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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 %
SG Americas Securities
326
SG Americas Securities
New York
$5.96M +$3.95M +51,354 +196%
BC
327
Burney Company
Virginia
$5.94M -$168K -2,184 -3%
BCFS
328
Butensky & Cohen Financial Security
Florida
$5.93M -$771K -10,038 -12%
RG
329
Rathbones Group
United Kingdom
$5.9M -$514K -6,691 -8%
Wealthfront Advisers
330
Wealthfront Advisers
California
$5.83M +$1.58M +20,523 +37%
BF
331
BOK Financial
Oklahoma
$5.78M +$1.45M +19,225 +33%
EMPI
332
Elo Mutual Pension Insurance
Finland
$5.78M -$158K -2,060 -3%
Pathstone Holdings
333
Pathstone Holdings
New Jersey
$5.77M -$55.8K -727 -1%
RPI
334
Railway Pension Investments
United Kingdom
$5.69M +$2.45M +31,900 +76%
WBC
335
Westpac Banking Corp
Australia
$5.59M -$441K -5,744 -7%
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$5.56M +$651K +8,480 +13%
BAM
337
BOCHK Asset Management
Hong Kong
$5.56M +$5.56M +72,400 New
HFS
338
Hantz Financial Services
Michigan
$5.44M -$174K -2,261 -3%
PFM
339
Patton Fund Management
Texas
$5.31M -$785K -10,217 -13%
MSU
340
Mizuho Securities USA
New York
$5.29M +$1.62M +21,058 +44%
PA
341
Pinnacle Associates
New York
$5.26M -$638K -8,299 -11%
TWC
342
TD Waterhouse Canada
Ontario, Canada
$5.23M +$279K +3,635 +6%
WAOTB
343
Wealth Advisors of Tampa Bay
Florida
$5.2M -$99.5K -1,295 -2%
SIS
344
Sound Income Strategies
Florida
$5.02M +$616K +8,021 +14%
DZ Bank
345
DZ Bank
Germany
$4.99M +$3.69M +48,042 +284%
SJL
346
Shayne & Jacobs LLC
Tennessee
$4.92M – – –
WAM
347
Wakefield Asset Management
Colorado
$4.89M -$68.5K -892 -1%
AAS
348
Avantax Advisory Services
Texas
$4.87M +$314K +4,090 +7%
LC
349
Lincoln Capital
Nebraska
$4.83M -$86.9K -1,131 -2%
Nordea Investment Management
350
Nordea Investment Management
Sweden
$4.79M +$250K +3,247 +6%
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