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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 %
MCM
676
Marathon Capital Management
Maryland
$487K -$186K -3,202 -28%
MIM
677
Meridiem Investment Management
United Kingdom
$487K – – –
TTWM
678
TCV Trust & Wealth Management
Virginia
$484K -$20.5K -353 -4%
SP
679
Symmetry Partners
Connecticut
$480K -$235K -4,045 -33%
SS
680
Simplicity Solutions
Minnesota
$480K +$480K +8,248 New
GT
681
Glenview Trust
Kentucky
$474K -$8.14K -140 -2%
LIM
682
Longfellow Investment Management
Massachusetts
$474K – – –
IWM
683
IHT Wealth Management
Illinois
$474K +$16.4K +282 +4%
MGIA
684
Moneta Group Investment Advisors
Missouri
$474K +$38.2K +657 +9%
RB
685
Rodgers Brothers
Pennsylvania
$473K – – –
DC
686
Davenport & Co
Virginia
$473K +$581 +10 +0.1%
BFEC
687
Benjamin F. Edwards & Company
Missouri
$473K +$11.3K +195 +2%
STB
688
S&T Bank
Pennsylvania
$472K – – –
HI
689
Hendershot Investments
Virginia
$469K – – –
MCA
690
Martin Capital Advisors
Texas
$469K +$469K +8,080 New
C
691
Certuity
Florida
$467K – – –
QCG
692
Quadrant Capital Group
Ohio
$467K +$8.19K +141 +2%
ACM
693
Argent Capital Management
Missouri
$466K +$466K +8,031 New
FIA
694
Foundations Investment Advisors
Arizona
$465K +$12.6K +198 +3%
ER
695
Enlightenment Research
Florida
$463K +$463K +10,400 New
HWA
696
Heritage Wealth Advisors
Virginia
$458K – – –
TAM
697
Trust Asset Management
Texas
$458K – – –
ASN
698
Advisory Services Network
Georgia
$456K -$478K -8,229 -51%
AC
699
Apella Capital
Connecticut
$455K -$2.38K -41 -0.5%
CA
700
Cetera Advisors
Colorado
$454K +$60.5K +1,042 +15%
26 27
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