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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 %
WSFS
551
Wilmington Savings Fund Society
Delaware
$419K -$40.1K -1,187 -9%
AAS
552
Avantax Advisory Services
Texas
$419K +$128K +3,827 +44%
EFS
553
Essex Financial Services
Connecticut
$416K -$7.04K -209 -2%
COF
554
Capital One Financial
Virginia
$416K +$416K +12,355 New
ASN
555
Advisory Services Network
Georgia
$415K +$163K +4,840 +65%
DWA
556
Douglass Winthrop Advisors
New York
$412K -$174K -5,163 -30%
FPB
557
First PREMIER Bank
South Dakota
$410K – – –
Eagle Capital Management (New York)
558
Eagle Capital Management (New York)
New York
$404K – – –
CC
559
Courier Capital
New York
$403K +$70 +2 +0%
HC
560
HNP Capital
New York
$403K +$403K +11,455 New
OIA
561
Optimum Investment Advisors
Illinois
$402K +$3.37K +100 +0.8%
WT
562
Whittier Trust
California
$401K -$10.9K -325 -3%
HNB
563
Huntington National Bank
Ohio
$395K -$28.2K -838 -7%
NB
564
NBT Bank
New York
$394K – – –
BRWA
565
B. Riley Wealth Advisors
Florida
$392K -$18.1K -535 -4%
KPW
566
Kore Private Wealth
New York
$392K +$30.8K +915 +9%
JCM
567
Jacobi Capital Management
Pennsylvania
$388K – – –
BOTW
568
Bank of the West
California
$381K -$19.7K -587 -5%
HAIM
569
Hunter Associates Investment Management
Pennsylvania
$381K -$3.37K -100 -0.9%
CS
570
Cannell & Spears
New York
$379K -$21.4K -636 -5%
ANRIA
571
American National Registered Investment Advisor
Texas
$379K – – –
ALAM
572
Asahi Life Asset Management
Japan
$377K +$377K +11,200 New
BFEC
573
Benjamin F. Edwards & Company
Missouri
$373K -$26.1K -776 -7%
Bank Julius Baer & Co
574
Bank Julius Baer & Co
Switzerland
$371K +$371K +11,032 New
CPA
575
Clear Perspective Advisors
Illinois
$367K -$3K -89 -0.8%
21 22
23
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