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Bank of New York Mellon
BK

Overview Fund Activity

1,240 hedge funds and large institutions have $37.5B invested in Bank of New York Mellon in 2024 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 446 increasing their positions, 448 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,240
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
18.04%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
104
Increased
446
Reduced
448
Closed
90
Calls
$205M
Puts
$164M
Net Calls
+$40.9M
Net Calls Change
-$25.4M

Top Buyers

1
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$188M
2
Citadel Advisors
Citadel Advisors
Florida
$205M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$105M
4
Marshall Wace
Marshall Wace
United Kingdom
$158M
5
Deutsche Bank
Deutsche Bank
Germany
$217M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
$8.62M
2
DSA
Davis Selected Advisers
Arizona
$446M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$648M
4
Millennium Management
Millennium Management
New York
$30.4M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
1201
Bogart Wealth LLC
Virginia
$4.85K – – –
BCPWM
1202
Bradley & Co Private Wealth Management
Florida
$4.25K – – –
TAM
1203
Tucker Asset Management
Colorado
$4.19K – – –
DF
1204
Dunhill Financial
United Kingdom
$4.03K +$60 +1 +2%
FW
1205
Fairway Wealth
Ohio
$3.83K +$3.83K +64 New
PA
1206
Pineridge Advisors
Missouri
$3.77K – – –
Kayne Anderson Rudnick Investment Management
1207
Kayne Anderson Rudnick Investment Management
California
$3.62K +$1.33K +22 +58%
RWA
1208
Redmont Wealth Advisors
Illinois
$3.35K – – –
ETS
1209
ESL Trust Services
New York
$3.17K +$3.17K +53 New
RWM
1210
Ruedi Wealth Management
Illinois
$3.11K +$3.11K +52 New
SC
1211
SouthState Corp
Florida
$2.82K +$2.82K +47 New
SA
1212
Scarborough Advisors
Maryland
$2.77K – – –
CFD
1213
Creative Financial Designs
Indiana
$2.52K – – –
SIC
1214
Salem Investment Counselors
North Carolina
$2.46K -$4.55K -76 -65%
PO
1215
Private Ocean
California
$2.4K +$2.4K +40 New
TFM
1216
TFC Financial Management
Massachusetts
$2.16K – – –
CCMI
1217
Creative Capital Management Investments
California
$2.16K – – –
LIA
1218
Lynx Investment Advisory
District of Columbia
$2.16K +$2.16K +36 New
ECM
1219
Everence Capital Management
Indiana
$2.15K – – –
PPC
1220
Park Place Capital
Alabama
$2.04K – – –
CA
1221
Centerpoint Advisors
Massachusetts
$2K – – –
CA
1222
Crewe Advisors
Utah
$1.92K +$1.92K +32 New
RFG
1223
RFP Financial Group
Georgia
$1.86K -$240 -4 -11%
SAG
1224
Spotlight Asset Group
Illinois
$1.74K – – –
TWP
1225
Triad Wealth Partners
Kansas
$1.68K +$1.68K +28 New
47 48
49
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