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Bank of New York Mellon
BK

Overview Fund Activity

1,146 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 351 increasing their positions, 396 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
+100
Holders Change %
+9.56%
% of All Funds
17.7%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
170
Increased
351
Reduced
396
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$90.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$56.7M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$46.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$40.1M
5
ZIM
Zacks Investment Management
Illinois
+$36.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$178M
2
Dodge & Cox
Dodge & Cox
California
-$178M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$175M
4
BlackRock
BlackRock
New York
-$166M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
626
Vestcor Inc
New Brunswick, Canada
$588K -$125K -2,158 -18%
FCH
627
Freestone Capital Holdings
Washington
$585K +$65.1K +1,122 +13%
HNB
628
Huntington National Bank
Ohio
$585K +$200K +3,452 +52%
CFMC
629
Curbstone Financial Management Corp
New Hampshire
$584K -$5.81K -100 -1%
CCM
630
Compton Capital Management
Rhode Island
$582K -$37.7K -650 -6%
BCM
631
Brasada Capital Management
Texas
$581K +$87.2K +1,500 +18%
AIP
632
Ameritas Investment Partners
Nebraska
$578K -$42.6K -734 -7%
LGA
633
Lebenthal Global Advisors
New York
$577K +$577K +9,937 New
WWM
634
Western Wealth Management
Colorado
$573K +$573K +9,888 New
AFG
635
Allegheny Financial Group
Pennsylvania
$570K -$9.82K -169 -2%
NG
636
Northstar Group
New York
$569K +$1.51K +26 +0.3%
CT
637
Chicago Trust
Illinois
$569K +$43.4K +748 +8%
KFSC
638
Keystone Financial Services (Colorado)
Colorado
$569K +$569K +9,798 New
CG
639
Cutler Group
California
$567K +$567K +9,770 New
HTC
640
Haverford Trust Company
Pennsylvania
$557K +$302K +5,197 +118%
MCM
641
Manchester Capital Management
Vermont
$553K +$50.1K +862 +10%
Lido Advisors
642
Lido Advisors
California
$552K +$3.77K +65 +0.7%
FT
643
Fiduciary Trust
Massachusetts
$551K +$6.51K +112 +1%
CNC
644
Canandaigua National Corp
New York
$549K – – –
BWP
645
BSW Wealth Partners
Colorado
$547K +$223K +3,846 +69%
JSC
646
Jackson Square Capital
California
$544K +$147K +2,534 +37%
WANY
647
Wealthspire Advisors (New York)
New York
$543K +$37K +637 +7%
GIA
648
Gateway Investment Advisers
Ohio
$541K -$34K -586 -6%
OPS
649
Orion Portfolio Solutions
Nebraska
$537K +$18K +309 +3%
FMLI
650
Fukoku Mutual Life Insurance
Japan
$525K +$19.7K +340 +4%
24 25
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