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Bank of New York Mellon
BK

Overview Fund Activity

939 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 295 increasing their positions, 357 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
19.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
124
Increased
295
Reduced
357
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$242M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$145M
3
American Century Companies
American Century Companies
Missouri
+$126M
4
Man Group
Man Group
United Kingdom
+$108M
5
Ameriprise
Ameriprise
Minnesota
+$105M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$286M
2
NEAM
New England Asset Management
Connecticut
-$280M
3
TFM
Trian Fund Management
New York
-$206M
4
Citadel Advisors
Citadel Advisors
Florida
-$192M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
526
WealthTrust Axiom
Pennsylvania
$662K +$39 +1 +0%
EIA
527
Edgemoor Investment Advisors
Maryland
$661K -$77.3K -2,000 -10%
GFS
528
GYL Financial Synergies
Connecticut
$659K -$41.2K -1,066 -6%
Acadian Asset Management
529
Acadian Asset Management
Massachusetts
$648K +$648K +16,777 New
NA
530
NewEdge Advisors
Louisiana
$644K -$382K -9,885 -37%
SPC
531
Sigma Planning Corp
Michigan
$633K -$56.3K -1,458 -8%
WS
532
Wedbush Securities
California
$631K +$37.5K +970 +6%
SF
533
Synovus Financial
Georgia
$630K -$146K -3,764 -19%
JFL
534
Jarislowsky, Fraser Ltd
Quebec, Canada
$625K -$292K -7,560 -32%
CC
535
Courier Capital
New York
$622K +$187K +4,941 +43%
BMO
536
Beck Mack & Oliver
New York
$619K – – –
SEC
537
Seven Eight Capital
New York
$618K +$618K +16,000 New
FFA
538
First Foundation Advisors
California
$614K +$6.26K +162 +1%
AAS
539
Avantax Advisory Services
Texas
$611K +$127K +3,293 +26%
OAM
540
Oppenheimer Asset Management
New York
$609K +$86.9K +2,251 +17%
CCM
541
Compton Capital Management
Rhode Island
$602K -$57.1K -1,477 -9%
MCM
542
McRae Capital Management
New Jersey
$593K -$3.87K -100 -0.6%
VHAM
543
Van Hulzen Asset Management
California
$590K +$20.7K +536 +4%
GIM
544
Guardian Investment Management
California
$589K -$1.93K -50 -0.3%
1IA
545
1834 Investment Advisors
Wisconsin
$580K – – –
BCM
546
Brookstone Capital Management
Illinois
$580K +$43.9K +1,134 +8%
CA
547
Clearstead Advisors
Ohio
$574K – – –
MYAM
548
Meiji Yasuda Asset Management
Japan
$564K -$82.2K -2,126 -13%
IPW
549
Inlet Private Wealth
Florida
$564K – – –
JIC
550
Joel Isaacson & Co
New York
$549K – – –
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