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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 %
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$1.47M -$87.6K -2,053 -6%
WGCA
427
Wolf Group Capital Advisors
Virginia
$1.45M -$31.3K -734 -2%
MC
428
Moors & Cabot
Massachusetts
$1.44M -$13.4K -315 -0.9%
TCM
429
Twin Capital Management
Pennsylvania
$1.44M +$625K +14,654 +77%
RB
430
Rodgers Brothers
Pennsylvania
$1.43M -$73.4K -1,721 -5%
AAS
431
Avantax Advisory Services
Texas
$1.42M +$112K +2,624 +9%
GC
432
Guggenheim Capital
Illinois
$1.42M -$267K -6,249 -16%
AFS
433
Aft Forsyth & Sober
Florida
$1.38M – – –
MLICM
434
Metropolitan Life Insurance Company (MetLife)
New York
$1.37M +$39.5K +927 +3%
MF
435
Magnetar Financial
Illinois
$1.35M +$1.35M +31,680 New
DWA
436
Douglass Winthrop Advisors
New York
$1.34M -$154K -3,600 -10%
NB
437
Norinchukin Bank
Japan
$1.32M -$1.66M -38,866 -56%
CB
438
Commerce Bank
Missouri
$1.32M -$36.9K -866 -3%
LWAM
439
Legacy Wealth Asset Management
Minnesota
$1.3M -$5.16K -121 -0.4%
AWS
440
Atria Wealth Solutions
New York
$1.29M -$83.7K -1,962 -6%
MAA
441
Mraz Amerine & Associates
California
$1.28M -$154K -3,610 -11%
ACH
442
ArrowMark Colorado Holdings
Colorado
$1.27M – – –
WC
443
Woodstock Corp
Massachusetts
$1.27M -$58.3K -1,368 -4%
Edgewood Management
444
Edgewood Management
Connecticut
$1.27M – – –
API
445
Advisor Partners II
California
$1.26M +$60.2K +1,412 +5%
PGFC
446
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$17.9K -420 -1%
BBVA
447
Banco Bilbao Vizcaya Argentaria
Spain
$1.24M -$152K -3,551 -11%
DS
448
DRW Securities
Illinois
$1.23M +$932K +21,856 +310%
SAM
449
Shell Asset Management
Netherlands
$1.22M -$57.2K -1,342 -4%
CG
450
Caprock Group
Idaho
$1.22M +$99.7K +2,338 +9%
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