BK icon

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 %
MA
1176
MCF Advisors
Kentucky
– -$104K -2,009 Closed
PI
1177
PEAK6 Investments
Illinois
– -$90K -1,729 Closed
GKWIM
1178
Gerber Kawasaki Wealth & Investment Management
California
– -$86K -1,673 Closed
LWM
1179
Liberty Wealth Management
California
– -$79K -1,529 Closed
PWM
1180
Prentice Wealth Management
New York
– -$73K -1,401 Closed
GRP
1181
Global Retirement Partners
California
– -$64K -1,225 Closed
AL
1182
ADE LLC
Maryland
– -$62K -1,200 Closed
MC
1183
Maverick Capital
Texas
– -$54K -1,039 Closed
UFF
1184
USA Financial Formulas
Michigan
– -$49K -953 Closed
RTL
1185
Red Tortoise LLC
Georgia
– -$9K -235 Closed
Twin Tree Management
1186
Twin Tree Management
Texas
– -$12K -232 Closed
Capstone Investment Advisors
1187
Capstone Investment Advisors
New York
– -$11K -220 Closed
AWA
1188
Arkadios Wealth Advisors
Georgia
– -$10K -199 Closed
RA
1189
Resolute Advisors
California
– -$9K -169 Closed
EWA
1190
Evolution Wealth Advisors
Florida
– -$8K -160 Closed
SSC
1191
Syverson Strege & Co
Iowa
– -$7K -136 Closed
SIAP
1192
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$7K -133 Closed
BMD
1193
Better Money Decisions
New Mexico
– -$6K -114 Closed
MWM
1194
Mascoma Wealth Management
New Hampshire
– -$5K -100 Closed
CB
1195
CNB Bank
Pennsylvania
– -$5K -96 Closed
DOA
1196
D'Orazio & Associates
Virginia
– -$4K -84 Closed
BAM
1197
Bellevue Asset Management
Washington
– -$4K -71 Closed
TLFA
1198
True Link Financial Advisors
California
– -$3K -54 Closed
APWA
1199
Atlas Private Wealth Advisors
New Jersey
– -$2K -42 Closed
FCAS
1200
First Command Advisory Services
Texas
– -$2K -31 Closed
44 45 46 47
48