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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 %
PTC
551
Private Trust Company
Ohio
$665K +$17.4K +452 +3%
WA
552
WealthTrust Axiom
Pennsylvania
$664K +$77 +2 +0%
LS
553
Livforsakringsbolaget Skandia
Sweden
$662K -$227K -5,900 -26%
AWM
554
Apollon Wealth Management
South Carolina
$657K -$43K -1,115 -6%
BAMF
555
BI Asset Management Fondsmaeglerselskab
Denmark
$654K -$111K -2,881 -15%
Vontobel Holding
556
Vontobel Holding
Switzerland
$652K -$542K -13,944 -45%
BAM
557
Blueshift Asset Management
New Jersey
$648K -$503K -13,049 -44%
MCM
558
MAI Capital Management
Ohio
$643K +$403K +10,472 +168%
VFA
559
Valeo Financial Advisors
Indiana
$640K +$43.1K +1,120 +7%
MHS
560
M Holdings Securities
Oregon
$637K +$18.6K +483 +3%
OAM
561
Oppenheimer Asset Management
New York
$631K +$11.5K +298 +2%
WT
562
Whittier Trust
California
$627K +$288K +7,461 +85%
AAM
563
Advisors Asset Management
Colorado
$621K +$92.3K +2,396 +17%
TC
564
Telemus Capital
Michigan
$618K -$26.5K -687 -4%
BMO
565
Beck Mack & Oliver
New York
$617K – – –
VFA
566
Voya Financial Advisors
Connecticut
$614K +$22.9K +588 +4%
NA
567
NewEdge Advisors
Louisiana
$598K +$16K +415 +3%
LNC
568
Lincoln National Corp
Pennsylvania
$595K +$232K +6,008 +64%
BRWA
569
B. Riley Wealth Advisors
Florida
$592K +$78.1K +2,023 +15%
CFB
570
Cullen/Frost Bankers
Texas
$591K -$5.58K -145 -0.9%
DLHL
571
Donald L. Hagan LLC
Florida
$590K +$590K +15,327 New
B
572
Bailard
California
$589K +$2.08K +54 +0.4%
UCFA
573
United Capital Financial Advisors
Texas
$586K -$61.8K -1,603 -10%
BCM
574
Bayesian Capital Management
New York
$586K +$586K +15,200 New
GT
575
Greenleaf Trust
Michigan
$582K -$110K -2,852 -16%
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