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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$508M
2
Marshall Wace
Marshall Wace
United Kingdom
$108M
3
Millennium Management
Millennium Management
New York
$5.72M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$44.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
376
Advisornet Financial
Minnesota
$2.02M -$119K -2,784 -6%
ATPW
377
Ashton Thomas Private Wealth
Arizona
$2M -$11.3K -264 -0.6%
DFA
378
Delta Financial Advisors
Louisiana
$1.99M +$1.79K +42 +0.1%
MGP
379
Metis Global Partners
California
$1.98M +$343K +8,049 +21%
IIM
380
INTECH Investment Management
Florida
$1.97M +$856K +20,072 +77%
FC
381
Forte Capital
New York
$1.96M -$14.2K -334 -0.7%
1832 Asset Management
382
1832 Asset Management
Ontario, Canada
$1.96M -$299K -7,004 -13%
VI
383
Vestcor Inc
New Brunswick, Canada
$1.92M -$88.2K -2,068 -4%
DLCIG
384
D.L. Carlson Investment Group
New Hampshire
$1.9M -$20.2K -636 -1%
CP
385
CenterBook Partners
Connecticut
$1.9M -$478K -11,212 -20%
BBI
386
Baxter Bros Inc
Connecticut
$1.89M -$234K -5,480 -11%
IVP
387
Intrinsic Value Partners
Arizona
$1.88M -$3.2K -75 -0.2%
EFS
388
Econ Financial Services
Pennsylvania
$1.88M +$1.88M +44,054 New
GF
389
Gries Financial
Ohio
$1.86M -$16.1K -378 -0.9%
AI
390
Atria Investments
North Carolina
$1.85M +$26.3K +616 +1%
IPW
391
Inlet Private Wealth
Florida
$1.84M -$610K -14,300 -25%
CW
392
Connectus Wealth
Ohio
$1.83M -$20.1K -471 -1%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$1.83M -$93.2K -2,185 -5%
OAM
394
Oppenheimer Asset Management
New York
$1.79M -$87.3K -2,047 -5%
TCM
395
Teza Capital Management
Illinois
$1.78M +$1.78M +41,769 New
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$1.77M +$1.77M +41,404 New
Verition Fund Management
397
Verition Fund Management
Connecticut
$1.72M +$210K +4,921 +14%
EGM
398
Engineers Gate Manager
New York
$1.69M +$402K +9,429 +31%
SIS
399
Sound Income Strategies
Florida
$1.69M +$93.9K +2,202 +6%
KWA
400
KCS Wealth Advisory
California
$1.68M -$129K -3,019 -7%
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16
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