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Bank of New York Mellon
BK

Overview Fund Activity

1,421 hedge funds and large institutions have $47.7B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 465 increasing their positions, 486 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,421
Holders Change
+145
Holders Change %
+11.36%
% of All Funds
18.92%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
230
Increased
465
Reduced
486
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
2
Morgan Stanley
Morgan Stanley
New York
$864M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$478M
4
UBS Group
UBS Group
Switzerland
$337M
5
Northern Trust
Northern Trust
Illinois
$732M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$194M
2
Dodge & Cox
Dodge & Cox
California
$3.43B
3
DSA
Davis Selected Advisers
Arizona
$164M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$26.6M
5
American Century Companies
American Century Companies
Missouri
$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
276
Clifford Swan Investment Counsel
California
$8.32M -$315K -4,099 -4%
PFSRSONJ
277
Police & Firemen's Retirement System of New Jersey
New Jersey
$8.31M +$8.31M +108,107 New
NYLIM
278
New York Life Investment Management
New York
$8.3M -$104K -1,351 -1%
KA
279
Kintegral Advisory
New York
$8.16M -$380K -4,949 -4%
OA
280
Oak Associates
Ohio
$8.13M -$109K -1,417 -1%
USCWA
281
U.S. Capital Wealth Advisors
Texas
$8.05M +$7.7M +100,189 +2,171%
VPIM
282
Vanguard Personalized Indexing Management
California
$7.89M +$323K +4,204 +4%
Public Employees Retirement Association of Colorado
283
Public Employees Retirement Association of Colorado
Colorado
$7.72M -$350K -4,551 -4%
Neuberger Berman Group
284
Neuberger Berman Group
New York
$7.7M -$4.32M -56,265 -36%
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$7.7M +$814K +10,590 +12%
RC
286
RBF Capital
California
$7.68M -$768K -10,000 -9%
IMCOOI
287
Investment Management Corp of Ontario (IMCO)
Canada
$7.68M -$7.43M -96,737 -49%
GAM
288
Generali Asset Management
Italy
$7.55M +$7.55M +98,206 New
HA
289
Hamel Associates
New Jersey
$7.53M -$39.2K -510 -0.5%
UB
290
UMB Bank
Missouri
$7.53M +$7.19M +93,548 +2,124%
Baird Financial Group
291
Baird Financial Group
Wisconsin
$7.43M +$89.4K +1,164 +1%
PMG
292
ProVise Management Group
Florida
$7.35M -$306K -3,984 -4%
BFS
293
Bradley Foster & Sargent
Connecticut
$7.35M +$23.4K +304 +0.3%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$7.23M +$610K +7,935 +9%
NAM
295
Nissay Asset Management
Japan
$7.12M +$80.4K +1,036 +1%
M&T Bank
296
M&T Bank
New York
$7.1M -$511K -6,645 -7%
SPIA
297
Steward Partners Investment Advisory
New York
$7.09M +$125K +1,622 +2%
BRM
298
Boston Research & Management
Massachusetts
$7.04M -$128K -1,666 -2%
SCM
299
Sterling Capital Management
North Carolina
$7.03M +$523K +6,802 +8%
SI
300
Stephens Inc
Arkansas
$7M +$1.65M +21,441 +31%
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