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Bank of New York Mellon
BK

Overview Fund Activity

1,047 hedge funds and large institutions have $28.1B invested in Bank of New York Mellon in 2022 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 397 increasing their positions, 361 reducing their positions, and 140 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
-89
Holders Change %
-7.83%
% of All Funds
17.7%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
68
Increased
397
Reduced
361
Closed
140
Calls
$87.2M
Puts
$144M
Net Calls
-$56.9M
Net Calls Change
-$10.1M

Top Buyers

1
BlackRock
BlackRock
New York
$2.63B
2
Goldman Sachs
Goldman Sachs
New York
$338M
3
Artisan Partners
Artisan Partners
Wisconsin
$914M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$600M
5
American Century Companies
American Century Companies
Missouri
$688M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$212M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$169M
3
State Street
State Street
Massachusetts
$1.36B
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$617K
5
Fidelity Investments
Fidelity Investments
Massachusetts
$712M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
1101
HighTower Trust
Texas
– -$433K -8,725 Closed
RSWM
1102
Robertson Stephens Wealth Management
California
– -$348K -7,013 Closed
JSC
1103
Jackson Square Capital
California
– -$337K -6,795 Closed
BFM
1104
Boothbay Fund Management
New York
– -$319K -6,422 Closed
JF
1105
Jump Financial
Illinois
– -$284K -5,715 Closed
BAM
1106
Berkshire Asset Management
Pennsylvania
– -$281K -5,659 Closed
GIA
1107
Goodwin Investment Advisory
Georgia
– -$280K -5,648 Closed
SIG
1108
Spinnaker Investment Group
California
– -$290K -5,505 Closed
CW
1109
CreativeOne Wealth
Kansas
– -$272K -5,482 Closed
IAA
1110
Independent Advisor Alliance
North Carolina
– -$269K -5,424 Closed
NFC
1111
Northeast Financial Consultants
Connecticut
– -$266K -5,357 Closed
ISWM
1112
Independent Solutions Wealth Management
New York
– -$261K -5,262 Closed
SWA
1113
Stratos Wealth Advisors
Ohio
– -$259K -5,228 Closed
PWLP
1114
Prio Wealth Limited Partnership
Massachusetts
– -$254K -5,110 Closed
ACM
1115
Advisors Capital Management
New Jersey
– -$248K -4,988 Closed
HSA
1116
HBK Sorce Advisory
Pennsylvania
– -$237K -4,782 Closed
MA
1117
Mezzasalma Advisors
New Jersey
– -$237K -4,780 Closed
WBG
1118
Wharton Business Group
Pennsylvania
– -$237K -4,780 Closed
SCM
1119
Shelton Capital Management
Colorado
– -$233K -4,700 Closed
WDL
1120
Well Done LLC
Michigan
– -$233K -4,697 Closed
GCA
1121
Genesee Capital Advisors
New York
– -$232K -4,667 Closed
BHBT
1122
Burke & Herbert Bank & Trust
Virginia
– -$229K -4,602 Closed
GP
1123
Girard Partners
Pennsylvania
– -$225K -4,548 Closed
NERM
1124
New England Research & Management
Illinois
– -$225K -4,525 Closed
WWM
1125
Windsor Wealth Management
Indiana
– -$217K -4,496 Closed
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