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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 %
CM
776
Columbus Macro
Pennsylvania
$338K -$47.8K -825 -12%
AI
777
Accredited Investors
Minnesota
$336K -$52.3K -900 -13%
MOS
778
MGO One Seven
Ohio
$336K +$41K +707 +14%
Fisher Asset Management
779
Fisher Asset Management
Washington
$333K +$81.4K +1,400 +32%
SDWMA
780
Schneider Downs Wealth Management Advisors
Pennsylvania
$332K +$78.2K +1,346 +31%
AG
781
AIA Group
Hong Kong
$332K +$332K +5,711 New
AT
782
American Trust
Kentucky
$332K +$332K +5,716 New
WP
783
WealthShield Partners
North Carolina
$332K +$332K +5,719 New
ESCM
784
Echo Street Capital Management
New York
$331K -$196K -3,375 -37%
BAM
785
Berkshire Asset Management
Pennsylvania
$331K -$116K -1,997 -26%
VCM
786
Vivaldi Capital Management
Illinois
$331K -$1.63K -28 -0.5%
SCM
787
Salem Capital Management
Massachusetts
$331K – – –
FWM
788
Focused Wealth Management
New York
$331K +$36.3K +625 +12%
SB
789
Strategic Blueprint
Georgia
$329K -$134K -2,302 -29%
SMC
790
Smith, Moore & Co
Missouri
$329K -$37.6K -648 -10%
SFM
791
Soros Fund Management
New York
$327K -$2.48M -42,617 -88%
WW
792
Waterfront Wealth
Kansas
$327K -$368K -6,329 -53%
PWLP
793
Prio Wealth Limited Partnership
Massachusetts
$326K – – –
SKK
794
Shepherd Kaplan Krochuk
Massachusetts
$324K – – –
BFS
795
Bard Financial Services
Connecticut
$322K – – –
ISWM
796
Independent Solutions Wealth Management
New York
$321K +$8.65K +149 +3%
CL
797
CSS LLC
Illinois
$319K -$623K -10,741 -66%
RWM
798
Ritholtz Wealth Management
New York
$319K +$3.37K +58 +1%
RP
799
Riverwater Partners
Wisconsin
$319K +$319K +5,501 New
VAM
800
Verity Asset Management
North Carolina
$317K +$18.2K +314 +6%
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