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Bank of New York Mellon
BK

Overview Fund Activity

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$818M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$316M
3
Parnassus Investments
3
Parnassus Investments
California
$245M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.3B
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$109M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$0
2
American Century Companies
2
American Century Companies
Missouri
$514M
3
Millennium Management
3
Millennium Management
New York
$196M
4
Citadel Advisors
4
Citadel Advisors
Florida
$215M
5
HAM
5
HoldCo Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$49.5M +$23.9M +525,693 +93%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$49M +$12.5M +274,411 +34%
SO
78
STRS Ohio
Ohio
$48.8M +$47M +1,034,146 +2,565%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$46.5M +$3.21M +70,652 +7%
Renaissance Technologies
80
Renaissance Technologies
New York
$45.4M -$60.2M -1,325,112 -57%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$43.7M -$7.16M -157,600 -14%
Truist Financial
82
Truist Financial
North Carolina
$43.4M +$23M +505,669 +113%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$42.8M +$7.46M +164,311 +21%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$41.9M -$583K -12,831 -1%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$41.3M +$4.44M +97,731 +12%
ZIM
86
Zacks Investment Management
Illinois
$41.3M +$5.76M +126,753 +16%
Principal Financial Group
87
Principal Financial Group
Iowa
$41M +$838K +18,445 +2%
ASC
88
Atalanta Sosnoff Capital
New York
$40.8M +$40.8M +898,926 New
AIMCA
89
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$40.6M +$2.43M +53,446 +6%
Aberdeen Group
90
Aberdeen Group
United Kingdom
$40.1M +$3.86M +85,015 +11%
Two Sigma Investments
91
Two Sigma Investments
New York
$40M -$33.5M -737,880 -46%
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
$39.5M +$6.22M +136,847 +19%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$38.7M +$197K +4,326 +0.5%
BNP Paribas Asset Management
94
BNP Paribas Asset Management
France
$38.6M -$6.23M -137,058 -14%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$37.8M – – –
Jacobs Levy Equity Management
96
Jacobs Levy Equity Management
New Jersey
$37.4M +$12.8M +282,754 +52%
PMG
97
Private Management Group
California
$36.8M +$122K +2,680 +0.3%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$36.2M +$4.87M +107,075 +16%
Aviva
99
Aviva
United Kingdom
$35.9M +$301K +6,631 +0.8%
TBC
100
Tweedy, Browne Co
Connecticut
$35.5M -$916K -20,169 -3%
2 3
4
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