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Bank of New York Mellon
BK

Overview Fund Activity

914 hedge funds and large institutions have $25.4B invested in Bank of New York Mellon in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 305 increasing their positions, 354 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-25
Holders Change %
-2.66%
% of All Funds
18.49%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.3%
New
82
Increased
305
Reduced
354
Closed
98
Calls
$103M
Puts
$126M
Net Calls
-$23.1M
Net Calls Change
-$6.68M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$622M
3
JAM
Jupiter Asset Management
United Kingdom
$64M
4
LP
Longview Partners
Guernsey
$984M
5
Artisan Partners
Artisan Partners
Wisconsin
$568M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$407M
2
TFM
Trian Fund Management
New York
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$424M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27.3M
5
Ameriprise
Ameriprise
Minnesota
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
351
Carillon Tower Advisers
Florida
$1.9M -$82.4K -2,400 -4%
WAOTB
352
Wealth Advisors of Tampa Bay
Florida
$1.9M +$51.1K +1,488 +3%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$1.9M -$422K -12,298 -18%
BAMF
354
BI Asset Management Fondsmaeglerselskab
Denmark
$1.9M +$817K +23,801 +76%
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$1.87M +$206K +6,004 +12%
CIP
356
Convergence Investment Partners
Florida
$1.85M +$1.85M +53,779 New
CHC
357
City Holding Co
West Virginia
$1.83M -$40.5K -1,180 -2%
DFA
358
Delta Financial Advisors
Louisiana
$1.79M -$62.4K -1,816 -3%
NMERB
359
New Mexico Educational Retirement Board
New Mexico
$1.77M -$165K -4,800 -9%
SMDAM
360
Sumitomo Mitsui DS Asset Management
Japan
$1.75M +$19.6K +571 +1%
CWM
361
Concentric Wealth Management
California
$1.75M +$2.92K +85 +0.2%
KWA
362
KCS Wealth Advisory
California
$1.74M +$8.03K +234 +0.5%
NMIMC
363
Northwestern Mutual Investment Management Company
Wisconsin
$1.71M – – –
DY
364
Dowling & Yahnke
California
$1.71M -$81.5K -2,373 -5%
CAM
365
Cubic Asset Management
Massachusetts
$1.7M -$36.1K -1,050 -2%
AF
366
Advisornet Financial
Minnesota
$1.68M +$132K +3,853 +9%
QOP
367
Quinn Opportunity Partners
Virginia
$1.67M – – –
PHS
368
Pekin Hardy Strauss
Illinois
$1.66M -$116K -3,375 -7%
CG
369
Colony Group
Massachusetts
$1.65M +$16.4K +477 +1%
Wolverine Trading
370
Wolverine Trading
Illinois
$1.64M +$833K +24,592 +104%
Daiwa Securities Group
371
Daiwa Securities Group
Japan
$1.63M -$328K -9,537 -17%
NIC
372
Northwest Investment Counselors
Oregon
$1.63M +$34.8K +1,013 +2%
KRS
373
Kentucky Retirement Systems
Kentucky
$1.63M +$87.6K +2,550 +6%
HCM
374
Highlander Capital Management
New Jersey
$1.62M +$18.5K +538 +1%
PAG
375
Private Advisor Group
New Jersey
$1.6M +$26.8K +744 +2%
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