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Bank of New York Mellon
BK

Overview Fund Activity

1,046 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 356 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
18.37%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
356
Reduced
398
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$463M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$94.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$413M
4
BlackRock
BlackRock
New York
$3.02B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B

Top Sellers

1
LP
Longview Partners
Guernsey
$801M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Artisan Partners
Artisan Partners
Wisconsin
$984M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
776
Leavell Investment Management
Alabama
$267K +$47.7K +921 +22%
TWA
777
TCI Wealth Advisors
Arizona
$266K +$147K +2,843 +124%
EA
778
Ellsworth Advisors
Ohio
$264K +$2.85K +55 +1%
PCG
779
Private Capital Group
Connecticut
$264K +$18K +348 +7%
FWM
780
Focused Wealth Management
New York
$263K -$10.3K -199 -4%
VST
781
Van Strum & Towne
California
$259K – – –
RPC
782
Rossmore Private Capital
Connecticut
$259K – – –
SB
783
Sunflower Bank
Texas
$259K +$39.1K +755 +18%
SM
784
SG3 Management
Puerto Rico
$259K +$77.7K +1,500 +43%
WFI
785
West Family Investments
California
$258K +$17.2K +332 +7%
HI
786
Harbour Investments
Wisconsin
$257K -$4.1K -79 -2%
KA
787
Kovack Advisors
Florida
$254K -$10.9K -210 -4%
IP
788
Intellectus Partners
California
$253K – – –
HSA
789
HBK Sorce Advisory
Pennsylvania
$253K +$3.58K +69 +1%
MA
790
Mezzasalma Advisors
New Jersey
$251K – – –
IIM
791
Ironwood Investment Management
Massachusetts
$251K – – –
ME
792
McIlrath & Eck
Washington
$250K +$2.44K +47 +1%
BCA
793
Berman Capital Advisors
Georgia
$250K +$87.9K +1,697 +54%
PCA
794
Personal Capital Advisors
California
$247K +$2.13K +41 +0.9%
FG
795
Fiduciary Group
Georgia
$246K – – –
GIA
796
GHP Investment Advisors
Colorado
$245K – – –
RWM
797
RKL Wealth Management
Pennsylvania
$245K – – –
ECM
798
ExodusPoint Capital Management
New York
$243K -$3.78M -72,864 -94%
GCA
799
Genesee Capital Advisors
New York
$242K +$242K +4,666 New
WDL
800
Well Done LLC
Michigan
$241K +$16.7K +323 +7%
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