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Bank of New York Mellon
BK

Overview Fund Activity

1,136 hedge funds and large institutions have $33.5B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 402 increasing their positions, 387 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
17.98%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
402
Reduced
387
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$107M
2
AII
AGF Investments Inc
Ontario, Canada
+$101M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$96.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$66.9M
5
SSA
Schonfeld Strategic Advisors
New York
+$60M

Top Sellers

1
Invesco
Invesco
Georgia
-$196M
2
First Trust Advisors
First Trust Advisors
Illinois
-$130M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.9M
4
LP
Longview Partners
Guernsey
-$66.2M
5
State Street
State Street
Massachusetts
-$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
501
Integrated Wealth Concepts
Massachusetts
$1.06M -$27.6K -555 -3%
PSUF
502
People's United Financial
Connecticut
$1.06M -$256K -5,162 -20%
LBC
503
Lowe Brockenbrough & Co
Virginia
$1.05M -$69K -1,390 -6%
SWMP
504
Signature Wealth Management Partners
New Jersey
$1.05M – – –
BIAS
505
Beacon Investment Advisory Services
New Jersey
$1.05M – – –
CG
506
Caprock Group
Idaho
$1.04M +$208K +4,199 +25%
PMG
507
ProVise Management Group
Florida
$1.04M +$53.4K +1,075 +5%
HVIA
508
Hudson Valley Investment Advisors
New York
$1.03M -$34.2K -688 -3%
VNA
509
Valley National Advisers
Pennsylvania
$1.03M +$94.9K +1,913 +10%
BL
510
Balentine LLC
Georgia
$1.03M +$389K +7,829 +61%
WWM
511
Western Wealth Management
Colorado
$1.02M +$528K +10,646 +108%
CBB
512
Citizens Business Bank
California
$1.02M – – –
RIM
513
Redpoint Investment Management
Australia
$1.01M – – –
WS
514
Wedbush Securities
California
$1.01M -$22.4K -451 -2%
BFG
515
Beacon Financial Group
Texas
$1.01M -$3.88K -76 -0.4%
HPM
516
Hudson Portfolio Management
New York
$1M -$1.24K -25 -0.1%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$999K -$15.9K -320 -2%
BCWM
518
Bartlett & Co Wealth Management
Ohio
$991K -$11.2K -225 -1%
BC
519
Bartlett & Co
Ohio
$991K -$11.2K -225 -1%
RIL
520
Rothschild Investment LLC
Illinois
$989K +$384K +7,730 +63%
KJHP
521
K.J. Harrison & Partners
Ontario, Canada
$963K +$963K +19,400 New
CAM
522
Cresset Asset Management
Illinois
$953K +$8.19K +165 +0.9%
FNT
523
First National Trust
Pennsylvania
$949K -$5.16K -104 -0.5%
WB
524
WesBanco Bank
West Virginia
$945K -$140K -2,825 -13%
SPC
525
Sigma Planning Corp
Michigan
$937K -$20.3K -410 -2%
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