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Bank of New York Mellon
BK

Overview Fund Activity

1,047 hedge funds and large institutions have $28.1B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 397 increasing their positions, 361 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-89
Holders Change %
-7.83%
% of All Funds
17.7%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
397
Reduced
361
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$309M
2
Goldman Sachs
Goldman Sachs
New York
+$203M
3
Artisan Partners
Artisan Partners
Wisconsin
+$129M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$95.5M
5
American Century Companies
American Century Companies
Missouri
+$84.7M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$136M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
3
State Street
State Street
Massachusetts
-$120M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$59.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
476
Vestcor Inc
New Brunswick, Canada
$928K -$307K -7,354 -25%
FFM
477
Forum Financial Management
Illinois
$926K +$13.5K +323 +1%
VIA
478
Vident Investment Advisory
Georgia
$920K -$329K -7,911 -26%
PMG
479
ProVise Management Group
Florida
$914K +$44.1K +1,057 +5%
RWM
480
Ritholtz Wealth Management
New York
$912K +$388K +9,303 +74%
AAS
481
Avantax Advisory Services
Texas
$900K +$215K +5,147 +31%
CL
482
CPWM LLC
Washington
$892K +$312K +7,469 +54%
SWM
483
Sculati Wealth Management
Michigan
$890K +$156K +3,740 +21%
BFS
484
Bradley Foster & Sargent
Connecticut
$888K – – –
SWMP
485
Signature Wealth Management Partners
New Jersey
$886K – – –
IWC
486
Integrated Wealth Concepts
Massachusetts
$882K -$5K -120 -0.6%
PFO
487
Pathstone Family Office
New Jersey
$876K -$437K -10,491 -33%
BAM
488
Belpointe Asset Management
Nevada
$875K -$108K -2,585 -11%
HPM
489
Hudson Portfolio Management
New York
$874K +$33.4K +800 +4%
LBC
490
Lowe Brockenbrough & Co
Virginia
$873K -$13.2K -316 -1%
RIM
491
Redpoint Investment Management
Australia
$871K +$18.9K +452 +2%
BIAS
492
Beacon Investment Advisory Services
New Jersey
$869K -$8.96K -215 -1%
HVIA
493
Hudson Valley Investment Advisors
New York
$858K -$7.17K -172 -0.8%
CBB
494
Citizens Business Bank
California
$855K – – –
BFG
495
Beacon Financial Group
Texas
$841K -$8.49K -197 -1%
WS
496
Wedbush Securities
California
$837K -$10.2K -244 -1%
GAM
497
Gotham Asset Management
New York
$837K +$657K +15,750 +365%
BC
498
Bartlett & Co
Ohio
$835K +$1.88K +45 +0.2%
BCWM
499
Bartlett & Co Wealth Management
Ohio
$835K +$1.88K +45 +0.2%
MWM
500
Mission Wealth Management
California
$830K +$149K +3,570 +22%
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