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Bank of New York Mellon
BK

Overview Fund Activity

1,023 hedge funds and large institutions have $26B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 354 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
-24
Holders Change %
-2.29%
% of All Funds
17.69%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
389
Reduced
354
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
$181M
2
HAM
HoldCo Asset Management
Florida
$86.2M
3
Amundi
Amundi
France
$176M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.6B
5
Victory Capital Management
Victory Capital Management
Texas
$357M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.4B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$560M
3
NEAM
New England Asset Management
Connecticut
$11.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$61.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
926
Evoke Wealth
California
$25K -$229 -6 -0.9%
GM
927
GeoWealth Management
Illinois
$24K +$3.84K +102 +19%
MFA
928
McClarren Financial Advisors
Pennsylvania
$24K +$24K +632 New
JWM
929
Janiczek Wealth Management
Colorado
$23K -$12.9K -327 -36%
EIP
930
Ellis Investment Partners
Pennsylvania
$23K +$3.87K +104 +20%
HIA
931
Harbor Investment Advisory
Maryland
$22K -$1.71K -45 -7%
WA
932
Win Advisors
Florida
$22K -$306 -8 -1%
Bank of Montreal
933
Bank of Montreal
Ontario, Canada
$21.1K -$13.7K -347,332 -39%
MCM
934
MV Capital Management
Maryland
$21K -$3.31K -85 -14%
BWA
935
BDO Wealth Advisors
Florida
$21K – – –
FWA
936
FSC Wealth Advisors
New York
$21K – – –
WT
937
Washington Trust
Rhode Island
$21K +$5.64K +147 +37%
BWP
938
Baldwin Wealth Partners
Massachusetts
$20K – – –
ACM
939
AUA Capital Management
Pennsylvania
$20K – – –
CH
940
Canton Hathaway
Rhode Island
$20K – – –
BBHC
941
Brown Brothers Harriman & Co
New York
$19K -$10.6K -281 -36%
MSFP
942
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
TC
943
Tacita Capital
Ontario, Canada
$19K – – –
HNWAG
944
High Net Worth Advisory Group
Florida
$19K – – –
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$19K +$6.28K +166 +49%
AA
946
Addison Advisors
Vermont
$18K +$4.74K +125 +36%
BIA
947
Bell Investment Advisors
California
$17K -$452 -12 -3%
BONH
948
Bank of New Hampshire
New Hampshire
$17K – – –
DFCM
949
Dark Forest Capital Management
Puerto Rico
$17K +$17K +443 New
SWA
950
SOA Wealth Advisors
New York
$16K -$760 -20 -5%
36 37
38
39 40