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Bank of New York Mellon
BK

Overview Fund Activity

1,421 hedge funds and large institutions have $47.7B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 465 increasing their positions, 486 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,421
Holders Change
+145
Holders Change %
+11.36%
% of All Funds
18.91%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
230
Increased
465
Reduced
486
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$287M
2
Morgan Stanley
Morgan Stanley
New York
+$239M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$217M
4
UBS Group
UBS Group
Switzerland
+$162M
5
Northern Trust
Northern Trust
Illinois
+$117M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$319M
2
Dodge & Cox
Dodge & Cox
California
-$294M
3
DSA
Davis Selected Advisers
Arizona
-$248M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
5
American Century Companies
American Century Companies
Missouri
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
426
Sciencast Management
New Jersey
$3.04M +$36K +468 +1%
MSRPS
427
Maryland State Retirement & Pension System
Maryland
$3.03M -$256K -3,327 -8%
GC
428
Gould Capital
Washington
$3.02M -$961K -12,511 -24%
PAS
429
Park Avenue Securities
New York
$3.02M +$822K +10,706 +38%
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$3.01M -$193K -2,511 -6%
LSERS
431
Louisiana State Employees Retirement System
Louisiana
$3M -$184K -2,400 -6%
SAM
432
Securian Asset Management
Minnesota
$3M -$133K -1,737 -4%
IVP
433
Intrinsic Value Partners
Arizona
$3M -$13.1K -170 -0.4%
CAMG
434
CWA Asset Management Group
Florida
$3M +$816K +10,620 +37%
A
435
Allianz
Germany
$3M -$27.9K -362 -0.9%
CWM
436
Congress Wealth Management
Massachusetts
$2.99M -$2.95M -38,405 -50%
D.E. Shaw & Co
437
D.E. Shaw & Co
New York
$2.99M -$668K -8,692 -18%
FC
438
Forte Capital
New York
$2.99M -$374K -4,869 -11%
GGA
439
Granite Group Advisors
Connecticut
$2.99M -$369K -4,801 -11%
GLA
440
Great Lakes Advisors
Illinois
$2.98M +$49.1K +639 +2%
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$2.95M +$206K +2,679 +7%
CFO
442
Callan Family Office
Pennsylvania
$2.95M +$2.95M +38,409 New
VIM
443
Vinva Investment Management
Australia
$2.92M -$9.92M -128,672 -77%
ClearBridge Investments
444
ClearBridge Investments
New York
$2.91M -$3.84K -50 -0.1%
CCM
445
Cohen Capital Management
California
$2.9M – – –
TFA
446
Teamwork Financial Advisors
Texas
$2.84M +$2.84M +36,984 New
CIP
447
Convergence Investment Partners
Florida
$2.82M -$19.1K -249 -0.7%
BBI
448
Baxter Bros Inc
Connecticut
$2.77M -$17.4K -226 -0.6%
MC
449
Moors & Cabot
Massachusetts
$2.74M -$14.7K -191 -0.5%
BAMF
450
BI Asset Management Fondsmaeglerselskab
Denmark
$2.73M +$2.73M +35,579 New
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