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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 %
BWA
951
BDO Wealth Advisors
Florida
$22K -$5.37K -130 -20%
ACM
952
AUA Capital Management
Pennsylvania
$22K – – –
BWP
953
Baldwin Wealth Partners
Massachusetts
$22K – – –
GM
954
GeoWealth Management
Illinois
$22K +$1.77K +43 +9%
CH
955
Canton Hathaway
Rhode Island
$22K +$22K +520 New
SOW
956
State of Wyoming
Wyoming
$21K -$18.5K -452 -47%
EIP
957
Ellis Investment Partners
Pennsylvania
$21K -$3.88K -95 -16%
HNWAG
958
High Net Worth Advisory Group
Florida
$21K – – –
MSFP
959
Mark Sheptoff Financial Planning
Connecticut
$21K +$21K +500 New
TC
960
Tacita Capital
Ontario, Canada
$21K +$21K +500 New
GI
961
Gradient Investments
Minnesota
$19K +$1.4K +34 +8%
BIA
962
Bell Investment Advisors
California
$19K +$19K +463 New
AIC
963
Archer Investment Corporation
Indiana
$18.2K – – –
SWA
964
SOA Wealth Advisors
New York
$18K -$20.2K -496 -53%
BONH
965
Bank of New Hampshire
New Hampshire
$18K -$7.72K -190 -30%
KLWA
966
Kelly Lawrence W & Associates
California
$17K – – –
WT
967
Washington Trust
Rhode Island
$17K – – –
PP
968
PrairieView Partners
Minnesota
$17K – – –
MCC
969
Money Concepts Capital
Florida
$16K -$15.8K -363 -50%
VWM
970
Valley Wealth Managers
New Jersey
$16K +$16K +377 New
AA
971
Addison Advisors
Vermont
$15K – – –
SWM
972
Sugarloaf Wealth Management
Georgia
$15K – – –
BWL
973
Bogart Wealth LLC
Virginia
$15K +$5.48K +133 +58%
PGAM
974
Princeton Global Asset Management
New Jersey
$14K – – –
MPWT
975
MassMutual Private Wealth & Trust
Connecticut
$14K +$4.88K +117 +53%
37 38
39
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