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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
+$272M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.5M
3
JAM
Jupiter Asset Management
United Kingdom
+$64M
4
LP
Longview Partners
Guernsey
+$52.8M
5
Artisan Partners
Artisan Partners
Wisconsin
+$50.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$233M
2
TFM
Trian Fund Management
New York
-$169M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$87.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$54.1M
5
Ameriprise
Ameriprise
Minnesota
-$52.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
401
Poehling Capital Management
Wisconsin
$1.34M -$5.15K -150 -0.4%
BF
402
BOK Financial
Oklahoma
$1.33M -$78.5K -2,286 -6%
TCM
403
Teza Capital Management
Illinois
$1.33M +$1.33M +38,624 New
CCM
404
Cohen Capital Management
California
$1.32M – – –
CB
405
Commerce Bank
Missouri
$1.31M +$163K +4,751 +14%
RFC
406
Regions Financial Corp
Alabama
$1.31M -$14.8K -431 -1%
PI
407
PFS Investments
Georgia
$1.3M +$296K +8,611 +29%
AIL
408
AGF Investments LLC
Ontario, Canada
$1.28M +$164K +4,788 +15%
GC
409
Guggenheim Capital
Illinois
$1.28M +$35.4K +1,032 +3%
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$1.27M -$8.52K -248 -0.7%
SAM
411
Shell Asset Management
Netherlands
$1.27M +$17.1K +497 +1%
ETI
412
Enterprise Trust & Investment
California
$1.25M -$3.43K -100 -0.3%
FC
413
Forte Capital
New York
$1.23M -$74K -2,153 -6%
Point72 Asset Management
414
Point72 Asset Management
Connecticut
$1.21M -$11.3M -330,208 -90%
Edgewood Management
415
Edgewood Management
Connecticut
$1.21M -$102K -2,976 -8%
KFP
416
KMG Fiduciary Partners
Ohio
$1.2M +$1.2M +35,070 New
IWA
417
Intercontinental Wealth Advisors
Texas
$1.2M +$21.4K +623 +2%
RBA
418
Richard Bernstein Advisors
New York
$1.19M – – –
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$1.19M -$201K -5,864 -14%
Luther King Capital Management (LKCM)
420
Luther King Capital Management (LKCM)
Texas
$1.17M +$63.9K +1,860 +6%
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$1.16M -$164K -4,787 -12%
PSUF
422
People's United Financial
Connecticut
$1.14M -$106K -3,081 -9%
X
423
Xponance
Pennsylvania
$1.14M +$12.7K +370 +1%
AWM
424
AE Wealth Management
Kansas
$1.14M -$872K -25,391 -43%
VFA
425
Voya Financial Advisors
Connecticut
$1.13M -$19K -560 -2%
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