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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 %
SB
1051
Strategic Blueprint
Georgia
– -$244K -5,846 Closed
BDF
1052
Balasa Dinverno & Foltz
– -$243K -5,822 Closed
NIM
1053
NuWave Investment Management
New Jersey
– -$240K -5,747 Closed
SMC
1054
Smith, Moore & Co
Missouri
– -$237K -5,675 Closed
CI
1055
Conning Inc
Connecticut
– -$228K -5,462 Closed
AT
1056
American Trust
Kentucky
– -$225K -5,399 Closed
PWPS
1057
Pinnacle Wealth Planning Services
Ohio
– -$222K -5,315 Closed
SDWMA
1058
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$219K -5,253 Closed
GW
1059
GW & Wade
Massachusetts
– -$217K -5,214 Closed
BMC
1060
Benin Management Corp
Connecticut
– -$214K -5,119 Closed
LWM
1061
Lyell Wealth Management
California
– -$213K -5,115 Closed
PCMC
1062
Paragon Capital Management (Colorado)
Colorado
– -$209K -5,004 Closed
VST
1063
Van Strum & Towne
California
– -$209K -5,000 Closed
RPC
1064
Rossmore Private Capital
Connecticut
– -$209K -5,000 Closed
CWA
1065
CM Wealth Advisors
Ohio
– -$209K -5,000 Closed
MWM
1066
Modera Wealth Management
New Jersey
– -$208K -4,990 Closed
CG
1067
Colony Group
Massachusetts
– -$205K -4,916 Closed
SF
1068
Synovus Financial
Georgia
– -$202K -4,865 Closed
BBA
1069
BLB&B Advisors
Pennsylvania
– -$203K -4,860 Closed
IIM
1070
Ironwood Investment Management
Massachusetts
– -$202K -4,847 Closed
SCA
1071
Snowden Capital Advisors
New York
– -$202K -4,846 Closed
CW
1072
Connectus Wealth
Ohio
– -$201K -4,825 Closed
AWC
1073
Abundance Wealth Counselors
Pennsylvania
– -$201K -4,813 Closed
VWA
1074
V Wealth Advisors
Kansas
– -$200K -4,786 Closed
PFGIA
1075
Patriot Financial Group Insurance Agency
Massachusetts
– -$195K -4,667 Closed
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