BK icon

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 %
HDIM
976
Hanson & Doremus Investment Management
Vermont
$109K +$58 +1 +0.1%
FPWM
977
FSB Premier Wealth Management
Iowa
$108K +$108K +1,862 New
MHR
978
Matthew Hamilton Rosenberg
$107K – – –
BHWM
979
Bay Harbor Wealth Management
Maryland
$105K +$4.67K +75 +5%
QC
980
Quent Capital
New York
$103K +$103K +1,777 New
GTAM
981
Global Trust Asset Management
Florida
$101K – – –
Jones Financial Companies
982
Jones Financial Companies
Missouri
$101K +$78.7K +1,361 +353%
LWANC
983
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K – – –
IFAM
984
Institutional & Family Asset Management
Colorado
$98K – – –
UCB
985
United Community Bank
South Carolina
$94.9K +$94.9K +1,634 New
BEI
986
Benjamin Edwards Inc
Missouri
$94K +$94K +1,624 New
NF
987
Norwood Financial
Pennsylvania
$87K +$87K +1,494 New
FA
988
Financial Advantage
Maryland
$82K – – –
TPCW
989
TD Private Client Wealth
New York
$80.9K -$2.79K -48 -3%
CFN
990
Cordasco Financial Network
Florida
$80K +$80K +1,374 New
JWM
991
Janiczek Wealth Management
Colorado
$79K -$9.3K -160 -11%
GWS
992
Glassman Wealth Services
Virginia
$79K +$5.54K +95 +8%
GCM
993
Gables Capital Management
Florida
$76K – – –
HWA
994
HHM Wealth Advisors
Tennessee
$76K +$46.8K +800 +160%
BHWM
995
Beaird Harris Wealth Management
Texas
$76K +$76K +1,300 New
LC
996
Lindbrook Capital
California
$74K +$42.5K +729 +135%
WT
997
Washington Trust
Rhode Island
$73K -$198K -3,387 -73%
SBL
998
Sargent Bickham Lagudis
Colorado
$73K – – –
CA
999
CoreCap Advisors
Michigan
$72K +$72K +1,236 New
PCFFS
1000
Pacific Center for Financial Services
California
$71K – – –
38 39
40
41 42