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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 %
WEG
476
World Equity Group
Illinois
$1.08M -$2.69K -63 -0.2%
EP
477
Edgestream Partners
New Jersey
$1.08M +$718K +16,844 +199%
CAM
478
Columbia Asset Management
Michigan
$1.08M +$49.7K +1,165 +5%
RFC
479
Regions Financial Corp
Alabama
$1.06M -$354K -8,305 -25%
Los Angeles Capital Management
480
Los Angeles Capital Management
California
$1.05M -$5.75M -134,908 -85%
BCV
481
Banque Cantonale Vaudoise
Switzerland
$1.05M +$230K +5,395 +28%
CAM
482
Carret Asset Management
New York
$1.05M -$21.3K -500 -2%
NMIMC
483
Northwestern Mutual Investment Management Company
Wisconsin
$1.05M +$82.3K +1,930 +9%
FLPIM
484
F.L. Putnam Investment Management
Massachusetts
$1.03M -$1.26M -29,452 -55%
JIC
485
Johnson Investment Counsel
Ohio
$1.02M +$60K +1,406 +6%
USAA
486
United Services Automobile Association
Texas
$1.02M +$310K +7,274 +44%
HI
487
Horizon Investments
North Carolina
$1.01M +$39.1K +925 +4%
FWCM
488
Ferguson Wellman Capital Management
Oregon
$1.01M – – –
KS
489
Karpas Strategies
Connecticut
$986K +$4.18K +98 +0.4%
GA
490
Geller Advisors
New York
$985K +$668K +15,673 +211%
FNT
491
First National Trust
Pennsylvania
$984K – – –
AIM
492
Aquila Investment Management
New York
$981K +$128K +3,000 +15%
HPM
493
Hudson Portfolio Management
New York
$978K +$1.49K +35 +0.2%
Voloridge Investment Management
494
Voloridge Investment Management
Florida
$976K -$10.4M -243,373 -91%
DCM
495
Dean Capital Management
Kansas
$967K +$967K +22,665 New
FFM
496
Forum Financial Management
Illinois
$963K +$896 +21 +0.1%
GAM
497
Gotham Asset Management
New York
$957K -$20K -469 -2%
AAM
498
Advisors Asset Management
Colorado
$955K +$89.9K +2,109 +10%
BAM
499
Blueshift Asset Management
New Jersey
$955K +$201K +4,718 +27%
SWP
500
Stratos Wealth Partners
Ohio
$950K +$12.8K +301 +1%
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