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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 %
FTDI
551
First Trust Direct Indexing
Massachusetts
$858K -$5.58K -96 -0.6%
FWIA
552
Fort Washington Investment Advisors
Ohio
$845K -$17.4K -300 -2%
FFA
553
First Foundation Advisors
California
$844K +$28.8K +497 +4%
HH
554
Hilltop Holdings
Texas
$837K +$63.3K +1,091 +8%
MWM
555
Mission Wealth Management
California
$833K +$11.6K +200 +1%
LWAC
556
Laurel Wealth Advisors (California)
California
$825K +$825K +14,206 New
Nomura Holdings
557
Nomura Holdings
Japan
$824K -$740K -12,736 -47%
UCFA
558
United Capital Financial Advisors
Texas
$820K -$30.3K -521 -4%
DGAM
559
Desjardins Global Asset Management
Quebec, Canada
$814K +$814K +14,030 New
AT
560
Arden Trust
Delaware
$809K -$71.1K -1,223 -8%
EF
561
Empirical Finance
Pennsylvania
$809K +$203K +3,493 +33%
JIC
562
Joel Isaacson & Co
New York
$807K – – –
RG
563
Rathbones Group
United Kingdom
$804K +$158K +2,716 +24%
SA
564
Sicart Associates
New York
$799K – – –
MAM
565
MMA Asset Management
Pennsylvania
$793K +$793K +13,649 New
AWM
566
Apollon Wealth Management
South Carolina
$788K +$391K +6,726 +98%
BCM
567
Brookstone Capital Management
Illinois
$770K -$208K -3,338 -21%
OWA
568
Outlook Wealth Advisors
Texas
$767K +$21.2K +365 +3%
HPC
569
HM Payson & Co
Maine
$767K +$176K +3,035 +30%
FNB
570
Farmers National Bank
Kentucky
$766K -$257K -4,419 -25%
IRF
571
IBM Retirement Fund
New York
$766K -$557K -9,596 -42%
CIC
572
Cornercap Investment Counsel
Georgia
$763K -$2.93M -50,421 -79%
CT
573
Cambridge Trust
Massachusetts
$763K +$335K +5,770 +78%
BRWA
574
B. Riley Wealth Advisors
Florida
$762K +$177K +3,047 +30%
SWM
575
Spire Wealth Management
Virginia
$761K +$238K +4,107 +46%
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