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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 %
SF
701
Summit Financial
New Jersey
$451K +$10.3K +177 +2%
Credit Agricole
702
Credit Agricole
France
$450K -$9.58K -165 -2%
WCM
703
Whitener Capital Management
North Carolina
$450K +$53.4K +920 +13%
KFGK
704
Keystone Financial Group (Kentucky)
Kentucky
$449K – – –
JFA
705
JNBA Financial Advisors
Minnesota
$448K +$58 +1 +0%
TMAM
706
Tokio Marine Asset Management
Japan
$448K +$43.5K +749 +11%
AAM
707
Advisors Asset Management
Colorado
$448K +$123K +2,115 +38%
Bessemer Group
708
Bessemer Group
New Jersey
$446K +$4.53K +78 +1%
CA
709
CGN Advisors
Kansas
$445K -$3.08K -53 -0.7%
DMBA
710
Deseret Mutual Benefit Administrators
Utah
$443K -$17.6K -304 -4%
BIP
711
Blueprint Investment Partners
North Carolina
$443K +$110K +1,902 +33%
KPWS
712
Kestra Private Wealth Services
Texas
$442K +$1.4K +24 +0.3%
FNBTCON
713
First National Bank & Trust Co of Newtown
Pennsylvania
$440K – – –
BDF
714
Balasa Dinverno & Foltz
$438K -$5.23K -90 -1%
WSCM
715
Wellington Shields Capital Management
New York
$436K – – –
FCBT
716
First Citizens Bank & Trust
North Carolina
$436K – – –
DADC
717
D.A. Davidson & Co
Montana
$435K -$9.71K -167 -2%
CPA
718
Clear Perspective Advisors
Illinois
$435K – – –
TSW
719
Thompson Siegel & Walmsley
Virginia
$435K +$10.3K +178 +2%
PA
720
Parallel Advisors
California
$428K +$29.8K +514 +7%
SAM
721
Sompo Asset Management
Japan
$426K -$241K -4,160 -36%
CCA
722
Checchi Capital Advisers
California
$426K +$23.5K +405 +6%
IWA
723
IVC Wealth Advisors
Pennsylvania
$424K -$34.9K -600 -8%
CFA
724
Carroll Financial Associates
North Carolina
$423K +$6.43K +110 +2%
LA
725
Latitude Advisors
Florida
$418K -$116 -2 -0%
27 28
29
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