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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 %
JG
501
Jain Global
New York
$2.18M +$2.18M +28,361 New
PS
502
Principal Securities
Iowa
$2.17M +$245K +3,191 +13%
LCM
503
Logan Capital Management
Pennsylvania
$2.14M +$90.4K +1,176 +4%
OIAM
504
OFI Invest Asset Management
France
$2.13M +$2.13M +28,738 New
PGFC
505
Peapack-Gladstone Financial Corp
New Jersey
$2.12M +$22.9K +298 +1%
CSP
506
Cary Street Partners
Virginia
$2.1M +$2.1M +27,336 New
AHB
507
Abner Herrman & Brock
New Jersey
$2.09M +$53.8K +700 +3%
ATC
508
Argent Trust Co
Tennessee
$2.08M +$327K +4,258 +19%
BMO
509
Beck Mack & Oliver
New York
$2.07M -$44.9K -585 -2%
CCA
510
Cobblestone Capital Advisors
New York
$2.04M – – –
BPAMU
511
BTG Pactual Asset Management US
New York
$2.04M +$2.04M +26,539 New
AWP
512
Ascent Wealth Partners
New York
$2.03M +$2.07K +27 +0.1%
CFGS
513
Concourse Financial Group Securities
Alabama
$2.02M +$1.07M +12,715 +113%
WSFS
514
Wilmington Savings Fund Society
Delaware
$2.02M -$131K -1,706 -6%
PAS
515
PKS Advisory Services
New York
$2.01M +$2.01M +26,221 New
CAM
516
Councilmark Asset Management
Tennessee
$2.01M +$7.61K +99 +0.4%
P
517
Pitcairn
Pennsylvania
$1.98M +$56.2K +732 +3%
EF
518
Empirical Finance
Pennsylvania
$1.97M -$28.7K -374 -1%
GFPC
519
Global Financial Private Client
Florida
$1.97M +$208K +2,705 +12%
VNA
520
Valley National Advisers
Pennsylvania
$1.97M -$360K -4,689 -15%
FMTC
521
Farmers & Merchants Trust Company
California
$1.96M -$140K -1,823 -7%
MYAM
522
Meiji Yasuda Asset Management
Japan
$1.95M +$80.3K +1,045 +4%
OIA
523
OneDigital Investment Advisors
Kansas
$1.95M +$33.4K +435 +2%
RB
524
Rodgers Brothers
Pennsylvania
$1.94M -$135K -1,759 -7%
PAM
525
Paradigm Asset Management
New York
$1.92M -$246K -3,200 -11%
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