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Bank of New York Mellon
BK

Overview Fund Activity

1,047 hedge funds and large institutions have $28.1B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 397 increasing their positions, 361 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-89
Holders Change %
-7.83%
% of All Funds
17.7%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
397
Reduced
361
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$309M
2
Goldman Sachs
Goldman Sachs
New York
+$203M
3
Artisan Partners
Artisan Partners
Wisconsin
+$129M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$95.5M
5
American Century Companies
American Century Companies
Missouri
+$84.7M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$136M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
3
State Street
State Street
Massachusetts
-$120M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$59.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
901
Institutional & Family Asset Management
Colorado
$55K – – –
SBL
902
Sargent Bickham Lagudis
Colorado
$55K +$2.16K +51 +4%
GCM
903
Gables Capital Management
Florida
$54K – – –
BTI
904
Blue Trust Inc
Georgia
$54K +$54K +1,077 New
APP
905
Alpha Paradigm Partners
Illinois
$54K +$54K +1,300 New
TF
906
Tompkins Financial
New York
$52K – – –
PCFFS
907
Pacific Center for Financial Services
California
$51K – – –
CA
908
Clearstead Advisors
Ohio
$51K +$3.19K +76 +7%
AWM
909
AllSquare Wealth Management
New York
$50K – – –
CBT
910
CoreFirst Bank & Trust
Kansas
$49K – – –
COCM
911
Charter Oak Capital Management
New Hampshire
$48K – – –
MGIM
912
M&G Investment Management
United Kingdom
$46.4K +$1.83K +43,672 +4%
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46K – – –
PK
914
Pflug Koory
Nebraska
$46K +$2.09K +50 +5%
VC
915
Vestor Capital
Illinois
$44K -$11.3M -272,107 -100%
AP
916
Atwood & Palmer
Missouri
$44K – – –
FCFS
917
First Command Financial Services
Texas
$44K +$6.25K +149 +17%
FCB
918
First Command Bank
Texas
$44K +$6.25K +149 +17%
SAM
919
Strategic Asset Management
Minnesota
$43K +$333 +8 +0.8%
BCM
920
Bourgeon Capital Management
Connecticut
$42K – – –
FCT
921
First Community Trust
Iowa
$42K – – –
SCA
922
Stonebridge Capital Advisors
Minnesota
$42K +$41 +1 +0.1%
FMB
923
Field & Main Bank
Kentucky
$42K +$42K +1,000 New
GFPC
924
Global Financial Private Client
Florida
$41.6K – – –
JWM
925
Janiczek Wealth Management
Colorado
$40K -$19.4K -441 -33%
35 36
37
38 39