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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 %
SL
926
Summitry LLC
California
$212K +$212K +3,645 New
SWM
927
Segment Wealth Management
Texas
$211K +$211K +3,627 New
CSB
928
City State Bank
Iowa
$210K +$210K +3,621 New
DA
929
DCM Advisors
New York
$208K +$208K +3,588 New
GAG
930
GM Advisory Group
New York
$206K +$206K +3,542 New
HI
931
Hudock Inc
Pennsylvania
$205K +$1.04K +18 +0.5%
MWM
932
Madison Wealth Management
Ohio
$205K +$205K +3,523 New
CWM
933
Chemistry Wealth Management
New York
$205K +$205K +3,529 New
NLP
934
Next Level Private
New York
$205K +$205K +3,529 New
SC
935
Savant Capital
Illinois
$204K +$204K +3,507 New
BLAM
936
Bourne Lent Asset Management
New York
$203K +$203K +3,500 New
WFAG
937
Wescott Financial Advisory Group
Pennsylvania
$202K +$202K +3,482 New
RCG
938
Regatta Capital Group
California
$202K +$202K +3,484 New
BBNA
939
Bremer Bank National Association
Minnesota
$201K +$201K +3,455 New
TIA
940
Tiemann Investment Advisors
California
$200K +$200K +3,452 New
BDWM
941
Brewin Dolphin Wealth Management
Ireland
$197K – – –
GCM
942
Gladius Capital Management
Illinois
$195K +$195K +3,355 New
WTA
943
Washington Trust Advisors
Massachusetts
$195K +$195K +3,362 New
PCM
944
Penserra Capital Management
California
$194K +$25.5K +440 +15%
CWP
945
Concord Wealth Partners
Virginia
$187K +$58.6K +1,009 +46%
CAL
946
Capital Analysts LLC
Pennsylvania
$186K – – –
AA
947
Ancora Advisors
Ohio
$186K +$43.8K +755 +31%
OIA
948
Optimum Investment Advisors
Illinois
$182K -$23.2K -400 -11%
RMC
949
Resources Management Corp
Connecticut
$182K – – –
SC
950
Sawyer & Company
Massachusetts
$177K – – –
36 37
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