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Bank of New York Mellon
BK

Overview Fund Activity

1,046 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 356 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
18.37%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
356
Reduced
398
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$463M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$94.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$413M
4
BlackRock
BlackRock
New York
$3.02B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B

Top Sellers

1
LP
Longview Partners
Guernsey
$801M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Artisan Partners
Artisan Partners
Wisconsin
$984M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WG
826
Welch Group
Alabama
$225K – – –
FCFC
827
First Commonwealth Financial Corp
Pennsylvania
$224K – – –
IAA
828
Independent Advisor Alliance
North Carolina
$224K +$224K +4,314 New
Fisher Asset Management
829
Fisher Asset Management
Washington
$224K +$224K +4,326 New
WJWM
830
Williams Jones Wealth Management
New York
$222K -$1.2K -23 -0.5%
EN1L
831
Engine No 1 LLC
California
$222K +$222K +4,273 New
ESB
832
Essex Savings Bank
Connecticut
$220K -$606 -11 -0.3%
FHC
833
First Heartland Consultants
Missouri
$220K +$220K +4,244 New
AF
834
Allworth Financial
California
$219K +$129K +2,480 +143%
MI
835
Markston International
New York
$218K -$45.4K -875 -17%
PCA
836
Peddock Capital Advisors
Massachusetts
$217K – – –
BEAM
837
Baker Ellis Asset Management
Washington
$216K -$111K -2,000 -34%
MWP
838
MYCIO Wealth Partners
Pennsylvania
$215K +$215K +4,156 New
JWCA
839
J.W. Cole Advisors
Florida
$214K +$214K +4,120 New
PCMC
840
Paragon Capital Management (Colorado)
Colorado
$214K +$214K +4,128 New
BOH
841
Bank of Hawaii
Hawaii
$213K – – –
SWA
842
Stratos Wealth Advisors
Ohio
$210K +$210K +4,048 New
VWA
843
V Wealth Advisors
Kansas
$209K -$9.08K -175 -4%
MFGM
844
Marshall Financial Group (Maryland)
Maryland
$209K -$2.08K -40 -1%
SAS
845
Sanford Advisory Services
Michigan
$209K – – –
BIA
846
Biondo Investment Advisors
Pennsylvania
$207K – – –
AL
847
Arnhold LLC
New York
$207K – – –
1WM
848
1900 Wealth Management
Texas
$207K – – –
RC
849
RBO & Co
California
$207K – – –
LJHT
850
Laurie J. Hall Trustee
$205K – – –
32 33
34
35 36