BK icon

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 %
FCM
801
Firestone Capital Management
Florida
$314K – – –
BHBT
802
Burke & Herbert Bank & Trust
Virginia
$313K – – –
UB
803
UMB Bank
Missouri
$310K +$310K +5,334 New
NIM
804
Northeast Investment Management
Massachusetts
$305K – – –
EN1L
805
Engine No 1 LLC
California
$302K +$53.9K +928 +22%
SWA
806
Stratos Wealth Advisors
Ohio
$302K +$66.8K +1,149 +28%
AWM
807
Axxcess Wealth Management
California
$302K +$302K +5,197 New
GL
808
Graypoint LLC
New York
$302K +$302K +5,202 New
SCM
809
Shelton Capital Management
Colorado
$301K – – –
PCG
810
Private Capital Group
Connecticut
$301K +$5K +86 +2%
SWA
811
Sutton Wealth Advisors
Florida
$300K – – –
TWA
812
TCI Wealth Advisors
Arizona
$298K – – –
BMC
813
Benin Management Corp
Connecticut
$297K -$87K -1,500 -23%
EA
814
Ellsworth Advisors
Ohio
$297K +$1.16K +20 +0.4%
KFP
815
KB Financial Partners
New Jersey
$296K +$296K +5,101 New
NC
816
NinePointTwo Capital
California
$295K +$295K +5,084 New
JF
817
Jump Financial
Illinois
$291K -$924K -15,937 -76%
VST
818
Van Strum & Towne
California
$290K – – –
RPC
819
Rossmore Private Capital
Connecticut
$290K – – –
WI
820
WrapManager Inc
California
$284K -$101K -1,745 -26%
IP
821
Intellectus Partners
California
$284K – – –
IIM
822
Ironwood Investment Management
Massachusetts
$282K – – –
CFGS
823
Concourse Financial Group Securities
Alabama
$281K +$154K +2,653 +122%
KA
824
Kovack Advisors
Florida
$280K -$5K -86 -2%
AWC
825
Abundance Wealth Counselors
Pennsylvania
$280K +$280K +4,813 New
31 32
33
34 35