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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 %
KFS
1151
Kaizen Financial Strategies
California
– -$203K -4,090 Closed
FI
1152
Fractal Investments
Connecticut
– -$202K -4,064 Closed
RCM
1153
Radnor Capital Management
Pennsylvania
– -$201K -4,045 Closed
SAS
1154
Sanford Advisory Services
Michigan
– -$200K -4,037 Closed
GA
1155
Geller Advisors
New York
– -$200K -4,035 Closed
CWM
1156
Chemistry Wealth Management
New York
– -$200K -4,023 Closed
RP
1157
Rowlandmiller & Partners
Georgia
– -$124K -2,495 Closed
PWP
1158
Pursue Wealth Partners
California
– -$93.8K -1,964 Closed
T
1159
TCWP
Ohio
– -$97K -1,959 Closed
HA
1160
Herold Advisors
New York
– -$58.8K -1,185 Closed
CWM
1161
Cranbrook Wealth Management
Michigan
– -$45K -901 Closed
LAS
1162
Lloyd Advisory Services
Georgia
– -$44K -892 Closed
CAGAS
1163
Capital Advisory Group Advisory Services
Minnesota
– -$40K -807 Closed
BFC
1164
Bedel Financial Consulting
Indiana
– -$40K -801 Closed
FCA
1165
FinTrust Capital Advisors
South Carolina
– -$39K -781 Closed
MFA
1166
McClarren Financial Advisors
Pennsylvania
– -$31K -626 Closed
RTC
1167
Riverview Trust Company
Washington
– -$23K -460 Closed
Koshinski Asset Management
1168
Koshinski Asset Management
Illinois
– -$22K -443 Closed
GAM
1169
Gemmer Asset Management
California
– -$18K -365 Closed
WBC
1170
West Branch Capital
Massachusetts
– -$18K -355 Closed
TFO
1171
Tarbox Family Office
California
– -$15K -300 Closed
PH
1172
Pinnacle Holdings
Oklahoma
– -$12.5K -251 Closed
DBG
1173
De Burlo Group
Massachusetts
– -$12.4K -250 Closed
SPWM
1174
Spartan Planning & Wealth Management
North Carolina
– -$11K -212 Closed
TCM
1175
Tradewinds Capital Management
Washington
– -$9K -188 Closed
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