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Bank of New York Mellon
BK

Overview Fund Activity

1,047 hedge funds and large institutions have $28.1B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 397 increasing their positions, 361 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-89
Holders Change %
-7.83%
% of All Funds
17.7%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
397
Reduced
361
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$309M
2
Goldman Sachs
Goldman Sachs
New York
+$203M
3
Artisan Partners
Artisan Partners
Wisconsin
+$129M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$95.5M
5
American Century Companies
American Century Companies
Missouri
+$84.7M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$136M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
3
State Street
State Street
Massachusetts
-$120M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$59.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
576
Outlook Wealth Advisors
Texas
$571K +$22.7K +543 +4%
MAM
577
MMA Asset Management
Pennsylvania
$569K – – –
SWM
578
SeaCrest Wealth Management
New York
$565K +$83K +1,988 +17%
MGP
579
Metis Global Partners
California
$560K +$52.6K +1,261 +10%
LWAC
580
Laurel Wealth Advisors (California)
California
$558K -$45.3K -1,085 -8%
BRWA
581
B. Riley Wealth Advisors
Florida
$557K +$31.6K +756 +6%
KWM
582
Kolinsky Wealth Management
New Jersey
$548K -$501 -12 -0.1%
JIC
583
Joel Isaacson & Co
New York
$545K – – –
RC
584
RegentAtlantic Capital
New Jersey
$542K -$122K -2,925 -18%
IC
585
Intersect Capital
California
$540K +$540K +12,958 New
JCM
586
Jacobi Capital Management
Pennsylvania
$532K +$8.46K +203 +2%
APA
587
American Portfolios Advisors
New York
$529K +$113K +2,699 +27%
ZCA
588
Zeke Capital Advisors
Pennsylvania
$525K +$12.9K +310 +3%
CT
589
Chicago Trust
Illinois
$524K +$81.4K +1,952 +18%
APC
590
Aspire Private Capital
North Carolina
$523K -$5.13K -123 -1%
FNB
591
Farmers National Bank
Kentucky
$520K -$15.9K -380 -3%
AT
592
Arden Trust
Delaware
$517K -$14.6K -350 -3%
CAM
593
Columbia Asset Management
Michigan
$515K +$515K +12,355 New
HPC
594
HM Payson & Co
Maine
$512K -$12.5K -300 -2%
CLOS
595
Compagnie Lombard Odier SCmA
Switzerland
$512K – – –
FPB
596
First PREMIER Bank
South Dakota
$512K – – –
SPIA
597
Steward Partners Investment Advisory
New York
$506K -$27.3K -654 -5%
TCOV
598
Trust Company of Vermont
Vermont
$505K -$77.3K -1,852 -13%
HNB
599
Huntington National Bank
Ohio
$505K +$22K +528 +5%
CC
600
Courier Capital
New York
$504K +$83 +2 +0%
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