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Bank of New York Mellon
BK

Overview Fund Activity

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$678M
2
VanEck Associates
2
VanEck Associates
New York
$136M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$163M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$147M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$81.1M

Top Sellers

1
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$137M
2
Deutsche Bank
2
Deutsche Bank
Germany
$164M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.13B
4
JCM
4
Junto Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
376
Arjuna Capital
North Carolina
$2.15M -$556K -12,478 -21%
CAM
377
Cresset Asset Management
Illinois
$2.15M +$1.91M +42,951 +821%
ECP
378
Epacria Capital Partners
Colorado
$2.14M -$401K -9,000 -16%
MPAM
379
Murphy Pohlad Asset Management
Minnesota
$2.14M -$204K -4,575 -9%
PRC
380
Pearl River Capital
Michigan
$2.11M +$2.11M +47,400 New
ATPW
381
Ashton Thomas Private Wealth
Arizona
$2.1M -$110K -2,477 -5%
VI
382
Vestcor Inc
New Brunswick, Canada
$2.1M – – –
JF
383
Jump Financial
Illinois
$2.08M +$2.08M +46,770 New
DFA
384
Delta Financial Advisors
Louisiana
$2.08M -$54.3K -1,219 -3%
FC
385
Forte Capital
New York
$2.06M -$46.2K -1,038 -2%
CIP
386
Convergence Investment Partners
Florida
$2.03M +$69.6K +1,564 +4%
BCI
387
Brinker Capital Investments
Pennsylvania
$2.02M +$384K +8,629 +23%
OPS
388
Orion Portfolio Solutions
Nebraska
$2.02M +$384K +8,629 +23%
BRWA
389
B. Riley Wealth Advisors
Florida
$2.02M +$1.21M +27,207 +150%
SJL
390
Shayne & Jacobs LLC
Tennessee
$2.01M +$39.4K +884 +2%
Pacer Advisors
391
Pacer Advisors
Pennsylvania
$2.01M -$21.8K -489 -1%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$2.01M +$170K +3,821 +9%
LSERS
393
Louisiana State Employees Retirement System
Louisiana
$1.98M -$151K -3,400 -7%
IVP
394
Intrinsic Value Partners
Arizona
$1.96M -$152K -3,420 -7%
GF
395
Gries Financial
Ohio
$1.96M +$13.3K +299 +0.7%
OAM
396
Oppenheimer Asset Management
New York
$1.96M +$103K +2,322 +6%
QCM
397
Quantinno Capital Management
New York
$1.94M -$78.3K -1,759 -4%
CW
398
Connectus Wealth
Ohio
$1.94M -$16.5M -369,500 -89%
PP
399
Prudential plc
United Kingdom
$1.93M -$14.3K -321 -0.7%
AI
400
Atria Investments
North Carolina
$1.9M -$237K -5,318 -11%
14 15
16
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