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Bank of New York Mellon
BK

Overview Fund Activity

1,000 hedge funds and large institutions have $34.7B invested in Bank of New York Mellon in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 441 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
-71
Holders Change %
-6.63%
% of All Funds
21.75%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.26%
New
71
Increased
295
Reduced
441
Closed
130
Calls
$83.6M
Puts
$157M
Net Calls
-$73.8M
Net Calls Change
-$67.2M

Top Buyers

1
LP
Longview Partners
Guernsey
+$279M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$188M
3
Citadel Advisors
Citadel Advisors
Florida
+$164M
4
Capital International Investors
Capital International Investors
California
+$105M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$83.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$632M
2
ClearBridge Investments
ClearBridge Investments
New York
-$275M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
4
Dodge & Cox
Dodge & Cox
California
-$164M
5
A
AustralianSuper
Australia
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
526
American Research & Management Company
Massachusetts
$809K – – –
CC
527
Cadinha & Co
Hawaii
$792K – – –
LBC
528
Lowe Brockenbrough & Co
Virginia
$791K +$309K +7,006 +64%
BEAM
529
Baker Ellis Asset Management
Washington
$786K -$22.1K -500 -3%
SPIA
530
Steward Partners Investment Advisory
New York
$786K +$9.75K +221 +1%
NA
531
NewEdge Advisors
Louisiana
$786K +$35K +792 +5%
RIM
532
Redpoint Investment Management
Australia
$783K -$97.7K -2,214 -11%
Truist Financial
533
Truist Financial
North Carolina
$782K -$138K -3,121 -15%
SF
534
Synovus Financial
Georgia
$780K +$68.7K +1,560 +10%
CCM
535
Compton Capital Management
Rhode Island
$779K +$46.4K +1,050 +6%
Mackenzie Financial
536
Mackenzie Financial
Ontario, Canada
$774K -$9.05M -204,957 -92%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$771K -$61.9K -1,402 -7%
WC
538
Whitnell & Co
Illinois
$767K – – –
1IA
539
1834 Investment Advisors
Wisconsin
$760K – – –
WA
540
WealthTrust Axiom
Pennsylvania
$756K – – –
ECG
541
Edge Capital Group
Georgia
$747K +$6.09K +138 +0.8%
BFO
542
Boston Family Office
Massachusetts
$738K +$1.1K +25 +0.1%
SAM
543
Seelaus Asset Management
New Jersey
$737K -$212K -4,800 -22%
NICM
544
Neo Ivy Capital Management
New York
$724K -$537K -12,167 -43%
AAM
545
Advisors Asset Management
Colorado
$719K -$57.4K -1,299 -7%
NIT
546
NumerixS Investment Technologies
British Columbia, Canada
$718K -$1.25M -28,347 -64%
HPC
547
HM Payson & Co
Maine
$713K +$1.55K +35 +0.2%
IA
548
IFG Advisory
Georgia
$704K +$96.9K +2,197 +16%
DWA
549
Douglass Winthrop Advisors
New York
$702K -$39.7K -900 -5%
WPW
550
Winthrop Partners - WNY
New York
$687K +$6.4K +145 +0.9%
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