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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 %
NG
501
Northstar Group
New York
$594K +$1.35K +40 +0.2%
ABC
502
Associated Banc-Corp
Wisconsin
$585K +$585K +17,375 New
CWM
503
Circle Wealth Management
New Jersey
$584K -$429K -13,097 -42%
Diamond Hill Capital Management
504
Diamond Hill Capital Management
Ohio
$580K +$17.7K +525 +3%
TCOO
505
Trust Company of Oklahoma
Oklahoma
$580K -$96.8K -2,873 -14%
WA
506
WealthTrust Axiom
Pennsylvania
$577K +$34 +1 +0%
DCM
507
Davis Capital Management
Florida
$577K +$577K +17,126 New
CCM
508
Compton Capital Management
Rhode Island
$574K -$17.7K -525 -3%
SA
509
Sicart Associates
New York
$573K +$67.4K +2,000 +13%
MYAM
510
Meiji Yasuda Asset Management
Japan
$563K -$224K -6,645 -28%
AI
511
Atria Investments
North Carolina
$559K +$195K +5,783 +53%
PIA
512
Piedmont Investment Advisors
North Carolina
$540K +$7.58K +225 +1%
BMO
513
Beck Mack & Oliver
New York
$539K – – –
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$536K -$17.2K -511 -3%
FFA
515
First Foundation Advisors
California
$530K -$40.1K -1,189 -7%
VIA
516
Vident Investment Advisory
Georgia
$526K -$26K -772 -5%
DADC
517
D.A. Davidson & Co
Montana
$520K -$79.2K -2,344 -13%
MCM
518
McRae Capital Management
New Jersey
$520K – – –
WS
519
Wedbush Securities
California
$517K -$130K -3,857 -20%
GIM
520
Guardian Investment Management
California
$514K +$16.8K +500 +3%
LCOV
521
London Company of Virginia
Virginia
$512K +$512K +15,204 New
1IA
522
1834 Investment Advisors
Wisconsin
$505K – – –
CA
523
Clearstead Advisors
Ohio
$500K – – –
VHAM
524
Van Hulzen Asset Management
California
$496K +$6.6K +196 +1%
TCOV
525
Trust Company of Vermont
Vermont
$492K -$395K -11,723 -45%
19 20
21
22 23