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Bank of New York Mellon
BK

Overview Fund Activity

1,023 hedge funds and large institutions have $26B invested in Bank of New York Mellon in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 389 increasing their positions, 354 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
-24
Holders Change %
-2.29%
% of All Funds
17.69%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
79
Increased
389
Reduced
354
Closed
90
Calls
$102M
Puts
$124M
Net Calls
-$22.6M
Net Calls Change
+$34.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
$181M
2
HAM
HoldCo Asset Management
Florida
$86.2M
3
Amundi
Amundi
France
$176M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.6B
5
Victory Capital Management
Victory Capital Management
Texas
$357M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.4B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$560M
3
NEAM
New England Asset Management
Connecticut
$11.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$61.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1001
Cutler Group
California
$2K -$189K -5,868 -99%
DI
1002
Disciplined Investments
Oklahoma
$2K – – –
JFGIW
1003
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
SIC
1004
SJS Investment Consulting
Ohio
$2K +$2K +59 New
FF
1005
FourThought Financial
Florida
$2K +$2K +59 New
TCWA
1006
Ten Capital Wealth Advisors
Washington
$2K +$2K +62 New
Cetera Investment Advisers
1007
Cetera Investment Advisers
Illinois
$2K +$792 +23,592 +66%
AWM
1008
Abound Wealth Management
Tennessee
$1.78K +$1.78K +46 New
MOS
1009
MGO One Seven
Ohio
$1.16K +$409 +2,894 +55%
S
1010
Surevest
California
$1K – – –
MA
1011
Montag & Associates
Georgia
$1K – – –
LSA
1012
Lansing Street Advisors
Pennsylvania
$1K – – –
BWM
1013
BerganKDV Wealth Management
Minnesota
$1K – – –
CA
1014
Centerpoint Advisors
Massachusetts
$1K – – –
HR
1015
Howe & Rusling
New York
$1K +$1K +19 New
SWM
1016
Selective Wealth Management
Virginia
$1K +$1K +32 New
KFS
1017
Kelly Financial Services
Massachusetts
$559 – – –
PWP
1018
Principle Wealth Partners
Connecticut
$539 – – –
FHC
1019
First Heartland Consultants
Missouri
$216 +$216 +5,625 New
WIM
1020
Westside Investment Management
California
$8 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
1021
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$8.54M -204,700 Closed
SAM
1022
Synergy Asset Management
Washington
– -$5.03M -120,578 Closed
RIM
1023
Redwood Investment Management
Arizona
– -$4.55M -109,100 Closed
CIM
1024
Courant Investment Management
Tennessee
– -$4.11M -98,358 Closed
WMSA
1025
Weiss Multi-Strategy Advisers
New York
– -$2.42M -58,044 Closed
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