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Bank of New York Mellon
BK

Overview Fund Activity

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$302M
2
Millennium Management
Millennium Management
New York
+$152M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$150M
4
Amundi
Amundi
France
+$142M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$140M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.69B
2
American Century Companies
American Century Companies
Missouri
-$58.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
826
Park Avenue Securities
New York
$235K +$235K +5,161 New
CAAS
827
Capital Asset Advisory Services
Michigan
$235K -$39.3K -815 -14%
HI
828
Harbour Investments
Wisconsin
$234K +$84.4K +1,855 +57%
GP
829
Girard Partners
Pennsylvania
$234K +$234K +5,132 New
LWM
830
Lyell Wealth Management
California
$233K +$233K +5,115 New
MWM
831
Meridian Wealth Management
Kentucky
$232K +$232K +5,087 New
GIA
832
GHP Investment Advisors
Colorado
$230K – – –
BMC
833
Benin Management Corp
Connecticut
$228K +$228K +5,019 New
CLOS
834
Compagnie Lombard Odier SCmA
Switzerland
$228K – – –
AT
835
American Trust
Kentucky
$228K +$228K +5,001 New
VST
836
Van Strum & Towne
California
$228K +$228K +5,000 New
RPC
837
Rossmore Private Capital
Connecticut
$228K +$228K +5,000 New
SC
838
Savant Capital
Illinois
$226K -$42.5K -933 -16%
DGAM
839
Desjardins Global Asset Management
Quebec, Canada
$225K +$5.41K +119 +2%
PCA
840
Personal Capital Advisors
California
$224K +$224K +4,917 New
LFA
841
LGT Financial Advisors
Texas
$224K +$224K +4,914 New
SIM
842
Sentry Investment Management
Wisconsin
$223K +$11.9K +262 +6%
HA
843
Hofer & Associates
California
$223K +$223K +4,893 New
PCMC
844
Paragon Capital Management (Colorado)
Colorado
$222K +$222K +4,875 New
BBA
845
BLB&B Advisors
Pennsylvania
$221K +$221K +4,860 New
IIM
846
Ironwood Investment Management
Massachusetts
$221K +$221K +4,847 New
SWM
847
Sculati Wealth Management
Michigan
$220K -$761K -16,720 -78%
AWC
848
Abundance Wealth Counselors
Pennsylvania
$219K +$219K +4,813 New
M
849
Mirova
France
$219K +$219K +4,801 New
VWA
850
V Wealth Advisors
Kansas
$218K +$218K +4,793 New
32 33
34
35 36