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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
351
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.41M +$2.41M +56,451 New
VPIM
352
Vanguard Personalized Indexing Management
California
$2.39M +$184K +4,315 +8%
SAM
353
Securian Asset Management
Minnesota
$2.38M -$115K -2,698 -5%
PCM
354
Poehling Capital Management
Wisconsin
$2.36M +$21K +492 +0.9%
DA
355
Duality Advisers
Florida
$2.32M +$2.32M +54,458 New
HTI
356
Hikari Tsushin Inc
Japan
$2.27M -$4.06M -95,159 -64%
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$2.26M +$120K +2,802 +6%
CAM
358
Cresset Asset Management
Illinois
$2.26M +$206K +4,833 +10%
Nordea Investment Management
359
Nordea Investment Management
Sweden
$2.26M -$3.4M -78,807 -60%
APF
360
Alaska Permanent Fund
Alaska
$2.24M – – –
BFA
361
Bragg Financial Advisors
North Carolina
$2.22M -$423K -9,920 -16%
BF
362
BOK Financial
Oklahoma
$2.18M +$614K +14,440 +39%
QCM
363
Quantinno Capital Management
New York
$2.18M +$317K +7,442 +17%
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$2.11M +$178K +4,178 +9%
BMSSC
365
B. Metzler seel. Sohn & Co
Germany
$2.09M -$443K -10,379 -17%
AWM
366
AE Wealth Management
Kansas
$2.09M +$34.7K +813 +2%
PNC
367
Park National Corp
Ohio
$2.08M -$32.9K -771 -2%
AC
368
Arjuna Capital
North Carolina
$2.07M +$10.7K +251 +0.5%
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$2.06M +$166K +3,900 +9%
ECP
370
Epacria Capital Partners
Colorado
$2.05M – – –
Wealth Enhancement Advisory Services
371
Wealth Enhancement Advisory Services
Minnesota
$2.05M +$2.05M +48,024 New
CC
372
Carlson Capital
Texas
$2.04M +$2.04M +47,900 New
Two Sigma Advisers
373
Two Sigma Advisers
New York
$2.03M -$6.84M -160,400 -77%
CAM
374
Cubic Asset Management
Massachusetts
$2.03M -$28.1K -660 -1%
MPAM
375
Murphy Pohlad Asset Management
Minnesota
$2.03M -$21.3K -500 -1%
13 14
15
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