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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 %
KWM
601
Kolinsky Wealth Management
New Jersey
$506K +$39 +1 +0%
EP
602
Edgestream Partners
New Jersey
$504K -$11.2M -290,021 -96%
JIC
603
Joel Isaacson & Co
New York
$504K – – –
RC
604
RegentAtlantic Capital
New Jersey
$502K +$1.66K +43 +0.3%
CAM
605
Columbia Asset Management
Michigan
$502K +$25.8K +670 +5%
CT
606
Chicago Trust
Illinois
$499K +$15.3K +397 +3%
FWIA
607
Fort Washington Investment Advisors
Ohio
$495K -$54K -1,400 -10%
JCM
608
Jacobi Capital Management
Pennsylvania
$492K +$116 +3 +0%
FIM
609
Fruth Investment Management
Texas
$485K – – –
APA
610
American Portfolios Advisors
New York
$483K -$5.24K -136 -1%
VA
611
Valmark Advisers
Ohio
$478K -$154K -3,990 -24%
FPB
612
First PREMIER Bank
South Dakota
$474K – – –
DA
613
Denali Advisors
California
$474K +$193K +5,000 +68%
HPC
614
HM Payson & Co
Maine
$473K – – –
SPIA
615
Steward Partners Investment Advisory
New York
$473K +$5.13K +133 +1%
TCOV
616
Trust Company of Vermont
Vermont
$468K +$2.42K +63 +0.5%
AT
617
Arden Trust
Delaware
$466K -$12.1K -313 -3%
CC
618
Courier Capital
New York
$466K +$116 +3 +0%
1IA
619
1834 Investment Advisors
Wisconsin
$456K – – –
CA
620
Continuum Advisory
Idaho
$455K +$7.52K +195 +2%
RCM
621
Raleigh Capital Management
North Carolina
$455K +$24.1K +626 +6%
EFS
622
Essex Financial Services
Connecticut
$454K -$6.78K -176 -1%
LWAC
623
Laurel Wealth Advisors (California)
California
$451K -$64.7K -1,676 -13%
FNB
624
Farmers National Bank
Kentucky
$447K -$32.8K -852 -7%
QOP
625
Quinn Opportunity Partners
Virginia
$447K -$1.86M -48,250 -81%
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