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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 %
UB
826
UMB Bank
Missouri
$265K – – –
AT
827
American Trust
Kentucky
$264K -$19.5K -393 -7%
AWM
828
Axxcess Wealth Management
California
$264K +$6.01K +121 +2%
Acadian Asset Management
829
Acadian Asset Management
Massachusetts
$263K +$162K +3,297 +160%
JG
830
Jefferies Group
New York
$263K +$263K +5,296 New
ISWM
831
Independent Solutions Wealth Management
New York
$261K -$12.8K -258 -5%
SDWMA
832
Schneider Downs Wealth Management Advisors
Pennsylvania
$261K -$22.8K -459 -8%
SWA
833
Stratos Wealth Advisors
Ohio
$259K +$1.54K +31 +0.6%
SWA
834
Sutton Wealth Advisors
Florida
$256K +$298 +6 +0.1%
GL
835
Graypoint LLC
New York
$256K -$2.59K -52 -1%
PWLP
836
Prio Wealth Limited Partnership
Massachusetts
$254K -$24.9K -500 -9%
BMC
837
Benin Management Corp
Connecticut
$254K – – –
KA
838
Kovack Advisors
Florida
$254K +$15.1K +304 +6%
LWM
839
Lyell Wealth Management
California
$254K +$254K +5,115 New
NC
840
NinePointTwo Capital
California
$252K – – –
PCG
841
Private Capital Group
Connecticut
$250K -$6.94K -140 -3%
MWM
842
Modera Wealth Management
New Jersey
$249K -$178K -3,575 -42%
AWA
843
Arete Wealth Advisors
Illinois
$249K +$43K +866 +21%
VST
844
Van Strum & Towne
California
$248K – – –
RPC
845
Rossmore Private Capital
Connecticut
$248K – – –
ACM
846
Advisors Capital Management
New Jersey
$248K +$41.1K +827 +20%
VCM
847
Vivaldi Capital Management
Illinois
$247K -$347 -8 -0.1%
CG
848
Colony Group
Massachusetts
$247K +$53.8K +1,085 +28%
EA
849
Ellsworth Advisors
Ohio
$242K +$1.74K +37 +0.7%
IIM
850
Ironwood Investment Management
Massachusetts
$241K – – –
32 33
34
35 36