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Bank of New York Mellon
BK

Overview Fund Activity

1,157 hedge funds and large institutions have $33.8B invested in Bank of New York Mellon in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 361 increasing their positions, 428 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,157
Holders Change
+82
Holders Change %
+7.63%
% of All Funds
16.96%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
177
Increased
361
Reduced
428
Closed
78
Calls
$234M
Puts
$164M
Net Calls
+$70M
Net Calls Change
+$40.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$395M
2
Ameriprise
Ameriprise
Minnesota
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$223M
4
State Street
State Street
Massachusetts
+$64.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$63.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
LP
Longview Partners
Guernsey
-$77.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$55.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$54.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
851
GAMMA Investing
California
$242K +$242K +4,370 New
SMA
852
Sage Mountain Advisors
Georgia
$242K +$242K +4,641 New
GP
853
Girard Partners
Pennsylvania
$241K +$241K +4,629 New
AWC
854
Abundance Wealth Counselors
Pennsylvania
$240K +$240K +4,613 New
OWA
855
One Wealth Advisors
California
$238K +$238K +4,577 New
VA
856
Vident Advisory
Georgia
$238K -$14.1K -271 -6%
FCH
857
Freestone Capital Holdings
Washington
$237K +$237K +4,546 New
NLP
858
Next Level Private
New York
$237K +$237K +4,546 New
TFS
859
Thoroughbred Financial Services
Tennessee
$236K +$236K +4,540 New
AI
860
Accredited Investors
Minnesota
$236K -$52.1K -1,000 -18%
EIP
861
Epoch Investment Partners
New York
$235K +$235K +4,516 New
LSAG
862
Lake Street Advisors Group
New Hampshire
$235K +$235K +4,509 New
FPWM
863
FSB Premier Wealth Management
Iowa
$234K +$234K +4,503 New
SC
864
Searle & Co
Connecticut
$234K +$234K +4,500 New
ACS
865
Archford Capital Strategies
Illinois
$233K -$852K -16,359 -78%
CAAS
866
Capital Asset Advisory Services
Michigan
$233K -$15.4K -296 -6%
SWA
867
Sax Wealth Advisors
New Jersey
$233K +$233K +4,481 New
TI
868
Truepoint Inc
Ohio
$233K +$233K +4,480 New
WPC
869
Wedmont Private Capital
Pennsylvania
$233K +$233K +4,422 New
Fisher Asset Management
870
Fisher Asset Management
Washington
$233K -$13.5K -259 -5%
1WM
871
1900 Wealth Management
Texas
$232K +$232K +4,460 New
STA
872
Summit Trail Advisors
New York
$232K -$48.4K -930 -17%
BIP
873
Blueprint Investment Partners
North Carolina
$232K +$232K +4,448 New
AP
874
Appleton Partners
Massachusetts
$230K +$230K +4,411 New
BBA
875
BLB&B Advisors
Pennsylvania
$230K +$230K +4,410 New
33 34
35
36 37