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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 %
WCM
626
Whitener Capital Management
North Carolina
$447K +$25K +650 +6%
WW
627
Waterfront Wealth
Kansas
$442K +$23.2K +555 +6%
GIA
628
Goodwin Investment Advisory
Georgia
$437K +$437K +11,344 New
BG
629
Bahl & Gaynor
Ohio
$436K – – –
LIM
630
Longfellow Investment Management
Massachusetts
$435K – – –
BWP
631
BSW Wealth Partners
Colorado
$435K +$52.9K +1,372 +14%
CS
632
Cannell & Spears
New York
$434K – – –
IWM
633
IHT Wealth Management
Illinois
$433K +$119K +3,095 +38%
HNB
634
Huntington National Bank
Ohio
$432K -$35K -908 -7%
ATC
635
Adirondack Trust Company
New York
$430K +$404K +10,480 +1,562%
DADC
636
D.A. Davidson & Co
Montana
$429K +$50.2K +1,305 +13%
TMAM
637
Tokio Marine Asset Management
Japan
$429K +$50.4K +1,309 +13%
PTC
638
Petrus Trust Company
Texas
$429K +$174K +4,523 +68%
CGL
639
Clarius Group LLC
Washington
$427K +$17.4K +452 +4%
AIP
640
Almanack Investment Partners
Pennsylvania
$425K -$18K -468 -4%
C
641
CEDRUS
Colorado
$423K +$2.12K +55 +0.5%
WQ
642
Wealth Quarterback
New Jersey
$422K +$4.51K +117 +1%
CC
643
Cipher Capital
New York
$421K +$421K +10,928 New
Bank Julius Baer & Co
644
Bank Julius Baer & Co
Switzerland
$419K -$7.36K -191 -2%
HAIM
645
Hunter Associates Investment Management
Pennsylvania
$418K – – –
SFA
646
Semmax Financial Advisors
North Carolina
$417K -$35.7K -835 -8%
KPW
647
Kore Private Wealth
New York
$415K +$2.96K +77 +0.7%
MM
648
MQS Management
New York
$415K +$415K +10,761 New
IA
649
IFP Advisors
Florida
$414K +$12.9K +214 +3%
GIA
650
Gateway Investment Advisers
Ohio
$413K -$29.9K -778 -7%
24 25
26
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