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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 %
BHWM
901
Bay Harbor Wealth Management
Maryland
$84K -$52 -1 -0.1%
JFGIW
902
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80K -$4.17K -80 -5%
LWM
903
Liberty Wealth Management
California
$79K -$210K -4,071 -73%
JWM
904
Janiczek Wealth Management
Colorado
$79K +$12.4K +238 +19%
TPCW
905
TD Private Client Wealth
New York
$74.7K +$1.76K +34 +2%
FA
906
Financial Advantage
Maryland
$74K – – –
PWM
907
Prentice Wealth Management
New York
$73K – – –
CA
908
Clearstead Advisors
Ohio
$68K -$604K -11,655 -90%
GCM
909
Gables Capital Management
Florida
$67K – – –
GWS
910
Glassman Wealth Services
Virginia
$65K -$1.03K -20 -2%
SBL
911
Sargent Bickham Lagudis
Colorado
$65K – – –
GRP
912
Global Retirement Partners
California
$64K +$1.36K +26 +2%
PCFFS
913
Pacific Center for Financial Services
California
$63K – – –
AL
914
ADE LLC
Maryland
$62K – – –
WB
915
Webster Bank
Connecticut
$62K – – –
CBT
916
CoreFirst Bank & Trust
Kansas
$61K – – –
COCM
917
Charter Oak Capital Management
New Hampshire
$60K – – –
LWCFA
918
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K -$7.36K -142 -11%
AWM
919
AllSquare Wealth Management
New York
$57K – – –
SOW
920
State of Wyoming
Wyoming
$57K +$19.7K +376 +53%
CAL
921
Capital Advisors Ltd
Ohio
$57K +$47.3K +845 +486%
AP
922
Atwood & Palmer
Missouri
$55K – – –
BWM
923
Baystate Wealth Management
Massachusetts
$55K +$312 +6 +0.6%
SAM
924
Strategic Asset Management
Minnesota
$55K +$55K +1,012 New
MC
925
Maverick Capital
Texas
$54K -$1.03M -19,723 -95%
35 36
37
38 39