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Bank of New York Mellon
BK

Overview Fund Activity

1,146 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 351 increasing their positions, 396 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
+100
Holders Change %
+9.56%
% of All Funds
17.7%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
170
Increased
351
Reduced
396
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$90.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$56.7M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$46.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$40.1M
5
ZIM
Zacks Investment Management
Illinois
+$36.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$178M
2
Dodge & Cox
Dodge & Cox
California
-$178M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$175M
4
BlackRock
BlackRock
New York
-$166M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
901
Boston Financial Management
Massachusetts
$230K +$230K +3,966 New
VWM
902
Valley Wealth Managers
New Jersey
$228K – – –
RW
903
Rede Wealth
Virginia
$228K +$116 +2 +0.1%
AC
904
Addison Capital
Pennsylvania
$227K – – –
VCA
905
Verdence Capital Advisors
Maryland
$227K +$227K +3,914 New
MI
906
Markston International
New York
$226K -$18.3K -315 -7%
BEAM
907
Baker Ellis Asset Management
Washington
$226K – – –
CG
908
Colony Group
Massachusetts
$226K +$226K +3,899 New
AC
909
Abbrea Capital
California
$224K +$224K +3,850 New
NB
910
Northwest Bancshares
Pennsylvania
$223K +$223K +3,838 New
BHWM
911
Bar Harbor Wealth Management
New Hampshire
$222K +$222K +3,820 New
GA
912
Geller Advisors
New York
$222K +$222K +3,822 New
SPC
913
Stewart & Patten Company
California
$222K +$222K +3,824 New
DWM
914
Defined Wealth Management
Oregon
$221K +$221K +3,800 New
FBT
915
First Bank & Trust
South Dakota
$220K -$2.61K -45 -1%
OLA
916
Oliver Luxxe Assets
New Jersey
$219K +$219K +3,773 New
KFA
917
Krane Funds Advisors
New York
$217K -$346K -5,960 -61%
CF
918
Centaurus Financial
California
$216K +$8.24K +142 +4%
EP
919
Edgestream Partners
New Jersey
$216K +$216K +3,722 New
DCM
920
Dupont Capital Management
Delaware
$215K -$204K -3,513 -49%
BCM
921
Bluefin Capital Management
New York
$215K +$215K +3,700 New
WCP
922
Welch Capital Partners
New York
$215K +$215K +3,701 New
NSB
923
Norway Savings Bank
Maine
$213K -$2.9K -50 -1%
JWA
924
JFS Wealth Advisors
Pennsylvania
$213K +$5.18K +89 +2%
SIC
925
Schwartz Investment Counsel
Michigan
$213K +$213K +3,664 New
35 36
37
38 39