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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 %
HKAM
726
Horizon Kinetics Asset Management
New York
$418K – – –
SIM
727
Studio Investment Management
Illinois
$418K +$80K +1,378 +24%
QPWM
728
Quadrant Private Wealth Management
Pennsylvania
$417K – – –
SDAM
729
Shulman DeMeo Asset Management
New York
$416K +$14.7K +254 +4%
CAAS
730
Capital Asset Advisory Services
Michigan
$416K +$416K +7,166 New
RSWM
731
Robertson Stephens Wealth Management
California
$411K +$411K +7,082 New
PAMP
732
Polar Asset Management Partners
Ontario, Canada
$409K +$409K +7,043 New
FBA
733
Front Barnett Associates
Illinois
$408K – – –
TCOO
734
Trust Company of Oklahoma
Oklahoma
$403K -$14.9K -256 -4%
ODFS
735
O'Donnell Financial Services
California
$402K – – –
LP
736
LMR Partners
United Kingdom
$401K +$401K +6,906 New
B
737
Barings
North Carolina
$400K -$77.6K -1,336 -16%
CPO
738
Cerity Partners OCIO
New York
$397K +$290 +5 +0.1%
PIM
739
Perpetual Investment Management
Australia
$397K +$14.8K +254 +4%
FNBT
740
FineMark National Bank & Trust
Florida
$396K – – –
AUB
741
Atlantic Union Bankshares
Virginia
$394K -$7.33K -126 -2%
MGP
742
Metis Global Partners
California
$388K +$388K +6,675 New
TCPWM
743
Traverso Chambers Private Wealth Management
California
$387K +$174 +3 +0%
RRA
744
Round Rock Advisors
Connecticut
$386K – – –
TU
745
TDAM USA
Ontario, Canada
$386K – – –
BPA
746
Beacon Pointe Advisors
California
$383K -$106K -1,829 -22%
SIG
747
Spinnaker Investment Group
California
$383K +$383K +6,455 New
TL
748
Tradewinds LLC
North Carolina
$380K +$380K +7,308 New
CW
749
CreativeOne Wealth
Kansas
$380K +$38.7K +667 +11%
SC
750
Searle & Co
Connecticut
$378K – – –
28 29
30
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