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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 %
SS
451
Simplicity Solutions
Minnesota
$940K -$186K -5,408 -17%
FMTC
452
Farmers & Merchants Trust Company
California
$936K -$74.5K -2,168 -7%
MFG
453
MidWestOne Financial Group
Iowa
$923K -$10.1K -295 -1%
HVIA
454
Hudson Valley Investment Advisors
New York
$919K -$23.3K -678 -2%
ATC
455
Argent Trust Co
Tennessee
$916K -$72.4K -2,107 -7%
TNA
456
True North Advisors
Texas
$899K – – –
ECM
457
Everence Capital Management
Indiana
$885K -$240K -7,000 -21%
VI
458
Vestcor Inc
New Brunswick, Canada
$884K +$292K +8,487 +49%
CI
459
Cigna Investments
Connecticut
$883K -$1.3M -37,795 -60%
AP
460
Advisor Partners
California
$881K -$123K -3,571 -12%
GCMG
461
Gyroscope Capital Management Group
Florida
$876K +$876K +25,522 New
Neuberger Berman Group
462
Neuberger Berman Group
New York
$861K -$87.8K -2,580 -9%
LS
463
Livforsakringsbolaget Skandia
Sweden
$845K – – –
CAM
464
Carret Asset Management
New York
$836K -$44.6K -1,300 -5%
AIM
465
Anchor Investment Management
South Carolina
$835K +$21.2K +616 +3%
KS
466
Karpas Strategies
Connecticut
$835K – – –
NB
467
Norinchukin Bank
Japan
$828K +$40.1K +1,168 +5%
FWCM
468
Ferguson Wellman Capital Management
Oregon
$810K -$46.6K -1,358 -5%
V
469
Veritable
Delaware
$802K +$7.35K +214 +0.9%
Los Angeles Capital Management
470
Los Angeles Capital Management
California
$798K -$151K -4,410 -16%
WB
471
WesBanco Bank
West Virginia
$788K +$18.9K +550 +2%
NICM
472
Neo Ivy Capital Management
New York
$785K +$785K +22,860 New
SWP
473
Stratos Wealth Partners
Ohio
$783K -$194K -5,664 -20%
LBC
474
Lowe Brockenbrough & Co
Virginia
$781K -$11.7K -340 -1%
JIC
475
Johnson Investment Counsel
Ohio
$780K -$27K -788 -3%
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