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Bank of New York Mellon
BK

Overview Fund Activity

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$302M
2
Millennium Management
Millennium Management
New York
+$152M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$150M
4
Amundi
Amundi
France
+$142M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$140M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.69B
2
American Century Companies
American Century Companies
Missouri
-$58.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
651
Bahl & Gaynor
Ohio
$515K – – –
KFA
652
Krane Funds Advisors
New York
$514K +$54.3K +1,192 +12%
CS
653
Cannell & Spears
New York
$513K – – –
AT
654
Arden Trust
Delaware
$512K -$38K -835 -7%
AIP
655
Almanack Investment Partners
Pennsylvania
$507K +$3.87K +85 +0.8%
KFSC
656
Keystone Financial Services (Colorado)
Colorado
$505K +$7.64K +151 +2%
WQ
657
Wealth Quarterback
New Jersey
$504K +$5.24K +115 +1%
CGL
658
Clarius Group LLC
Washington
$503K -$1.41K -31 -0.3%
HKAM
659
Horizon Kinetics Asset Management
New York
$501K +$174K +3,820 +53%
Bank Julius Baer & Co
660
Bank Julius Baer & Co
Switzerland
$501K +$5.78K +127 +1%
C
661
CEDRUS
Colorado
$500K – – –
FFA
662
First Foundation Advisors
California
$499K -$162K -3,560 -25%
HAIM
663
Hunter Associates Investment Management
Pennsylvania
$496K – – –
GFS
664
GYL Financial Synergies
Connecticut
$493K +$18.5K +407 +4%
IWM
665
IHT Wealth Management
Illinois
$491K -$20.2K -443 -4%
CAM
666
Cresset Asset Management
Illinois
$491K -$41.8K -1,118 -8%
OIA
667
OneDigital Investment Advisors
Kansas
$488K -$397K -8,711 -45%
CA
668
Cetera Advisors
Colorado
$486K -$103K -2,261 -17%
CFMC
669
Curbstone Financial Management Corp
New Hampshire
$483K +$483K +10,600 New
WANY
670
Wealthspire Advisors (New York)
New York
$482K +$53.8K +1,182 +13%
PI
671
Pettee Investors
Connecticut
$481K – – –
WJWM
672
Williams Jones Wealth Management
New York
$473K -$501 -11 -0.1%
DEA
673
DoubleLine ETF Adviser
Florida
$472K +$472K +10,379 New
S
674
SignatureFD
Georgia
$470K +$19.8K +435 +4%
SCA
675
Snowden Capital Advisors
New York
$468K +$468K +10,292 New
25 26
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