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Bank of New York Mellon
BK

Overview Fund Activity

1,136 hedge funds and large institutions have $33.5B invested in Bank of New York Mellon in 2022 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 402 increasing their positions, 387 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,136
Holders Change
-10
Holders Change %
-0.87%
% of All Funds
17.98%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.19%
New
119
Increased
402
Reduced
387
Closed
111
Calls
$103M
Puts
$150M
Net Calls
-$46.8M
Net Calls Change
+$61.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$107M
2
AII
AGF Investments Inc
Ontario, Canada
+$101M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$96.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$66.9M
5
SSA
Schonfeld Strategic Advisors
New York
+$60M

Top Sellers

1
Invesco
Invesco
Georgia
-$196M
2
First Trust Advisors
First Trust Advisors
Illinois
-$130M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.9M
4
LP
Longview Partners
Guernsey
-$66.2M
5
State Street
State Street
Massachusetts
-$59.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
876
Sheaff Brock Investment Advisors
Indiana
$221K – – –
MFS
877
Mirabella Financial Services
United Kingdom
$221K +$221K +4,474 New
CPO
878
Cerity Partners OCIO
New York
$220K -$119K -2,400 -35%
BJL
879
Brighton Jones LLC
Washington
$220K -$13K -261 -6%
NIM
880
NuWave Investment Management
New Jersey
$220K +$220K +4,430 New
BWCS
881
Beirne Wealth Consulting Services
Connecticut
$219K – – –
OBGC
882
O'Brien Greene & Co
Pennsylvania
$219K – – –
HTC
883
Haverford Trust Company
Pennsylvania
$218K -$257K -5,194 -54%
VWA
884
V Wealth Advisors
Kansas
$218K +$17.7K +357 +9%
BS
885
Boenning & Scattergood
Pennsylvania
$217K – – –
WWM
886
Windsor Wealth Management
Indiana
$217K +$772 +16 +0.4%
EI
887
Ellevest Inc
New York
$217K +$71.2K +1,432 +49%
HAM
888
HoldCo Asset Management
Florida
$216K -$36M -725,648 -99%
WFI
889
West Family Investments
California
$216K -$8K -161 -4%
BTW
890
Boston Trust Walden
Massachusetts
$216K +$4.97K +100 +2%
WG
891
Welch Group
Alabama
$215K – – –
FCFC
892
First Commonwealth Financial Corp
Pennsylvania
$214K – – –
GAM
893
Gotham Asset Management
New York
$214K +$214K +4,313 New
PAS
894
Park Avenue Securities
New York
$213K -$6.6K -133 -3%
BWM
895
Buckley Wealth Management
Nevada
$213K +$213K +4,293 New
WJWM
896
Williams Jones Wealth Management
New York
$212K – – –
AF
897
Allworth Financial
California
$211K -$14.5K -291 -6%
SB
898
Simmons Bank
Arkansas
$211K -$4.96K -100 -2%
AP
899
Appleton Partners
Massachusetts
$210K – – –
SC
900
Sepio Capital
Utah
$209K -$1.36M -27,499 -87%
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