BK icon

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 %
CAN
476
Cetera Advisor Networks
California
$774K +$49.6K +1,443 +7%
CIBC Private Wealth Group
477
CIBC Private Wealth Group
Georgia
$768K -$111K -3,230 -13%
JCIA
478
Jackson Creek Investment Advisors
Colorado
$763K +$763K +22,233 New
RIM
479
Redpoint Investment Management
Australia
$746K -$561K -16,320 -43%
FAAS
480
First Allied Advisory Services
California
$742K +$45.5K +1,326 +7%
PCM
481
Parsons Capital Management
Rhode Island
$732K -$7.56K -220 -1%
KRSITF
482
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$732K +$51.3K +1,493 +8%
III
483
Independent Investors Inc
New York
$728K – – –
FA
484
FDx Advisors
Illinois
$717K -$34.2K -995 -5%
AAS
485
Avantax Advisory Services
Texas
$713K +$172K +5,014 +32%
FWIA
486
Fort Washington Investment Advisors
Ohio
$712K -$52.6K -1,530 -7%
BIAS
487
Beacon Investment Advisory Services
New Jersey
$711K – – –
CBB
488
Citizens Business Bank
California
$704K – – –
BFS
489
Bradley Foster & Sargent
Connecticut
$699K +$699K +20,361 New
BFG
490
Beacon Financial Group
Texas
$689K -$26.1K -760 -4%
MYIA
491
Mount Yale Investment Advisors
Colorado
$686K +$686K +19,965 New
CFB
492
Cullen/Frost Bankers
Texas
$681K -$262K -7,617 -28%
GFS
493
GYL Financial Synergies
Connecticut
$676K +$91.1K +2,656 +16%
BCCM
494
Bridge Creek Capital Management
Massachusetts
$671K -$28.9K -842 -4%
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$669K – – –
MME
496
Meag Munich Ergo
Germany
$667K +$172 +5 +0%
HT
497
HAP Trading
New York
$667K +$667K +19,430 New
GIA
498
Guyasuta Investment Advisors
Pennsylvania
$664K -$18.9K -550 -3%
BUB
499
BBVA USA Bancshares
Texas
$660K -$233K -6,647 -26%
FNFDCM
500
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$658K – – –
18 19
20
21 22