BK icon

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 %
CA
701
Cullinan Associates
Kentucky
$316K -$640K -16,600 -67%
MGIA
702
Moneta Group Investment Advisors
Missouri
$316K -$320K -8,315 -50%
TI
703
Tidal Investments
Wisconsin
$312K +$7.28K +189 +2%
CAMG
704
CWA Asset Management Group
Florida
$312K +$88.7K +2,303 +40%
HI
705
Hendershot Investments
Virginia
$311K – – –
BF
706
BOK Financial
Oklahoma
$311K +$10.9K +282 +4%
FMLI
707
Fukoku Mutual Life Insurance
Japan
$309K -$19.2K -500 -6%
SF
708
Summit Financial
New Jersey
$308K +$24K +624 +8%
GC
709
Gilbert & Cook
Iowa
$308K +$5.96K +142 +2%
FAIM
710
Financial Advocates Investment Management
Washington
$308K +$308K +3,040 New
KFP
711
KMG Fiduciary Partners
Ohio
$306K -$11.8K -306 -4%
PA
712
Profund Advisors
Maryland
$306K +$154 +4 +0.1%
OWA
713
One Wealth Advisors
California
$304K +$304K +7,887 New
HWA
714
Heritage Wealth Advisors
Virginia
$304K – – –
MCM
715
Marathon Capital Management
Maryland
$303K -$5.58K -145 -2%
KPWS
716
Kestra Private Wealth Services
Texas
$303K +$9.5K +247 +3%
OPS
717
Orion Portfolio Solutions
Nebraska
$303K +$15.3K +397 +5%
JFA
718
JNBA Financial Advisors
Minnesota
$303K +$31.5K +817 +12%
ACM
719
Argent Capital Management
Missouri
$301K – – –
GT
720
Glenview Trust
Kentucky
$300K +$1.35K +35 +0.5%
CBT
721
Central Bank & Trust
Kentucky
$297K +$18.7K +485 +7%
SFI
722
Siemens Fonds Invest
Germany
$296K -$22.3K -581 -7%
IWA
723
IVC Wealth Advisors
Pennsylvania
$296K +$4.24K +110 +1%
FHA
724
First Horizon Advisors
Tennessee
$295K -$14.5K -378 -5%
AC
725
Apella Capital
Connecticut
$294K +$193 +5 +0.1%
27 28
29
30 31