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Bank of New York Mellon
BK

Overview Fund Activity

1,276 hedge funds and large institutions have $43.3B invested in Bank of New York Mellon in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 427 increasing their positions, 475 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+36
Holders Change %
+2.9%
% of All Funds
18.46%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.29%
New
137
Increased
427
Reduced
475
Closed
85
Calls
$294M
Puts
$186M
Net Calls
+$108M
Net Calls Change
+$67.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$234M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$476M
4
BlackRock
4
BlackRock
New York
$4.72B
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$274M

Top Sellers

1
Dodge & Cox
1
Dodge & Cox
California
$3.49B
2
Citadel Advisors
2
Citadel Advisors
Florida
$32M
3
Amundi
3
Amundi
France
$513M
4
DSA
4
Davis Selected Advisers
Arizona
$386M
5
American Century Companies
5
American Century Companies
Missouri
$470M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1251
Salem Investment Counselors
North Carolina
$2.95K – – –
HWP
1252
Highline Wealth Partners
California
$2.95K +$1.44K +20 +95%
TFM
1253
TFC Financial Management
Massachusetts
$2.59K – – –
CCMI
1254
Creative Capital Management Investments
California
$2.59K – – –
PPC
1255
Park Place Capital
Alabama
$2.44K – – –
FMP
1256
Financial Management Professionals
Texas
$2K – – –
CA
1257
Centerpoint Advisors
Massachusetts
$2K – – –
W
1258
WealthCollab
Washington
$1.8K – – –
RAM
1259
Riggs Asset Management
Pennsylvania
$1.65K – – –
CAC
1260
Core Alternative Capital
Georgia
$1.58K – – –
UCI
1261
Uncommon Cents Investing
Wisconsin
$1.58K +$1.58K +22 New
NL
1262
NVWM LLC
Pennsylvania
$1.37K – – –
CA
1263
Claris Advisors
Missouri
$1.29K +$1.29K +18 New
RTC
1264
Riverview Trust Company
Washington
$1.22K +$1.22K +17 New
JFG
1265
JDM Financial Group
Texas
$1.22K +$1.22K +17 New
CFS
1266
CGC Financial Services
Oregon
$1.08K – – –
TCA
1267
Trifecta Capital Advisors
Illinois
$1.08K – – –
WA
1268
WestEnd Advisors
North Carolina
$1.01K +$72 +1 +8%
CHA
1269
Carmichael Hill & Associates
Maryland
$941 – – –
FNWA
1270
Financial Network Wealth Advisors
Utah
$862 +$862 +12 New
RS
1271
Rakuten Securities
Japan
$790 +$718 +10 +1,000%
CA
1272
Crewe Advisors
Utah
$504 -$1.8K -25 -78%
Walleye Trading
1273
Walleye Trading
New York
$503 – – –
RWM
1274
Reston Wealth Management
Virginia
$287 +$287 +4 New
CT
1275
Coastline Trust
Rhode Island
$144 +$144 +2 New
49 50
51
52 53