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Bank of New York Mellon
BK

Overview Fund Activity

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$302M
2
Millennium Management
Millennium Management
New York
+$152M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$150M
4
Amundi
Amundi
France
+$142M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$140M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.69B
2
American Century Companies
American Century Companies
Missouri
-$58.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
901
Spire Wealth Management
Virginia
$155K +$3.42K +75 +2%
DMBA
902
Deseret Mutual Benefit Administrators
Utah
$147K -$105K -2,309 -42%
RMC
903
Resources Management Corp
Connecticut
$142K -$15.1K -333 -10%
AF
904
Allworth Financial
California
$142K -$47K -1,033 -25%
CSB
905
City State Bank
Iowa
$141K – – –
CWP
906
Concord Wealth Partners
Virginia
$140K +$140K +3,066 New
EWM
907
Evermay Wealth Management
Virginia
$139K – – –
NSIM
908
North Star Investment Management
Illinois
$139K +$1.32K +29 +1%
CJL
909
Cyrus J. Lawrence
New York
$138K – – –
OIA
910
Optimum Investment Advisors
Illinois
$137K – – –
MCM
911
Magnolia Capital Management
New York
$135K – – –
CFG
912
CKW Financial Group
Hawaii
$132K -$9.1K -200 -6%
TWA
913
TCI Wealth Advisors
Arizona
$131K -$11.2K -247 -8%
C
914
Covestor
United Kingdom
$125K +$125K +2,742 New
DZ Bank
915
DZ Bank
Germany
$124K – – –
WB
916
Webster Bank
Connecticut
$123K – – –
WSC
917
Wellington Shields & Co
New York
$123K – – –
PFBT
918
Parkside Financial Bank & Trust
Missouri
$121K +$637 +14 +0.5%
IRC
919
Investors Research Corp
Georgia
$120K – – –
CWM
920
Compass Wealth Management
Connecticut
$119K +$119K +2,613 New
AF
921
Arrow Financial
New York
$118K -$13.6K -300 -10%
AA
922
Ancora Advisors
Ohio
$114K – – –
CT
923
Colonial Trust
South Carolina
$112K +$112K +2,450 New
SPWM
924
Spartan Planning & Wealth Management
North Carolina
$111K +$111K +2,436 New
CMF
925
Counterpoint Mutual Funds
California
$106K +$106K +2,334 New
35 36
37
38 39