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Bank of New York Mellon
BK

Overview Fund Activity

1,023 hedge funds and large institutions have $26B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 354 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
-24
Holders Change %
-2.29%
% of All Funds
17.69%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
389
Reduced
354
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$180M
2
HAM
HoldCo Asset Management
Florida
+$86.2M
3
Amundi
Amundi
France
+$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$45.6M
5
Victory Capital Management
Victory Capital Management
Texas
+$43.4M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$391M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$96.7M
3
NEAM
New England Asset Management
Connecticut
-$64.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$44.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
801
Dorchester Wealth Management
Quebec, Canada
$200K – – –
BC
802
Barrett & Company
Rhode Island
$195K +$195K +4,278 New
GIA
803
GHP Investment Advisors
Colorado
$194K +$4.58K +119 +2%
CLOS
804
Compagnie Lombard Odier SCmA
Switzerland
$193K -$280K -7,258 -59%
CCM
805
Covington Capital Management
California
$193K +$2.46K +64 +1%
DGAM
806
Desjardins Global Asset Management
Quebec, Canada
$185K – – –
GWM
807
Geneos Wealth Management
Colorado
$180K -$93.5K -2,429 -34%
FMII
808
Farmers & Merchants Investments Inc
Nebraska
$180K +$3.66K +95 +2%
BLC
809
Brown, Lisle/Cummings
Rhode Island
$180K – – –
SIM
810
Sentry Investment Management
Wisconsin
$178K -$20.5K -533 -10%
CFGS
811
Concourse Financial Group Securities
Alabama
$178K -$3.43K -89 -2%
CHC
812
City Holding Co
West Virginia
$175K – – –
KTC
813
Kistler-Tiffany Companies
Pennsylvania
$175K – – –
NICM
814
Neo Ivy Capital Management
New York
$172K +$70.6K +1,830 +70%
PP
815
Paloma Partners
Connecticut
$164K -$918K -23,757 -85%
CA
816
Clearstead Advisors
Ohio
$163K +$116K +3,026 +249%
JWA
817
JFS Wealth Advisors
Pennsylvania
$162K +$19.4K +505 +14%
AF
818
Allworth Financial
California
$160K -$29.6K -766 -16%
CTC
819
Central Trust Company
Missouri
$157K -$1.74K -45 -1%
SWA
820
Sutton Wealth Advisors
Florida
$155K -$501 -13 -0.3%
LJHT
821
Laurie J. Hall Trustee
$153K – – –
PI
822
PineBridge Investments
New York
$152K -$10.3K -266 -6%
PCM
823
Penserra Capital Management
California
$149K +$3.84K +100 +3%
WFA
824
Wipfli Financial Advisors
Wisconsin
$149K +$149K +3,881 New
T
825
TOBAM
France
$140K -$138K -3,567 -50%
31 32
33
34 35