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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 %
FTDI
576
First Trust Direct Indexing
Massachusetts
$581K -$14.5K -376 -2%
MCM
577
McRae Capital Management
New Jersey
$579K – – –
CA
578
Cornerstone Advisors
North Carolina
$578K – – –
MGP
579
Metis Global Partners
California
$578K +$61.5K +1,597 +12%
RG
580
Rathbones Group
United Kingdom
$575K +$41.2K +1,070 +8%
BFO
581
Boston Family Office
Massachusetts
$572K – – –
CL
582
CPWM LLC
Washington
$571K -$253K -6,569 -31%
VHAM
583
Van Hulzen Asset Management
California
$570K – – –
AI
584
Accredited Investors
Minnesota
$565K +$964 +25 +0.2%
NB
585
NBT Bank
New York
$564K -$12.2K -317 -2%
FFA
586
First Foundation Advisors
California
$559K +$3K +78 +0.5%
FIA
587
Foundations Investment Advisors
Arizona
$554K +$258K +6,684 +87%
SWM
588
SeaCrest Wealth Management
New York
$552K +$30.5K +793 +6%
BCM
589
Brookstone Capital Management
Illinois
$551K -$1.08K -29 -0.2%
CAM
590
Cresset Asset Management
Illinois
$548K +$21K +545 +4%
OTPPB
591
Ontario Teachers' Pension Plan Board
Ontario, Canada
$548K +$209K +5,435 +62%
GCIA
592
Gabelli & Co Investment Advisers
New York
$539K – – –
FNFDCM
593
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$537K -$11.6K -300 -2%
WOSD
594
WFA of San Diego
California
$537K -$4.05K -105 -0.7%
OWA
595
Outlook Wealth Advisors
Texas
$529K +$1.58K +41 +0.3%
TC
596
Trust Company
Kansas
$529K +$226K +5,870 +75%
MAM
597
MMA Asset Management
Pennsylvania
$526K – – –
IC
598
IEQ Capital
California
$523K +$84.4K +2,188 +19%
SFG
599
SevenBridge Financial Group
Pennsylvania
$517K +$517K +13,413 New
APC
600
Aspire Private Capital
North Carolina
$516K +$33.1K +859 +7%
22 23
24
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