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Bank of New York Mellon
BK

Overview Fund Activity

1,146 hedge funds and large institutions have $39.2B invested in Bank of New York Mellon in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 351 increasing their positions, 396 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,146
Holders Change
+100
Holders Change %
+9.56%
% of All Funds
17.7%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
170
Increased
351
Reduced
396
Closed
55
Calls
$153M
Puts
$261M
Net Calls
-$108M
Net Calls Change
-$69.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
$96.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$152M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$59.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$40.1M
5
ZIM
Zacks Investment Management
Illinois
$36.3M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$775M
2
Dodge & Cox
Dodge & Cox
California
$3.38B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.82B
4
BlackRock
BlackRock
New York
$3.22B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1126
Lenox Wealth Advisors
New York
$2K +$1.3K +26 +186%
EFS
1127
Econ Financial Services
Pennsylvania
$2K +$2K +28 New
SFM
1128
Signet Financial Management
New Jersey
$2K +$2K +41 New
SC
1129
Stephens Consulting
Michigan
$1.22K +$1.22K +21 New
EBA
1130
Eagle Bay Advisors
New York
$1K – – –
BWM
1131
BerganKDV Wealth Management
Minnesota
$1K – – –
GWMIA
1132
Global Wealth Management Investment Advisory
Florida
$1K – – –
CHA
1133
Carmichael Hill & Associates
Maryland
$1K +$1K +12 New
SCA
1134
Sandy Cove Advisors
Massachusetts
$1K +$1K +12 New
SIC
1135
SJS Investment Consulting
Ohio
$1K +$1K +13 New
S
1136
Surevest
California
$1K +$1K +17 New
CFRPA
1137
Castle Financial & Retirement Planning Associates
New Jersey
$1K +$1K +18 New
TFP
1138
Tilia Fiduciary Partners
North Carolina
$1K +$1K +20 New
CSWM
1139
Cassady Schiller Wealth Management
Ohio
$1K +$1K +22 New
CAC
1140
Core Alternative Capital
Georgia
$1K +$1K +25 New
KFS
1141
Kelly Financial Services
Massachusetts
$842 -$954 -17 -53%
WA
1142
WestEnd Advisors
North Carolina
$522 +$522 +9 New
FHC
1143
First Heartland Consultants
Missouri
$253 +$7 +123 +3%
BBHC
1144
Brown Brothers Harriman & Co
New York
$18 – – –
WIM
1145
Westside Investment Management
California
$13 – – –
MAMU
1146
Marathon Asset Management (UK)
United Kingdom
– -$58.2M -1,123,196 Closed
ACI
1147
AMP Capital Investors
Australia
– -$15.9M -306,445 Closed
GC
1148
Gillson Capital
Illinois
– -$10.7M -206,622 Closed
PCM
1149
Prana Capital Management
Connecticut
– -$7.05M -135,990 Closed
AF
1150
Ally Financial
Michigan
– -$5.7M -110,000 Closed
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