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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 %
CFO
1001
CVA Family Office
Colorado
$70K +$70K +1,200 New
CBT
1002
CoreFirst Bank & Trust
Kansas
$68K – – –
COCM
1003
Charter Oak Capital Management
New Hampshire
$67K – – –
CA
1004
Clearstead Advisors
Ohio
$66K -$10K -173 -13%
FCFS
1005
First Command Financial Services
Texas
$66K +$52.1K +900 +375%
MGIM
1006
M&G Investment Management
United Kingdom
$64.1K -$58.3K -1,004,914 -48%
LWCFA
1007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64K – – –
SOW
1008
State of Wyoming
Wyoming
$63K -$58 -1 -0.1%
BWM
1009
Baystate Wealth Management
Massachusetts
$62K +$292 +5 +0.5%
AP
1010
Atwood & Palmer
Missouri
$61K – – –
PK
1011
Pflug Koory
Nebraska
$61K – – –
SCA
1012
Stonebridge Capital Advisors
Minnesota
$59K +$58 +1 +0.1%
SAM
1013
Strategic Asset Management
Minnesota
$59K +$348 +6 +0.6%
FCT
1014
First Community Trust
Iowa
$58.1K +$58.1K +1,000 New
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58K -$31.8K -543 -35%
BCM
1016
Bourgeon Capital Management
Connecticut
$58K – – –
PSB
1017
Piscataqua Savings Bank
New Hampshire
$57K – – –
GFPC
1018
Global Financial Private Client
Florida
$57K -$52.7K -907 -48%
AWM
1019
AllSquare Wealth Management
New York
$56K -$8.72K -149 -13%
PMFA
1020
Plante Moran Financial Advisors
Michigan
$56K – – –
TI
1021
Truehand Inc
New Hampshire
$55K – – –
SWA
1022
SOA Wealth Advisors
New York
$54K +$173 +3 +0.3%
CAL
1023
Capital Advisors Ltd
Ohio
$52K -$7.34K -126 -12%
CWM
1024
Cranbrook Wealth Management
Michigan
$52K – – –
AssetMark Inc
1025
AssetMark Inc
California
$50K – – –
39 40
41
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