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Bank of New York Mellon
BK

Overview Fund Activity

1,136 hedge funds and large institutions have $33.5B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 402 increasing their positions, 387 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
17.98%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
402
Reduced
387
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$107M
2
AII
AGF Investments Inc
Ontario, Canada
+$101M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$96.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$66.9M
5
SSA
Schonfeld Strategic Advisors
New York
+$60M

Top Sellers

1
Invesco
Invesco
Georgia
-$196M
2
First Trust Advisors
First Trust Advisors
Illinois
-$130M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.9M
4
LP
Longview Partners
Guernsey
-$66.2M
5
State Street
State Street
Massachusetts
-$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
576
Oak Thistle LLC
New York
$741K +$741K +14,920 New
BFO
577
Boston Family Office
Massachusetts
$737K – – –
TAM
578
Tocqueville Asset Management
New York
$736K +$1.84K +37 +0.3%
VHAM
579
Van Hulzen Asset Management
California
$735K – – –
NA
580
NewEdge Advisors
Louisiana
$727K -$20.2K -406 -3%
Nomura Holdings
581
Nomura Holdings
Japan
$724K +$22.5K +456 +3%
WOSD
582
WFA of San Diego
California
$723K -$14.5K -292 -2%
LWAC
583
Laurel Wealth Advisors (California)
California
$717K +$12.2K +245 +2%
SEC
584
Seven Eight Capital
New York
$704K +$398K +8,014 +130%
VFA
585
Voya Financial Advisors
Connecticut
$701K +$124K +2,401 +22%
SG Americas Securities
586
SG Americas Securities
New York
$698K -$1.07M -21,638 -61%
UCFA
587
United Capital Financial Advisors
Texas
$695K -$5.31K -107 -0.8%
TCOV
588
Trust Company of Vermont
Vermont
$693K +$74.2K +1,495 +12%
DGAM
589
Desjardins Global Asset Management
Quebec, Canada
$692K -$3.92K -79 -0.6%
CL
590
CPWM LLC
Washington
$691K -$473K -9,527 -41%
RG
591
Rathbones Group
United Kingdom
$687K – – –
ACS
592
Archford Capital Strategies
Illinois
$684K +$149K +3,040 +28%
VAS
593
Vestmark Advisory Solutions
Massachusetts
$657K -$96K -1,934 -13%
CI
594
Cigna Investments
Connecticut
$654K -$207K -4,163 -24%
OWA
595
Outlook Wealth Advisors
Texas
$652K -$3.37K -68 -0.5%
KWM
596
Kolinsky Wealth Management
New Jersey
$652K +$3.28K +66 +0.5%
Walleye Trading
597
Walleye Trading
New York
$650K +$650K +13,089 New
CT
598
Cambridge Trust
Massachusetts
$648K -$3.52K -71 -0.5%
LNC
599
Lincoln National Corp
Pennsylvania
$647K +$50 +1 +0%
SIP
600
Stoneridge Investment Partners
Pennsylvania
$646K +$646K +13,025 New
22 23
24
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