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Bank of New York Mellon
BK

Overview Fund Activity

894 hedge funds and large institutions have $24.7B invested in Bank of New York Mellon in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 277 increasing their positions, 381 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-166
Holders Change %
-15.66%
% of All Funds
19.75%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
76
Increased
277
Reduced
381
Closed
224
Calls
$40.2M
Puts
$80.5M
Net Calls
-$40.3M
Net Calls Change
-$3.98M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$516M
2
American Century Companies
American Century Companies
Missouri
+$96.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$88.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$62.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$447M
2
Capital International Investors
Capital International Investors
California
-$195M
3
Millennium Management
Millennium Management
New York
-$138M
4
Goldman Sachs
Goldman Sachs
New York
-$106M
5
TFM
Trian Fund Management
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$934K +$13.9K +424 +2%
HVIA
427
Hudson Valley Investment Advisors
New York
$933K -$410K -12,183 -31%
DHFB
428
Dixon Hubard Feinour & Brown
Virginia
$925K -$8.42K -250 -0.9%
MFG
429
MidWestOne Financial Group
Iowa
$922K -$16.4K -488 -2%
BL
430
BFSG LLC
California
$919K – – –
Capstone Investment Advisors
431
Capstone Investment Advisors
New York
$911K +$348K +10,344 +62%
LIA
432
LS Investment Advisors
Michigan
$906K -$374K -11,102 -29%
CAM
433
Carret Asset Management
New York
$904K -$129K -3,834 -12%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$904K -$85.7K -2,546 -9%
ATC
435
Argent Trust Co
Tennessee
$902K +$15.1K +448 +2%
NA
436
NewEdge Advisors
Louisiana
$895K +$313K +9,292 +54%
MC
437
Moors & Cabot
Massachusetts
$884K -$228K -6,753 -20%
CIBC Private Wealth Group
438
CIBC Private Wealth Group
Georgia
$877K -$326K -9,671 -27%
KRSITF
439
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$857K +$187K +5,562 +28%
CLOS
440
Compagnie Lombard Odier SCmA
Switzerland
$846K -$282K -8,377 -25%
FWCM
441
Ferguson Wellman Capital Management
Oregon
$846K -$26.6K -790 -3%
CAN
442
Cetera Advisor Networks
California
$843K -$55.5K -1,648 -6%
CIS
443
Capital International Sarl
California
$836K +$836K +24,829 New
NB
444
Norinchukin Bank
Japan
$833K -$877K -26,035 -51%
V
445
Veritable
Delaware
$832K -$252K -7,480 -23%
LS
446
Livforsakringsbolaget Skandia
Sweden
$828K +$87.6K +2,600 +12%
IWA
447
Intercontinental Wealth Advisors
Texas
$828K +$828K +24,570 New
AC
448
Allstate Corporation
Illinois
$827K +$486K +14,445 +143%
LAIC
449
Lederer & Associates Investment Counsel
California
$822K -$27K -800 -3%
KS
450
Karpas Strategies
Connecticut
$819K – – –
16 17
18
19 20