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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 %
MAM
1026
Mystic Asset Management
Rhode Island
$50K +$50K +871 New
LAS
1027
Lloyd Advisory Services
Georgia
$49K – – –
C
1028
Covestor
United Kingdom
$49K +$49K +850 New
CNBTD
1029
Citizens National Bank Trust Department
Mississippi
$48K +$48K +827 New
EWM
1030
Evermay Wealth Management
Virginia
$47K -$1.46K -25 -3%
ATC
1031
Adirondack Trust Company
New York
$47K -$292 -5 -0.6%
BFC
1032
Bedel Financial Consulting
Indiana
$47K – – –
MA
1033
Montag & Associates
Georgia
$46K -$66.4K -1,132 -59%
SCM
1034
Silvant Capital Management
Georgia
$45K – – –
WWM
1035
Wolff Wiese Magana
California
$44K -$4.39K -75 -9%
SPA
1036
Shore Point Advisors
New Jersey
$44K +$44K +754 New
FF
1037
FourThought Financial
Florida
$42K -$2.85K -49 -6%
BG
1038
Bollard Group
Massachusetts
$42K +$117 +2 +0.3%
WPA
1039
West Paces Advisors
Georgia
$41.1K – – –
DA
1040
Denali Advisors
California
$41K -$5.86K -100 -13%
DWP
1041
Destiny Wealth Partners
Florida
$41K – – –
FCA
1042
FinTrust Capital Advisors
South Carolina
$40K – – –
BWA
1043
BDO Wealth Advisors
Florida
$39K – – –
HFM
1044
Harvest Fund Management
China
$39K – – –
SSB
1045
Sandy Spring Bank
Maryland
$38K – – –
CFCI
1046
Comprehensive Financial Consultants Institutional
Indiana
$38K +$38K +710 New
MFA
1047
McClarren Financial Advisors
Pennsylvania
$37K +$15.1K +255 +69%
HIA
1048
Harbor Investment Advisory
Maryland
$36K – – –
OC
1049
Oakworth Capital
Alabama
$35K – – –
GI
1050
Gradient Investments
Minnesota
$35K +$235 +4 +0.7%
40 41
42
43 44