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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 %
EIP
1051
Ellis Investment Partners
Pennsylvania
$35K +$17.6K +304 +101%
Manulife (Manufacturers Life Insurance)
1052
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.9K -$10.4K -178,929 -23%
AP
1053
Arlington Partners
Alabama
$34K – – –
EW
1054
Evoke Wealth
California
$34K – – –
ZB
1055
Zions Bancorporation
Utah
$32K -$349 -6 -1%
FWA
1056
FSC Wealth Advisors
New York
$32K +$32K +543 New
CH
1057
Canton Hathaway
Rhode Island
$30K – – –
BWP
1058
Baldwin Wealth Partners
Massachusetts
$30K – – –
ACM
1059
AUA Capital Management
Pennsylvania
$30K – – –
MCM
1060
MV Capital Management
Maryland
$29K +$2.14K +37 +8%
HNWAG
1061
High Net Worth Advisory Group
Florida
$29K +$29K +500 New
GM
1062
GeoWealth Management
Illinois
$28K +$1.67K +29 +6%
FPS
1063
Fieldpoint Private Securities
Connecticut
$28K +$15.6K +270 +126%
RFA
1064
Reilly Financial Advisors
California
$27K – – –
EPM
1065
Equitec Proprietary Markets
Illinois
$27K +$27K +469 New
AIC
1066
Archer Investment Corporation
Indiana
$25.3K – – –
EWM
1067
Edge Wealth Management
New York
$25K -$24.4K -413 -49%
CI
1068
Carroll Investors
South Carolina
$25K +$25K +445 New
Koshinski Asset Management
1069
Koshinski Asset Management
Illinois
$24.8K – – –
PP
1070
PrairieView Partners
Minnesota
$23K – – –
KLWA
1071
Kelly Lawrence W & Associates
California
$23K – – –
BIA
1072
Bell Investment Advisors
California
$23K – – –
CCC
1073
Crescent Capital Consulting
Louisiana
$23K +$531 +9 +2%
TF
1074
Tompkins Financial
New York
$22K – – –
TFO
1075
Tarbox Family Office
California
$21K – – –
41 42
43
44 45