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Bank of New York Mellon
BK

Overview Fund Activity

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$678M
2
VanEck Associates
2
VanEck Associates
New York
$136M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$163M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$147M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$81.1M

Top Sellers

1
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$137M
2
Deutsche Bank
2
Deutsche Bank
Germany
$164M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.13B
4
JCM
4
Junto Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
FFL
1051
Financial Freedom LLC
Ohio
$2.76K 62 – –
HS
1052
Horan Securities
United States
$2.76K 62 +1 +2%
DI
1053
Disciplined Investments
Oklahoma
$2.4K 54 -12 -18%
MFT
1054
Moisand Fitzgerald Tamayo
Florida
$2.14K 48 – –
CFD
1055
Creative Financial Designs
Indiana
$1.87K 42 +42 New
WWM
1056
Wolff Wiese Magana
California
$1.78K 40 – –
CCMI
1057
Creative Capital Management Investments
California
$1.6K 36 – –
PPC
1058
Park Place Capital
Alabama
$1.51K 34 – –
MA
1059
Montag & Associates
Georgia
$1.34K 30 – –
TFM
1060
TFC Financial Management
Massachusetts
$1.07K 24 +5 +26%
Acadian Asset Management
1061
Acadian Asset Management
Massachusetts
$1K 33 -145,212 -100%
CA
1062
Centerpoint Advisors
Massachusetts
$1K 28 – –
BWM
1063
BerganKDV Wealth Management
Minnesota
$980 22 -201 -90%
CA
1064
Crewe Advisors
Utah
$980 22 +22 New
LF
1065
Lee Financial
Texas
$757 17 -221 -93%
TCA
1066
Trifecta Capital Advisors
Illinois
$668 15 – –
CFS
1067
CGC Financial Services
Oregon
$668 15 +15 New
KFS
1068
Kelly Financial Services
Massachusetts
$646 15 – –
CHA
1069
Carmichael Hill & Associates
Maryland
$560 13 +1 +8%
OLVIG
1070
Oliver Lagore Vanvalin Investment Group
Michigan
$445 10 – –
OP
1071
ORG Partners
Indiana
$361 8 +8 New
TWP
1072
TFO Wealth Partners
Ohio
$356 8 – –
CJL
1073
Cyrus J. Lawrence
New York
$134 3,021 – –
HWP
1074
Highline Wealth Partners
California
– – -3 Closed
JCM
1075
Junto Capital Management
New York
– – -1,931,704 Closed
41 42
43
44 45