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Bank of New York Mellon
BK

Overview Fund Activity

1,072 hedge funds and large institutions have $28.9B invested in Bank of New York Mellon in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 366 increasing their positions, 437 reducing their positions, and 115 closing their positions.

Holders
1,072
Holders Change
-47
Holders Change %
-4.2%
% of All Funds
16.91%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.11%
New
73
Increased
366
Reduced
437
Closed
115
Calls
$157M
Puts
$126M
Net Calls
+$31.7M
Net Calls Change
+$88.8M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$678M
2
VanEck Associates
2
VanEck Associates
New York
$136M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$163M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$147M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$81.1M

Top Sellers

1
Fayez Sarofim & Co
1
Fayez Sarofim & Co
Texas
$137M
2
Deutsche Bank
2
Deutsche Bank
Germany
$164M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.13B
4
JCM
4
Junto Capital Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$283M
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
1151
CM Wealth Advisors
Ohio
– – -5,000 Closed
DOA
1152
D'Orazio & Associates
Virginia
– – -4,985 Closed
HA
1153
Hofer & Associates
California
– – -4,893 Closed
AT
1154
American Trust
Kentucky
– – -4,852 Closed
AWC
1155
Abundance Wealth Counselors
Pennsylvania
– – -4,813 Closed
WPC
1156
Wedmont Private Capital
Pennsylvania
– – -4,786 Closed
CI
1157
Conning Inc
Connecticut
– – -4,612 Closed
HTC
1158
Haverford Trust Company
Pennsylvania
– – -4,603 Closed
SCM
1159
Sebold Capital Management
Illinois
– – -4,525 Closed
AWA
1160
Arkadios Wealth Advisors
Georgia
– – -4,509 Closed
RWM
1161
RKL Wealth Management
Pennsylvania
– – -4,506 Closed
SWA
1162
Sax Wealth Advisors
New Jersey
– – -4,481 Closed
PWMAG
1163
Pinnacle Wealth Management Advisory Group
New Jersey
– – -4,477 Closed
CW
1164
CIC Wealth
Maryland
– – -4,475 Closed
WI
1165
WrapManager Inc
California
– – -4,471 Closed
SBIA
1166
Sheaff Brock Investment Advisors
Indiana
– – -4,460 Closed
Nomura Holdings
1167
Nomura Holdings
Japan
– – -4,453 Closed
AC
1168
Abbrea Capital
California
– – -4,440 Closed
OBGC
1169
O'Brien Greene & Co
Pennsylvania
– – -4,406 Closed
BWCS
1170
Beirne Wealth Consulting Services
Connecticut
– – -4,405 Closed
MC
1171
Machina Capital
France
– – -3,200 Closed
TWA
1172
TCI Wealth Advisors
Arizona
– – -3,021 Closed
AAS
1173
Ameritas Advisory Services
Nebraska
– – -2,747 Closed
ETH
1174
Exos TFP Holdings
New York
– – -2,570 Closed
MME
1175
Meag Munich Ergo
Germany
– – -2,076 Closed
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