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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 %
RBA
1026
Richard Bernstein Advisors
New York
– -$1.68M -40,375 Closed
OQS
1027
Occudo Quantitative Strategies
Florida
– -$1.43M -34,353 Closed
FC
1028
FORA Capital
Florida
– -$1.22M -29,148 Closed
VF
1029
Virtu Financial
New York
– -$1.19M -28,418 Closed
JG
1030
Jefferies Group
New York
– -$1.12M -26,911 Closed
CANY
1031
Caxton Associates (New York)
New York
– -$1.08M -25,787 Closed
JC
1032
JB Capital
Connecticut
– -$950K -22,787 Closed
WC
1033
Weil Company
California
– -$935K -22,409 Closed
CBB
1034
Citizens Business Bank
California
– -$855K -20,500 Closed
WB
1035
WesBanco Bank
West Virginia
– -$795K -19,047 Closed
IFWM
1036
Institute for Wealth Management
Colorado
– -$617K -14,788 Closed
PRC
1037
Pearl River Capital
Michigan
– -$597K -14,319 Closed
CFMC
1038
Curbstone Financial Management Corp
New Hampshire
– -$432K -10,350 Closed
ACM
1039
Alethea Capital Management
Washington
– -$397K -9,521 Closed
CL
1040
CSS LLC
Illinois
– -$388K -9,300 Closed
AG
1041
Ascent Group
Virginia
– -$394K -9,070 Closed
MCA
1042
Martin Capital Advisors
Texas
– -$337K -8,080 Closed
VNB
1043
Virginia National Bank
Virginia
– -$297K -7,112 Closed
FCH
1044
Freestone Capital Holdings
Washington
– -$292K -6,998 Closed
B
1045
Barings
North Carolina
– -$268K -6,415 Closed
ICG
1046
InterOcean Capital Group
Tennessee
– -$259K -6,198 Closed
Fisher Asset Management
1047
Fisher Asset Management
Washington
– -$251K -6,023 Closed
IAN
1048
Integrated Advisors Network
Texas
– -$251K -6,014 Closed
NP
1049
NorthRock Partners
Minnesota
– -$245K -5,871 Closed
MWM
1050
Meridian Wealth Management
Kentucky
– -$244K -5,849 Closed
40 41
42
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