BK icon

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 %
CFA
851
Capstone Financial Advisors
Illinois
$258K – – –
SB
852
Sunflower Bank
Texas
$257K -$33.5K -576 -12%
PAS
853
Park Avenue Securities
New York
$257K +$257K +4,427 New
BWCS
854
Beirne Wealth Consulting Services
Connecticut
$256K – – –
OBGC
855
O'Brien Greene & Co
Pennsylvania
$256K – – –
KFS
856
Kaizen Financial Strategies
California
$256K +$256K +4,400 New
NL
857
NWAM LLC
Washington
$255K +$697 +12 +0.3%
CHC
858
City Holding Co
West Virginia
$254K -$61.2K -1,150 -19%
KWM
859
Kingsview Wealth Management
Oregon
$254K -$1.92K -33 -0.8%
BS
860
Boenning & Scattergood
Pennsylvania
$254K – – –
AFS
861
Axiom Financial Strategies
Indiana
$254K – – –
SB
862
Simmons Bank
Arkansas
$253K +$253K +4,354 New
WG
863
Welch Group
Alabama
$252K – – –
FCFC
864
First Commonwealth Financial Corp
Pennsylvania
$251K – – –
IAA
865
Independent Advisor Alliance
North Carolina
$248K -$2.15K -37 -0.9%
WJWM
866
Williams Jones Wealth Management
New York
$248K – – –
CWS
867
Confluence Wealth Services
Pennsylvania
$248K +$248K +4,277 New
BTW
868
Boston Trust Walden
Massachusetts
$247K -$5.81K -100 -2%
DT
869
Diversified Trust
Tennessee
$246K -$314K -5,393 -56%
OIA
870
OneDigital Investment Advisors
Kansas
$245K -$76.1K -1,311 -24%
AP
871
Appleton Partners
Massachusetts
$245K +$245K +4,225 New
B
872
Bailard
California
$244K -$20.1K -347 -8%
JWCA
873
J.W. Cole Advisors
Florida
$244K +$5.16K +89 +2%
NP
874
NorthRock Partners
Minnesota
$244K +$244K +4,198 New
PCA
875
Peddock Capital Advisors
Massachusetts
$243K – – –
33 34
35
36 37