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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 %
KWA
401
KCS Wealth Advisory
California
$1.89M +$76.9K +1,727 +4%
CCA
402
Cobblestone Capital Advisors
New York
$1.84M -$106K -2,380 -5%
AIM
403
AMI Investment Management
Indiana
$1.76M -$693K -15,576 -28%
GC
404
Guggenheim Capital
Illinois
$1.76M -$2.73M -61,313 -61%
SAM
405
Silvercrest Asset Management
New York
$1.74M +$14.2K +318 +0.8%
BAMF
406
BI Asset Management Fondsmaeglerselskab
Denmark
$1.74M +$336K +7,556 +24%
BCM
407
Bridgeway Capital Management
Texas
$1.71M – – –
MGP
408
Metis Global Partners
California
$1.71M +$141K +3,158 +9%
Luther King Capital Management (LKCM)
409
Luther King Capital Management (LKCM)
Texas
$1.7M +$9.97K +224 +0.6%
CCM
410
Cohen Capital Management
California
$1.68M – – –
SIS
411
Sound Income Strategies
Florida
$1.66M +$148K +3,314 +10%
BF
412
BOK Financial
Oklahoma
$1.64M +$1.37M +30,809 +514%
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$76.4K +1,716 +5%
DCM
414
Delta Capital Management
New Jersey
$1.61M -$22.3K -500 -1%
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$1.6M +$84.6K +1,900 +6%
NMERB
416
New Mexico Educational Retirement Board
New Mexico
$1.59M +$75.7K +1,700 +5%
CFG
417
Citizens Financial Group
Rhode Island
$1.58M -$66.9K -1,503 -4%
Verition Fund Management
418
Verition Fund Management
Connecticut
$1.58M -$1.16K -26 -0.1%
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$1.58M -$25.8K -580 -2%
First Manhattan
420
First Manhattan
New York
$1.57M -$387K -8,684 -20%
RB
421
Rodgers Brothers
Pennsylvania
$1.57M +$105K +2,368 +7%
FWP
422
Falcon Wealth Planning
California
$1.56M +$846 +19 +0.1%
DWA
423
Douglass Winthrop Advisors
New York
$1.56M -$7.88K -177 -0.5%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$1.55M +$413K +9,278 +36%
SMFG
425
Sumitomo Mitsui Financial Group
Japan
$1.54M +$165K +3,701 +12%
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