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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 %
EFS
601
Essex Financial Services
Connecticut
$499K -$34.5K -826 -6%
OIA
602
OneDigital Investment Advisors
Kansas
$494K -$35.5K -851 -7%
1IA
603
1834 Investment Advisors
Wisconsin
$494K – – –
AWM
604
Altium Wealth Management
New York
$488K -$27.2K -652 -5%
CA
605
Continuum Advisory
Idaho
$484K +$484K +11,609 New
AIP
606
Almanack Investment Partners
Pennsylvania
$480K -$5.8K -139 -1%
GIA
607
Gateway Investment Advisers
Ohio
$480K – – –
Acadian Asset Management
608
Acadian Asset Management
Massachusetts
$479K +$256K +6,137 +115%
IC
609
IEQ Capital
California
$475K -$184K -4,411 -28%
CT
610
Cambridge Trust
Massachusetts
$472K -$72.4K -1,738 -13%
BG
611
Bahl & Gaynor
Ohio
$472K – – –
LIM
612
Longfellow Investment Management
Massachusetts
$472K +$131K +3,145 +39%
CS
613
Cannell & Spears
New York
$470K – – –
RCM
614
Raleigh Capital Management
North Carolina
$467K +$49.3K +1,180 +12%
SFA
615
Semmax Financial Advisors
North Carolina
$466K -$16.9K -384 -3%
Bank Julius Baer & Co
616
Bank Julius Baer & Co
Switzerland
$462K +$1.92K +46 +0.4%
WCM
617
Whitener Capital Management
North Carolina
$457K +$136K +3,275 +43%
HAIM
618
Hunter Associates Investment Management
Pennsylvania
$457K +$457K +10,900 New
C
619
CEDRUS
Colorado
$456K +$125 +3 +0%
WQ
620
Wealth Quarterback
New Jersey
$452K +$452K +10,843 New
KPW
621
Kore Private Wealth
New York
$447K -$19K -456 -4%
CGL
622
Clarius Group LLC
Washington
$444K +$334 +8 +0.1%
WJWM
623
Williams Jones Wealth Management
New York
$444K +$266K +6,373 +149%
PI
624
Pettee Investors
Connecticut
$440K – – –
CT
625
Coastline Trust
Rhode Island
$439K -$3.42K -82 -0.8%
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25
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