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Bank of New York Mellon
BK

Overview Fund Activity

1,075 hedge funds and large institutions have $27.3B invested in Bank of New York Mellon in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 379 increasing their positions, 392 reducing their positions, and 67 closing their positions.

Holders
1,075
Holders Change
+3
Holders Change %
+0.28%
% of All Funds
17.14%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
86
Increased
379
Reduced
392
Closed
67
Calls
$169M
Puts
$139M
Net Calls
+$30M
Net Calls Change
-$1.73M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$266M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$243M
3
Amundi
3
Amundi
France
$441M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$716M
5
Harris Associates
5
Harris Associates
Illinois
$357M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$508M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$108M
3
Millennium Management
3
Millennium Management
New York
$5.72M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$44.3M
Name Market Value Shares Shares
Change 		Shares
Change %
V
1101
Veritable
Delaware
– – -15,346 Closed
OQS
1102
Occudo Quantitative Strategies
Florida
– – -12,961 Closed
AIM
1103
Aigen Investment Management
New York
– – -12,466 Closed
WP
1104
Waycross Partners
Kentucky
– – -11,500 Closed
BCM
1105
Bayesian Capital Management
New York
– – -10,174 Closed
RCAG
1106
Rehmann Capital Advisory Group
Michigan
– – -9,238 Closed
WG
1107
Winton Group
United Kingdom
– – -9,142 Closed
MFS
1108
Mirabella Financial Services
United Kingdom
– – -8,153 Closed
1IA
1109
1620 Investment Advisors
Massachusetts
– – -7,485 Closed
DCM
1110
Dupont Capital Management
Delaware
– – -6,430 Closed
OWA
1111
One Wealth Advisors
California
– – -5,535 Closed
JCM
1112
Janney Capital Management
Pennsylvania
– – -5,525 Closed
HH
1113
Hilltop Holdings
Texas
– – -5,483 Closed
CHP
1114
Cable Hill Partners
Oregon
– – -5,072 Closed
FCH
1115
Freestone Capital Holdings
Washington
– – -4,963 Closed
SLG
1116
Stanley-Laman Group
Pennsylvania
– – -4,937 Closed
VWA
1117
V Wealth Advisors
Kansas
– – -4,892 Closed
CA
1118
Cullinan Associates
Kentucky
– – -4,705 Closed
GP
1119
Girard Partners
Pennsylvania
– – -4,626 Closed
SMA
1120
Sage Mountain Advisors
Georgia
– – -4,613 Closed
BBA
1121
BLB&B Advisors
Pennsylvania
– – -4,595 Closed
GCA
1122
Genesee Capital Advisors
New York
– – -4,577 Closed
EIP
1123
Epoch Investment Partners
New York
– – -4,516 Closed
EWA
1124
Exencial Wealth Advisors
Oklahoma
– – -4,509 Closed
SC
1125
Searle & Co
Connecticut
– – -4,500 Closed
43 44
45
46 47