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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 %
FNBT
751
FineMark National Bank & Trust
Florida
$262K -$6.66K -173 -2%
AUB
752
Atlantic Union Bankshares
Virginia
$261K – – –
KFGK
753
Keystone Financial Group (Kentucky)
Kentucky
$257K -$40.6K -1,055 -14%
TCPWM
754
Traverso Chambers Private Wealth Management
California
$257K +$231 +6 +0.1%
AWA
755
Arete Wealth Advisors
Illinois
$257K +$38.7K +1,005 +18%
EI
756
Ellevest Inc
New York
$257K +$100K +2,600 +64%
RRA
757
Round Rock Advisors
Connecticut
$256K – – –
AWM
758
Axxcess Wealth Management
California
$255K +$52.9K +1,374 +26%
WPW
759
Waldron Private Wealth
Pennsylvania
$251K -$27.1K -703 -10%
SC
760
Searle & Co
Connecticut
$250K – – –
GL
761
Graypoint LLC
New York
$250K +$18.6K +483 +8%
FMTCOCP
762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$249K – – –
HKIM
763
Hayek Kallen Investment Management
Alabama
$248K – – –
KJHP
764
K.J. Harrison & Partners
Ontario, Canada
$247K +$247K +5,400 New
KWM
765
Kingsview Wealth Management
Oregon
$246K +$41.5K +1,077 +20%
AIM
766
Alhambra Investment Management
Florida
$244K – – –
UB
767
UMB Bank
Missouri
$241K +$31.2K +813 +15%
PIM
768
Perpetual Investment Management
Australia
$240K +$3.66K +95 +2%
EIP
769
Epoch Investment Partners
New York
$238K -$7.7K -200 -3%
AG
770
AIA Group
Hong Kong
$235K -$145K -3,752 -38%
DT
771
Diversified Trust
Tennessee
$235K +$235K +6,103 New
WPC
772
Wedmont Private Capital
Pennsylvania
$234K +$42.1K +1,092 +22%
MG
773
Mather Group
Illinois
$233K +$233K +6,050 New
IA
774
IFG Advisors
Missouri
$231K – – –
SF
775
SBK Financial
Virginia
$231K – – –
29 30
31
32 33