Corp/The (BK) by -7% vs the prior quarter and -42% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Matrix Asset Advisors David Katz
|
2.66% | 245K | -6.47% | -39.22% | $29.0M | $118.63 | — |
| 2 |
First Eagle Investment Management
|
1.98% | 9.9M | +1.26% | -29.20% | $1.17B | $118.63 | — |
| 3 |
Dodge & Cox
|
1.53% | 23.4M | -9.33% | -44.25% | $2.78B | $118.63 | — |
| 4 |
Tweedy, Browne Tweedy, Browne Co LLC
|
1.03% | 109K | -14.47% | -26.63% | $12.9M | $118.63 | — |
| 5 |
Yacktman Asset Management Donald Yacktman
|
0.57% | 358K | -2.20% | -37.67% | $42.4M | $118.63 | — |
| 6 |
Davis Selected Advisers Christopher Davis
|
0.29% | 525K | +0.67% | -72.51% | $62.3M | $118.63 | — |
| 7 |
Markel Group Tom Gayner
|
0.12% | 124K | +2.47% | +2.47% | $14.8M | $118.63 | — |
| 8 |
Mairs & Power
|
0.01% | 6K | — | — | $698,493 | $118.63 | — |
| — |
Third Avenue Management
|
— | — | EXITED | — | — | — | — |
| 8 | Total | — | 34.6M | -6.61% | -41.52% | $4.11B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.