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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 %
DWA
476
Douglass Winthrop Advisors
New York
$2.46M – – –
LI
477
Louisbourg Investments
New Brunswick, Canada
$2.45M -$8.34K -150 -0.3%
Wolverine Trading
478
Wolverine Trading
Illinois
$2.44M +$281K +3,648 +13%
DCM
479
Dean Capital Management
Kansas
$2.43M +$14.1K +184 +0.6%
AA
480
ABC Arbitrage
France
$2.42M +$2.42M +31,476 New
JIC
481
Johnson Investment Counsel
Ohio
$2.41M -$25.9K -337 -1%
UCFA
482
United Capital Financial Advisors
Texas
$2.41M +$12.7K +165 +0.5%
MCWS
483
McKinley Carter Wealth Services
West Virginia
$2.36M +$27K +352 +1%
EGM
484
Engineers Gate Manager
New York
$2.36M +$86.2K +1,122 +4%
TCM
485
Twin Capital Management
Pennsylvania
$2.31M -$28.6K -372 -1%
CLA
486
Carnegie Lake Advisors
New Jersey
$2.3M -$1.27M -16,525 -36%
CB
487
Commerce Bank
Missouri
$2.3M -$7.91K -103 -0.3%
QIM
488
Quantitative Investment Management
Virginia
$2.29M +$2.29M +29,776 New
WC
489
Woodstock Corp
Massachusetts
$2.29M – – –
Edgewood Management
490
Edgewood Management
Connecticut
$2.28M – – –
VI
491
Vestcor Inc
New Brunswick, Canada
$2.28M +$1.06M +13,856 +88%
TC
492
TownSquare Capital
Utah
$2.27M +$580K +7,543 +34%
DCM
493
Davis Capital Management
Florida
$2.27M -$166K -2,155 -7%
IPW
494
Inlet Private Wealth
Florida
$2.26M -$545K -7,100 -19%
AF
495
Allworth Financial
California
$2.25M +$1.54M +18,246 +216%
VWM
496
Vivid Wealth Management
Iowa
$2.24M +$2.24M +29,197 New
GT
497
Greenleaf Trust
Michigan
$2.24M -$14.4K -188 -0.6%
BDA
498
Borer Denton & Associates
Pennsylvania
$2.23M +$184K +2,389 +9%
RWM
499
Ritholtz Wealth Management
New York
$2.22M +$99.2K +1,291 +5%
GAM
500
Gotham Asset Management
New York
$2.21M +$28.4K +369 +1%
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