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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 %
PTC
576
Private Trust Company
Ohio
$759K +$14.7K +253 +2%
KWM
577
Kolinsky Wealth Management
New Jersey
$759K +$759K +13,074 New
LNC
578
Lincoln National Corp
Pennsylvania
$757K +$406 +7 +0.1%
PDN
579
Pensionfund DSM Netherlands
Netherlands
$755K – – –
CFA
580
Camarda Financial Advisors
Florida
$752K +$752K +12,956 New
BL
581
Balentine LLC
Georgia
$745K +$234K +4,025 +46%
FIM
582
Fruth Investment Management
Texas
$737K -$11.6K -200 -2%
EFS
583
Essex Financial Services
Connecticut
$732K -$7.72K -133 -1%
SIA
584
SkyView Investment Advisors
New Jersey
$731K +$240K +3,760 +49%
SWM
585
Sculati Wealth Management
Michigan
$730K +$288K +4,955 +65%
JCM
586
Jacobi Capital Management
Pennsylvania
$729K -$60.6K -1,043 -8%
HIIFS
587
Harel Insurance Investments & Financial Services
Israel
$728K – – –
GCIA
588
Gabelli & Co Investment Advisers
New York
$726K -$87.1K -1,500 -11%
TCOV
589
Trust Company of Vermont
Vermont
$724K +$8.72K +150 +1%
FHA
590
First Horizon Advisors
Tennessee
$722K -$32.8K -565 -4%
AWM
591
Altium Wealth Management
New York
$722K +$22.8K +392 +3%
SF
592
Synovus Financial
Georgia
$718K -$1.86K -32 -0.3%
FPB
593
First PREMIER Bank
South Dakota
$713K – – –
SPIA
594
Steward Partners Investment Advisory
New York
$711K +$10.5K +181 +2%
RIL
595
Rothschild Investment LLC
Illinois
$708K +$408K +7,030 +136%
SFA
596
Semmax Financial Advisors
North Carolina
$704K -$203K -3,490 -22%
PWP
597
Principle Wealth Partners
Connecticut
$703K – – –
CC
598
Courier Capital
New York
$701K -$121K -2,078 -15%
1IA
599
1834 Investment Advisors
Wisconsin
$688K -$183K -3,156 -21%
AIP
600
Almanack Investment Partners
Pennsylvania
$687K +$10.2K +176 +2%
22 23
24
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