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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 %
WBG
851
Wharton Business Group
Pennsylvania
$218K +$218K +4,780 New
LIM
852
Leavell Investment Management
Alabama
$218K +$218K +4,788 New
BS
853
Boenning & Scattergood
Pennsylvania
$217K +$217K +4,366 New
SCM
854
Shelton Capital Management
Colorado
$214K +$214K +4,700 New
FMII
855
Farmers & Merchants Investments Inc
Nebraska
$213K – – –
CI
856
Conning Inc
Connecticut
$213K +$213K +4,670 New
BLC
857
Brown, Lisle/Cummings
Rhode Island
$212K – – –
JWM
858
Jeppson Wealth Management
California
$212K +$212K +4,652 New
MWP
859
MYCIO Wealth Partners
Pennsylvania
$210K +$210K +4,609 New
SVWAG
860
Sound View Wealth Advisors Group
Georgia
$210K +$210K +4,027 New
PRC
861
Pearl River Capital
Michigan
$210K +$210K +4,604 New
EWA
862
Exencial Wealth Advisors
Oklahoma
$209K +$209K +4,585 New
GCA
863
Genesee Capital Advisors
New York
$208K +$208K +4,577 New
HTC
864
Haverford Trust Company
Pennsylvania
$208K +$208K +4,576 New
PWLP
865
Prio Wealth Limited Partnership
Massachusetts
$208K +$208K +4,573 New
CW
866
CreativeOne Wealth
Kansas
$208K +$208K +4,569 New
KTC
867
Kistler-Tiffany Companies
Pennsylvania
$207K – – –
SCM
868
Sebold Capital Management
Illinois
$206K +$206K +4,524 New
CFGS
869
Concourse Financial Group Securities
Alabama
$205K -$4.92K -108 -2%
WSCM
870
Wellington Shields Capital Management
New York
$205K -$137K -3,000 -40%
SC
871
Searle & Co
Connecticut
$205K -$91K -2,000 -31%
RWM
872
RKL Wealth Management
Pennsylvania
$205K +$205K +4,496 New
SWA
873
Sax Wealth Advisors
New Jersey
$204K +$204K +4,481 New
SBIA
874
Sheaff Brock Investment Advisors
Indiana
$203K +$203K +4,460 New
WI
875
WrapManager Inc
California
$203K +$203K +4,462 New
33 34
35
36 37