BK icon

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 %
JFG
1151
Jefferies Financial Group
New York
– -$653K -14,350 Closed
FPCG
1152
Fort Pitt Capital Group
Pennsylvania
– -$616K -13,538 Closed
VI
1153
Versor Investments
New York
– -$419K -9,200 Closed
HSA
1154
HBK Sorce Advisory
Pennsylvania
– -$385K -8,468 Closed
CCIA
1155
Campbell & Co Investment Adviser
Maryland
– -$360K -7,910 Closed
MCM
1156
Marathon Capital Management
Maryland
– -$358K -7,870 Closed
BAM
1157
Blueshift Asset Management
New Jersey
– -$332K -7,299 Closed
CAMG
1158
CWA Asset Management Group
Florida
– -$325K -7,143 Closed
CMI
1159
Clare Market Investments
Texas
– -$278K -6,102 Closed
JCM
1160
Janney Capital Management
Pennsylvania
– -$256K -5,625 Closed
WAM
1161
Watershed Asset Management
California
– -$251K -5,510 Closed
FRM
1162
Fox Run Management
Connecticut
– -$250K -5,483 Closed
WC
1163
Weil Company
California
– -$245K -5,378 Closed
NC
1164
NinePointTwo Capital
California
– -$244K -5,377 Closed
HNWAG
1165
High Net Worth Advisory Group
Florida
– -$241K -5,300 Closed
DWM
1166
Dorchester Wealth Management
Quebec, Canada
– -$237K -5,200 Closed
SWM
1167
Sculati Wealth Management
Michigan
– -$220K -4,835 Closed
M
1168
Mirova
France
– -$219K -4,801 Closed
LIM
1169
Leavell Investment Management
Alabama
– -$218K -4,788 Closed
MWP
1170
MYCIO Wealth Partners
Pennsylvania
– -$210K -4,609 Closed
PRC
1171
Pearl River Capital
Michigan
– -$210K -4,604 Closed
SC
1172
Searle & Co
Connecticut
– -$205K -4,500 Closed
PFM
1173
Patton Fund Management
Texas
– -$202K -4,443 Closed
CIM
1174
Chiron Investment Management
New York
– -$186K -4,092 Closed
SVWAG
1175
Sound View Wealth Advisors Group
Georgia
– -$210K -4,027 Closed
45 46
47
48 49