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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 %
Tudor Investment Corp
826
Tudor Investment Corp
Connecticut
$280K +$280K +4,829 New
MA
827
Mezzasalma Advisors
New Jersey
$278K -$4.07K -70 -1%
WBG
828
Wharton Business Group
Pennsylvania
$278K +$278K +4,780 New
HSA
829
HBK Sorce Advisory
Pennsylvania
$277K -$6.21K -107 -2%
GIA
830
GHP Investment Advisors
Colorado
$274K – – –
ME
831
McIlrath & Eck
Washington
$273K -$6.97K -120 -2%
BJL
832
Brighton Jones LLC
Washington
$272K +$9.39K +162 +4%
BLC
833
Brown, Lisle/Cummings
Rhode Island
$271K +$271K +4,666 New
GCA
834
Genesee Capital Advisors
New York
$271K +$58 +1 +0%
WWM
835
Windsor Wealth Management
Indiana
$271K +$1.39K +23 +0.5%
WDL
836
Well Done LLC
Michigan
$270K – – –
GW
837
GW & Wade
Massachusetts
$270K +$756 +13 +0.3%
NERM
838
New England Research & Management
Illinois
$268K – – –
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$266K – – –
MIC
840
Meridian Investment Counsel
California
$265K +$265K +4,567 New
GP
841
Girard Partners
Pennsylvania
$264K – – –
KTC
842
Kistler-Tiffany Companies
Pennsylvania
$264K – – –
AF
843
Allworth Financial
California
$263K +$18.6K +320 +8%
WFI
844
West Family Investments
California
$262K -$27.2K -468 -9%
CTC
845
Central Trust Company
Missouri
$262K -$1.05K -18 -0.4%
SWA
846
Sax Wealth Advisors
New Jersey
$260K -$87K -1,500 -25%
RWM
847
RKL Wealth Management
Pennsylvania
$260K -$14.5K -250 -5%
APP
848
Alpha Paradigm Partners
Illinois
$260K – – –
IA
849
IFP Advisors
Florida
$260K +$56K +965 +27%
SBIA
850
Sheaff Brock Investment Advisors
Indiana
$259K – – –
32 33
34
35 36