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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 %
WA
526
WealthTrust Axiom
Pennsylvania
$588K +$34 +1 +0%
EIA
527
Edgemoor Investment Advisors
Maryland
$587K – – –
LOAMS
528
Lombard Odier Asset Management (Switzerland)
Switzerland
$579K +$579K +16,849 New
Wealthfront Advisers
529
Wealthfront Advisers
California
$570K -$271K -7,887 -32%
CC
530
Courier Capital
New York
$565K -$10.5K -298 -2%
WS
531
Wedbush Securities
California
$554K -$6.49K -189 -1%
TAM
532
Tocqueville Asset Management
New York
$553K -$9.09M -264,500 -94%
Tudor Investment Corp
533
Tudor Investment Corp
Connecticut
$552K +$552K +16,066 New
S
534
Seeyond
France
$551K +$197K +5,736 +56%
BMO
535
Beck Mack & Oliver
New York
$550K – – –
RC
536
RegentAtlantic Capital
New Jersey
$547K +$124K +3,622 +29%
NA
537
NewEdge Advisors
Louisiana
$546K -$26.5K -771 -5%
CCM
538
Compton Capital Management
Rhode Island
$543K +$8.58K +250 +2%
OAM
539
Oppenheimer Asset Management
New York
$540K -$789 -23 -0.1%
Acadian Asset Management
540
Acadian Asset Management
Massachusetts
$529K -$46.6K -1,359 -8%
BCV
541
Banque Cantonale Vaudoise
Switzerland
$528K -$392K -11,400 -43%
MCM
542
McRae Capital Management
New Jersey
$527K – – –
VHAM
543
Van Hulzen Asset Management
California
$524K – – –
GIM
544
Guardian Investment Management
California
$523K – – –
1IA
545
1834 Investment Advisors
Wisconsin
$515K – – –
FB
546
Fulton Bank
Pennsylvania
$511K -$143K -4,150 -22%
E
547
Ergoteles
New York
$511K +$511K +14,879 New
CA
548
Clearstead Advisors
Ohio
$510K – – –
AII
549
AGF Investments Inc
Ontario, Canada
$505K +$127K +3,709 +34%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K +$269K +7,812 +115%
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