BK icon

Bank of New York Mellon
BK

Overview Fund Activity

1,112 hedge funds and large institutions have $31B invested in Bank of New York Mellon in 2022 Q4 according to their latest regulatory filings, with 173 funds opening new positions, 371 increasing their positions, 373 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+89
Holders Change %
+8.7%
% of All Funds
17.94%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.34%
New
173
Increased
371
Reduced
373
Closed
65
Calls
$148M
Puts
$159M
Net Calls
-$10.7M
Net Calls Change
+$11.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$302M
2
Millennium Management
Millennium Management
New York
+$152M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$150M
4
Amundi
Amundi
France
+$142M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$140M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$1.69B
2
American Century Companies
American Century Companies
Missouri
-$58.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$41.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$40.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
976
Legend Financial Advisors
Pennsylvania
$47.2K -$27.3K -600 -37%
FCB
977
First Command Bank
Texas
$47K +$6.41K +142 +16%
FCFS
978
First Command Financial Services
Texas
$47K +$6.41K +142 +16%
FCT
979
First Community Trust
Iowa
$46K – – –
BCM
980
Bourgeon Capital Management
Connecticut
$45.5K – – –
FMB
981
Field & Main Bank
Kentucky
$45.5K – – –
CAS
982
Coppell Advisory Solutions
Texas
$45.5K +$45.5K +999 New
CASC
983
Coppell Advisory Solutions Corp
Texas
$45.5K +$45.5K +999 New
MFG
984
Mendota Financial Group
Wisconsin
$45.2K +$45.2K +992 New
MCC
985
Money Concepts Capital
Florida
$44.8K -$7.74K -170 -15%
GFPC
986
Global Financial Private Client
Florida
$44.7K – – –
HCP
987
Hexagon Capital Partners
Arkansas
$43.5K -$22.9K -503 -34%
BWM
988
Baystate Wealth Management
Massachusetts
$43K +$364 +8 +0.9%
DWP
989
Destiny Wealth Partners
Florida
$40.2K +$8.33K +183 +26%
HBW
990
Hazlett, Burt & Watson
West Virginia
$40K +$7.59K +162 +23%
FFA
991
Farther Finance Advisors
California
$39.1K +$39.1K +859 New
CYG
992
Clean Yield Group
Vermont
$37.9K -$59.2K -1,300 -61%
EWA
993
EverSource Wealth Advisors
Alabama
$37.3K -$5.83K -128 -14%
PMFA
994
Plante Moran Financial Advisors
Michigan
$36.4K – – –
SSB
995
Sandy Spring Bank
Maryland
$36.4K +$36.4K +800 New
GJIA
996
Glass Jacobson Investment Advisors
Maryland
$36.3K +$36.3K +797 New
BFPW
997
BOK Financial Private Wealth
Colorado
$35.4K – – –
SCM
998
Silvant Capital Management
Georgia
$35.2K – – –
MCM
999
MV Capital Management
Maryland
$34K +$9.42K +207 +38%
SSG
1000
Summit Securities Group
New York
$34K -$36.1K -791 -52%
38 39
40
41 42