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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 %
GC
751
Gilbert & Cook
Iowa
$376K +$376K +6,481 New
FMTCOCP
752
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$375K – – –
HKIM
753
Hayek Kallen Investment Management
Alabama
$373K +$373K +6,429 New
MCM
754
MAI Capital Management
Ohio
$368K +$33.2K +572 +10%
LJAC
755
L.J. Altfest & Co
New York
$366K +$464 +8 +0.1%
TFA
756
Tranquilli Financial Advisor
New Jersey
$364K – – –
PCA
757
Personal Capital Advisors
California
$364K +$87.5K +1,506 +32%
BBA
758
BLB&B Advisors
Pennsylvania
$363K -$254K -4,372 -41%
CCM
759
Covington Capital Management
California
$363K -$58.1K -1,000 -14%
LA
760
LVW Advisors
New York
$362K +$44.8K +771 +14%
MWM
761
Meridian Wealth Management
Kentucky
$360K +$465 +8 +0.1%
SEC
762
Seven Eight Capital
New York
$359K +$359K +6,178 New
WDC
763
Woodward Diversified Capital
California
$358K +$358K +6,161 New
FBC
764
Fairfield, Bush & Co
Connecticut
$357K -$636K -10,949 -64%
FFN
765
Focus Financial Network
Minnesota
$356K +$356K +6,137 New
CI
766
Conning Inc
Connecticut
$350K -$22.8K -392 -6%
IA
767
IFG Advisors
Missouri
$348K -$21.2K -366 -6%
WPW
768
Waldron Private Wealth
Pennsylvania
$348K -$985 -17 -0.3%
SF
769
SBK Financial
Virginia
$348K +$348K +6,000 New
AIM
770
Alhambra Investment Management
Florida
$347K – – –
PFSC
771
Peoples Financial Services Corp
Pennsylvania
$346K -$46.5K -800 -12%
DWM
772
Dorchester Wealth Management
Quebec, Canada
$346K -$13.1K -225 -4%
AO
773
Advisor OS
Illinois
$341K -$5.98K -103 -2%
PWPS
774
Pinnacle Wealth Planning Services
Ohio
$341K +$341K +5,874 New
LFA
775
Laraway Financial Advisors
Minnesota
$340K +$340K +5,850 New
29 30
31
32 33