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Bank of New York Mellon
BK

Overview Fund Activity

1,119 hedge funds and large institutions have $29.9B invested in Bank of New York Mellon in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 434 increasing their positions, 364 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,119
Holders Change
+7
Holders Change %
+0.63%
% of All Funds
17.91%
Holding in Top 10
12
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-42.86%
% of All Funds
0.19%
New
118
Increased
434
Reduced
364
Closed
87
Calls
$171M
Puts
$228M
Net Calls
-$57.1M
Net Calls Change
-$46.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$818M
2
Marshall Wace
Marshall Wace
United Kingdom
$316M
3
Parnassus Investments
Parnassus Investments
California
$245M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.3B
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$109M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$0
2
American Century Companies
American Century Companies
Missouri
$514M
3
Millennium Management
Millennium Management
New York
$196M
4
Citadel Advisors
Citadel Advisors
Florida
$215M
5
HAM
HoldCo Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1101
Arlington Partners
Alabama
$2.86K +$2.86K +63 New
FFL
1102
Financial Freedom LLC
Ohio
$2.82K – – –
HS
1103
Horan Securities
United States
$2.79K – – –
RA
1104
Rise Advisors
New York
$2.75K +$2.75K +60 New
2L
1105
25 LLC
Missouri
$2.7K +$2.7K +65 New
MFT
1106
Moisand Fitzgerald Tamayo
Florida
$2.18K – – –
WWM
1107
Wolff Wiese Magana
California
$1.82K -$455 -10 -20%
ECM
1108
Everence Capital Management
Indiana
$1.73K – – –
CCMI
1109
Creative Capital Management Investments
California
$1.64K – – –
PPC
1110
Park Place Capital
Alabama
$1.55K – – –
MA
1111
Montag & Associates
Georgia
$1.36K – – –
CA
1112
Centerpoint Advisors
Massachusetts
$1K – – –
TFM
1113
TFC Financial Management
Massachusetts
$864 +$864 +19 New
IG
1114
ING Group
Netherlands
$863 -$5.66M -124,571 -100%
TCA
1115
Trifecta Capital Advisors
Illinois
$682 – – –
KFS
1116
Kelly Financial Services
Massachusetts
$659 – – –
CHA
1117
Carmichael Hill & Associates
Maryland
$567 – – –
OLVIG
1118
Oliver Lagore Vanvalin Investment Group
Michigan
$454 – – –
TWP
1119
TFO Wealth Partners
Ohio
$364 -$25.1K -551 -99%
HWP
1120
Highline Wealth Partners
California
$136 +$136 +3 New
PFA
1121
Pathway Financial Advisers
Indiana
$23 – – –
Berkshire Hathaway
1122
Berkshire Hathaway
Nebraska
– -$1.14B -25,069,867 Closed
HAM
1123
HoldCo Asset Management
Florida
– -$109M -2,395,949 Closed
LP
1124
LMR Partners
United Kingdom
– -$60M -1,317,260 Closed
ACL
1125
Azora Capital LP
Florida
– -$44.5M -978,187 Closed
43 44
45
46 47