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Bank of New York Mellon
BK

Overview Fund Activity

1,136 hedge funds and large institutions have $33.5B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 402 increasing their positions, 387 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
17.98%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
402
Reduced
387
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$107M
2
AII
AGF Investments Inc
Ontario, Canada
+$101M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$96.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$66.9M
5
SSA
Schonfeld Strategic Advisors
New York
+$60M

Top Sellers

1
Invesco
Invesco
Georgia
-$196M
2
First Trust Advisors
First Trust Advisors
Illinois
-$130M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.9M
4
LP
Longview Partners
Guernsey
-$66.2M
5
State Street
State Street
Massachusetts
-$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
801
Spinnaker Investment Group
California
$290K -$50K -950 -15%
LFA
802
Laraway Financial Advisors
Minnesota
$290K – – –
SB
803
Strategic Blueprint
Georgia
$288K +$7.14K +144 +3%
JF
804
Jump Financial
Illinois
$284K +$34.5K +695 +14%
SCM
805
Salem Capital Management
Massachusetts
$283K – – –
CM
806
Columbus Macro
Pennsylvania
$282K -$6.89K -139 -2%
SMC
807
Smith, Moore & Co
Missouri
$282K +$50 +1 +0%
CBT
808
Central Bank & Trust
Kentucky
$282K +$282K +5,683 New
KWM
809
Kingsview Wealth Management
Oregon
$282K +$65.3K +1,315 +30%
MOS
810
MGO One Seven
Ohio
$281K -$5.9K -119 -2%
BAM
811
Berkshire Asset Management
Pennsylvania
$281K -$2.28K -46 -0.8%
PFSC
812
Peoples Financial Services Corp
Pennsylvania
$280K -$14.9K -300 -5%
GIA
813
Goodwin Investment Advisory
Georgia
$280K +$280K +5,648 New
SFM
814
Soros Fund Management
New York
$279K – – –
BFPW
815
BOK Financial Private Wealth
Colorado
$279K +$78.4K +1,579 +39%
SKK
816
Shepherd Kaplan Krochuk
Massachusetts
$277K – – –
IFWM
817
Institute for Wealth Management
Colorado
$277K +$277K +5,588 New
BFS
818
Bard Financial Services
Connecticut
$275K – – –
CW
819
CreativeOne Wealth
Kansas
$272K -$52.5K -1,059 -16%
CI
820
Conning Inc
Connecticut
$272K -$27.3K -550 -9%
B
821
Bailard
California
$271K +$62K +1,247 +30%
FCM
822
Firestone Capital Management
Florida
$269K – – –
IAA
823
Independent Advisor Alliance
North Carolina
$269K +$56.9K +1,147 +27%
NFC
824
Northeast Financial Consultants
Connecticut
$266K +$266K +5,357 New
BBA
825
BLB&B Advisors
Pennsylvania
$265K -$45.4K -915 -15%
31 32
33
34 35