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Bank of New York Mellon
BK

Overview Fund Activity

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$243M
3
Amundi
3
Amundi
France
$441M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$716M
5
Harris Associates
5
Harris Associates
Illinois
$357M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$508M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$108M
3
Millennium Management
3
Millennium Management
New York
$5.72M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRM
301
Boston Research & Management
Massachusetts
$3.88M +$39.2K +920 +1%
NAM
302
Nissay Asset Management
Japan
$3.88M +$16.3K +382 +0.4%
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$3.87M -$51.7K -1,213 -1%
AW
304
Avion Wealth
Texas
$3.87M – – –
AIM
305
Achmea Investment Management
Netherlands
$3.84M -$59.6K -1,398 -2%
PGA
306
Portland Global Advisors
Maine
$3.77M +$48.1K +1,127 +1%
HFS
307
Hantz Financial Services
Michigan
$3.76M +$73.1K +1,714 +2%
ClearBridge Investments
308
ClearBridge Investments
New York
$3.74M -$72M -1,689,111 -95%
CAN
309
Cetera Advisor Networks
California
$3.72M +$284K +6,668 +8%
JPMPWA
310
J.P. Morgan Private Wealth Advisors
California
$3.67M +$3.67M +85,948 New
Kovitz Investment Group Partners
311
Kovitz Investment Group Partners
Illinois
$3.63M -$60.4K -1,416 -2%
TC
312
TwinBeech Capital
New York
$3.58M +$3.58M +84,052 New
PE
313
Point72 Europe
United Kingdom
$3.45M -$8.73M -204,640 -72%
BOC
314
Barbara Oil Co
Illinois
$3.41M – – –
SC
315
Stolper & Co
Oklahoma
$3.3M +$17K +399 +0.5%
PA
316
Pinnacle Associates
New York
$3.2M +$32K +750 +1%
GIBU
317
Gulf International Bank (UK)
United Kingdom
$3.17M -$276K -6,482 -8%
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$3.11M +$360K +8,435 +13%
GIS
319
Graphene Investments SAS
France
$3.06M – – –
SPIA
320
Steward Partners Investment Advisory
New York
$3.03M -$13.5K -317 -0.4%
BCIM
321
British Columbia Investment Management
British Columbia, Canada
$3.02M -$73.1K -1,714 -2%
HCM
322
Highlander Capital Management
New Jersey
$3.02M +$863K +20,233 +40%
IWC
323
Integrated Wealth Concepts
Massachusetts
$3.01M +$43.2K +1,012 +1%
Assenagon Asset Management
324
Assenagon Asset Management
Luxembourg
$2.98M +$89.5K +2,098 +3%
SI
325
Stephens Inc
Arkansas
$2.94M +$488K +11,453 +20%
11 12
13
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