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Bank of New York Mellon
BK

Overview Fund Activity

1,023 hedge funds and large institutions have $26B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 354 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
-24
Holders Change %
-2.29%
% of All Funds
17.69%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
389
Reduced
354
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$180M
2
HAM
HoldCo Asset Management
Florida
+$86.2M
3
Amundi
Amundi
France
+$54.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$45.6M
5
Victory Capital Management
Victory Capital Management
Texas
+$43.4M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$391M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$96.7M
3
NEAM
New England Asset Management
Connecticut
-$64.9M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$44.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
876
TD Private Client Wealth
New York
$62.7K +$11.6K +300 +23%
GRP
877
Global Retirement Partners
California
$61K -$4.11K -98 -6%
SSG
878
Summit Securities Group
New York
$59K -$31.5K -819 -35%
Pacer Advisors
879
Pacer Advisors
Pennsylvania
$58K -$583K -15,065 -91%
LC
880
Lindbrook Capital
California
$57K +$2.1K +54 +4%
BTI
881
Blue Trust Inc
Georgia
$57K +$11.4K +269 +25%
HCP
882
Hexagon Capital Partners
Arkansas
$56K +$46.3K +1,206 +479%
NF
883
Norwood Financial
Pennsylvania
$55K – – –
FA
884
Financial Advantage
Maryland
$55K – – –
FWM
885
Focused Wealth Management
New York
$55K +$232 +6 +0.4%
Loomis, Sayles & Company
886
Loomis, Sayles & Company
Massachusetts
$55K +$48.5K +1,250 +744%
GCM
887
Gables Capital Management
Florida
$50K – – –
SBL
888
Sargent Bickham Lagudis
Colorado
$49K -$2K -51 -4%
PCFFS
889
Pacific Center for Financial Services
California
$47K – – –
AWM
890
AllSquare Wealth Management
New York
$46K – – –
RCG
891
Rock Creek Group
District of Columbia
$46K +$17.9K +465 +64%
CBT
892
CoreFirst Bank & Trust
Kansas
$45K – – –
MCC
893
Money Concepts Capital
Florida
$44K +$30K +786 +214%
ZB
894
Zions Bancorporation
Utah
$43K -$16K -414 -27%
TF
895
Tompkins Financial
New York
$42K -$5.51K -143 -12%
PK
896
Pflug Koory
Nebraska
$42K -$192 -5 -0.5%
LWCFA
897
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K – – –
MGIM
898
M&G Investment Management
United Kingdom
$41.1K -$2K -51,325 -5%
DCM
899
Dupont Capital Management
Delaware
$41K -$355K -9,241 -90%
SCA
900
Stonebridge Capital Advisors
Minnesota
$41K +$1.33K +34 +3%
34 35
36
37 38