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Bank of New York Mellon
BK

Overview Fund Activity

1,023 hedge funds and large institutions have $26B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 354 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
-24
Holders Change %
-2.29%
% of All Funds
17.69%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
389
Reduced
354
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$180M
2
HAM
HoldCo Asset Management
Florida
+$86.2M
3
Amundi
Amundi
France
+$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$45.6M
5
Victory Capital Management
Victory Capital Management
Texas
+$43.4M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$391M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$96.7M
3
NEAM
New England Asset Management
Connecticut
-$64.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$44.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
526
Wealthfront Advisers
California
$733K -$347K -9,018 -32%
EF
527
Empirical Finance
Pennsylvania
$733K +$113K +2,944 +18%
JWBC
528
John W. Bristol & Co
New York
$728K – – –
GFA
529
Gifford Fong Associates
California
$727K – – –
RIA
530
Realta Investment Advisors
Delaware
$725K +$22.8K +591 +3%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$725K +$181K +4,699 +33%
BAM
532
Belpointe Asset Management
Nevada
$721K -$87.1K -2,261 -11%
EIA
533
Edgemoor Investment Advisors
Maryland
$721K – – –
ZCA
534
Zeke Capital Advisors
Pennsylvania
$711K +$226K +5,853 +46%
SA
535
Sunesis Advisors
Kansas
$710K – – –
BFG
536
Beacon Financial Group
Texas
$707K -$51.8K -1,332 -7%
SPC
537
Sigma Planning Corp
Michigan
$707K -$7.74K -201 -1%
RIM
538
Redpoint Investment Management
Australia
$701K -$103K -2,684 -13%
AG
539
Algert Global
California
$699K – – –
VI
540
Vestcor Inc
New Brunswick, Canada
$696K -$161K -4,181 -19%
CCP
541
Corient Capital Partners
California
$695K – – –
MNBTD
542
Moody National Bank Trust Division
Texas
$694K – – –
LTI
543
Laffer Tengler Investments
Tennessee
$688K +$12.2K +318 +2%
SC
544
Schulhoff & Co
Ohio
$688K +$154 +4 +0%
TAM
545
Tocqueville Asset Management
New York
$688K +$62.9K +1,633 +10%
GIA
546
Guyasuta Investment Advisors
Pennsylvania
$686K – – –
MRCM
547
M&R Capital Management
New Jersey
$684K +$654 +17 +0.1%
ARMC
548
American Research & Management Company
Massachusetts
$679K – – –
SIA
549
Strategic Investment Advisors
Michigan
$676K -$18.2K -473 -3%
FB
550
Fulton Bank
Pennsylvania
$670K +$25.4K +658 +4%
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