BK icon

Bank of New York Mellon
BK

Overview Fund Activity

1,420 hedge funds and large institutions have $47.7B invested in Bank of New York Mellon in 2024 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 464 increasing their positions, 486 reducing their positions, and 57 closing their positions.

Holders
1,420
Holders Change
+145
Holders Change %
+11.37%
% of All Funds
18.91%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.4%
New
230
Increased
464
Reduced
486
Closed
57
Calls
$399M
Puts
$279M
Net Calls
+$120M
Net Calls Change
+$12.2M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.15B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.77B
3
Morgan Stanley
3
Morgan Stanley
New York
$864M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$478M
5
UBS Group
5
UBS Group
Switzerland
$337M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$194M
2
Dodge & Cox
2
Dodge & Cox
California
$3.43B
3
DSA
3
Davis Selected Advisers
Arizona
$164M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$26.6M
5
American Century Companies
5
American Century Companies
Missouri
$364M
Name Market Value Shares Shares
Change 		Shares
Change %
TG
76
TCW Group
California
$76.2M 991,671 -21,199 -2%
BA
77
Bridgewater Associates
Connecticut
$76.1M 990,319 +469,398 +90%
AllianceBernstein
78
AllianceBernstein
Tennessee
$74.4M 968,435 -100,728 -9%
Lazard Asset Management
79
Lazard Asset Management
New York
$72.2M 939,604 +82,270 +10%
Credit Agricole
80
Credit Agricole
France
$71.9M 935,574 +146,647 +19%
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$70.7M 920,117 -258,023 -22%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$67.7M 881,087 +171,914 +24%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$67.4M 877,069 -124,768 -12%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$66.6M 866,626 -457,129 -35%
Principal Financial Group
85
Principal Financial Group
Iowa
$66.1M 859,820 -24,033 -3%
ZIM
86
Zacks Investment Management
Illinois
$65M 846,182 -24,800 -3%
JAM
87
Jupiter Asset Management
United Kingdom
$64.8M 843,908 -59,829 -7%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$64.4M 837,513 -19,397 -2%
Aviva
89
Aviva
United Kingdom
$63.9M 831,938 -65,468 -7%
MGP
90
M&G plc
United Kingdom
$62.7M 814,286 -128,090 -14%
Universal-Beteiligungs- und Servicegesellschaft
91
Universal-Beteiligungs- und Servicegesellschaft
Germany
$61.9M 806,265 +806,265 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$61.9M 806,070 +489 +0.1%
CS
93
Candriam SCA
Luxembourg
$61.7M 802,943 +84,948 +12%
Swedbank
94
Swedbank
Sweden
$61.3M 797,764 +71,900 +10%
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$60.4M 786,496 +82,671 +12%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$60.4M 785,895 -78,058 -9%
ZIG
97
Zurich Insurance Group
Switzerland
$54.5M 708,867 +113,458 +19%
CIM
98
Corda Investment Management
Texas
$54.3M 706,910 -22,421 -3%
Primecap Management
99
Primecap Management
California
$54.3M 706,900 -13,000 -2%
Citigroup
100
Citigroup
New York
$52.7M 686,301 +79,840 +13%
2 3
4
5 6