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Bank of New York Mellon
BK

Overview Fund Activity

1,047 hedge funds and large institutions have $28.1B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 397 increasing their positions, 361 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-89
Holders Change %
-7.83%
% of All Funds
17.7%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
397
Reduced
361
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$309M
2
Goldman Sachs
Goldman Sachs
New York
+$203M
3
Artisan Partners
Artisan Partners
Wisconsin
+$129M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$95.5M
5
American Century Companies
American Century Companies
Missouri
+$84.7M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$136M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
3
State Street
State Street
Massachusetts
-$120M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$59.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
776
Vivaldi Capital Management
Illinois
$237K – – –
SMC
777
Smith, Moore & Co
Missouri
$237K +$84 +2 +0%
AWA
778
Arete Wealth Advisors
Illinois
$237K +$27.2K +651 +13%
SFM
779
Soros Fund Management
New York
$235K – – –
VCM
780
Virtue Capital Management
Tennessee
$233K -$310K -7,425 -57%
SKK
781
Shepherd Kaplan Krochuk
Massachusetts
$233K – – –
EA
782
Ellsworth Advisors
Ohio
$233K +$18.7K +450 +9%
HWM
783
HB Wealth Management
Georgia
$232K +$232K +5,569 New
BFS
784
Bard Financial Services
Connecticut
$231K – – –
TSW
785
Thompson Siegel & Walmsley
Virginia
$230K -$77.3K -1,850 -25%
CI
786
Conning Inc
Connecticut
$228K -$584 -14 -0.3%
UB
787
UMB Bank
Missouri
$227K +$5.24K +126 +2%
FCM
788
Firestone Capital Management
Florida
$226K – – –
AT
789
American Trust
Kentucky
$225K +$3.17K +76 +1%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +5,315 New
RP
791
Riverwater Partners
Wisconsin
$222K +$222K +5,321 New
MOS
792
MGO One Seven
Ohio
$221K -$16K -383 -7%
KWM
793
Kingsview Wealth Management
Oregon
$221K -$15.9K -381 -7%
AWM
794
Axxcess Wealth Management
California
$219K -$2.96K -71 -1%
SDWMA
795
Schneider Downs Wealth Management Advisors
Pennsylvania
$219K – – –
DWM
796
Dorchester Wealth Management
Quebec, Canada
$217K -$4.17K -100 -2%
GW
797
GW & Wade
Massachusetts
$217K +$23.6K +566 +12%
ME
798
McIlrath & Eck
Washington
$216K +$13.3K +318 +7%
SIM
799
Sentry Investment Management
Wisconsin
$215K -$41.9K -1,006 -16%
PA
800
Parallel Advisors
California
$214K -$69.9K -1,674 -25%
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