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Bank of New York Mellon
BK

Overview Fund Activity

1,146 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 351 increasing their positions, 396 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
+100
Holders Change %
+9.56%
% of All Funds
17.7%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
170
Increased
351
Reduced
396
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$90.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$56.7M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$46.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$40.1M
5
ZIM
Zacks Investment Management
Illinois
+$36.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$178M
2
Dodge & Cox
Dodge & Cox
California
-$178M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$175M
4
BlackRock
BlackRock
New York
-$166M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
526
Caprock Group
Idaho
$969K -$2.56K -44 -0.3%
RC
527
RegentAtlantic Capital
New Jersey
$966K -$22.4K -386 -2%
RIA
528
Realta Investment Advisors
Delaware
$964K +$2.15K +37 +0.2%
FB
529
Fulton Bank
Pennsylvania
$963K – – –
GT
530
Greenleaf Trust
Michigan
$957K +$24.9K +428 +3%
VA
531
Valmark Advisers
Ohio
$955K -$5.57K -96 -0.6%
MCS
532
Metatron Capital SICAV
Malta
$953K +$953K +16,400 New
BMO
533
Beck Mack & Oliver
New York
$930K – – –
S
534
Seeyond
France
$921K – – –
MRCM
535
M&R Capital Management
New Jersey
$911K – – –
CFB
536
Cullen/Frost Bankers
Texas
$906K -$41.4K -712 -4%
VFA
537
Valeo Financial Advisors
Indiana
$896K +$11.5K +198 +1%
OAM
538
Oppenheimer Asset Management
New York
$890K +$2.9K +50 +0.3%
BAMF
539
BI Asset Management Fondsmaeglerselskab
Denmark
$881K – – –
MCM
540
McRae Capital Management
New Jersey
$881K +$2.03K +35 +0.2%
VAS
541
Vestmark Advisory Solutions
Massachusetts
$881K +$20.5K +353 +2%
NA
542
NewEdge Advisors
Louisiana
$874K +$22.6K +389 +3%
AAS
543
Avantax Advisory Services
Texas
$872K +$130K +2,243 +18%
OTPPB
544
Ontario Teachers' Pension Plan Board
Ontario, Canada
$872K +$246K +4,239 +39%
CA
545
Cornerstone Advisors
North Carolina
$871K – – –
WOSD
546
WFA of San Diego
California
$863K -$11.6K -200 -1%
BFO
547
Boston Family Office
Massachusetts
$862K – – –
VHAM
548
Van Hulzen Asset Management
California
$860K – – –
AWP
549
Ascent Wealth Partners
New York
$860K +$81.3K +1,399 +10%
TAM
550
Tocqueville Asset Management
New York
$859K +$1.98K +34 +0.2%
20 21
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