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Bank of New York Mellon
BK

Overview Fund Activity

1,046 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 356 increasing their positions, 398 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,046
Holders Change
-28
Holders Change %
-2.61%
% of All Funds
18.37%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
70
Increased
356
Reduced
398
Closed
86
Calls
$166M
Puts
$204M
Net Calls
-$38.2M
Net Calls Change
-$7.85M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$463M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$94.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$413M
4
BlackRock
BlackRock
New York
$3.02B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B

Top Sellers

1
LP
Longview Partners
Guernsey
$801M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Artisan Partners
Artisan Partners
Wisconsin
$984M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
876
Ancora Advisors
Ohio
$127K -$36.3K -700 -22%
T
877
TOBAM
France
$122K -$40.9K -787 -25%
GWSG
878
GPS Wealth Strategies Group
Colorado
$122K +$18.3K +354 +18%
TCM
879
TD Capital Management
Tennessee
$119K – – –
CWP
880
Concord Wealth Partners
Virginia
$115K -$24.2K -465 -17%
PFBT
881
Parkside Financial Bank & Trust
Missouri
$115K +$1.09K +21 +1%
GEA
882
Glen Eagle Advisors
New Jersey
$114K – – –
CFGS
883
Concourse Financial Group Securities
Alabama
$113K +$1.19K +23 +1%
RIM
884
Rockbridge Investment Management
New York
$112K – – –
CYG
885
Clean Yield Group
Vermont
$111K +$40.7K +783 +58%
MGIM
886
M&G Investment Management
United Kingdom
$110K +$24.7K +474,640 +29%
PCTC
887
Perkins Coie Trust Company
Washington
$105K – – –
EI
888
Ellevest Inc
New York
$104K -$25.8K -498 -20%
MA
889
MCF Advisors
Kentucky
$104K – – –
BL
890
Bleichroeder LP
New York
$104K – – –
GFPC
891
Global Financial Private Client
Florida
$99.9K – – –
MA
892
Montag & Associates
Georgia
$99K – – –
HDIM
893
Hanson & Doremus Investment Management
Vermont
$97K +$413 +8 +0.4%
PWMG
894
Prestige Wealth Management Group
New Jersey
$96K – – –
MHR
895
Matthew Hamilton Rosenberg
$96K +$5.25K +101 +6%
GTAM
896
Global Trust Asset Management
Florida
$90K -$6.5K -125 -7%
PI
897
PEAK6 Investments
Illinois
$90K +$90K +1,729 New
LWANC
898
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K – – –
IFAM
899
Institutional & Family Asset Management
Colorado
$88K +$61.4K +1,181 +231%
GKWIM
900
Gerber Kawasaki Wealth & Investment Management
California
$86K +$86K +1,673 New
34 35
36
37 38