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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 %
IPW
551
Inlet Private Wealth
Florida
$501K – – –
JIC
552
Joel Isaacson & Co
New York
$488K – – –
SFA
553
Semmax Financial Advisors
North Carolina
$487K +$53.8K +1,565 +12%
LCM
554
Leisure Capital Management
California
$486K +$3.68K +107 +0.8%
FFA
555
First Foundation Advisors
California
$484K -$61.3K -1,786 -11%
SP
556
Symmetry Partners
Connecticut
$481K +$481K +14,012 New
SPC
557
Stewart & Patten Company
California
$480K -$187K -5,436 -28%
FMWA
558
Forvis Mazars Wealth Advisors
Missouri
$476K +$26.6K +776 +6%
SW
559
SVB Wealth
Massachusetts
$476K +$94.2K +2,744 +25%
SA
560
Sicart Associates
New York
$473K – – –
BCM
561
Brookstone Capital Management
Illinois
$472K -$42.6K -1,241 -8%
EI
562
Ethic Inc
New York
$469K +$95K +2,765 +25%
EH
563
Employers Holdings
Nevada
$467K -$215K -6,250 -32%
MC
564
Maverick Capital
Texas
$465K -$198K -5,763 -30%
MCM
565
Manchester Capital Management
Vermont
$465K +$927 +27 +0.2%
TCOO
566
Trust Company of Oklahoma
Oklahoma
$461K +$461K +13,417 New
TCOV
567
Trust Company of Vermont
Vermont
$459K -$1.92K -56 -0.4%
FIM
568
Fruth Investment Management
Texas
$456K – – –
BFM
569
Boston Financial Management
Massachusetts
$448K -$5.15K -150 -1%
TU
570
TDAM USA
Ontario, Canada
$444K +$7.66K +223 +2%
SF
571
Synovus Financial
Georgia
$440K -$119K -3,455 -21%
AT
572
Arden Trust
Delaware
$440K -$962 -28 -0.2%
GT
573
Greenleaf Trust
Michigan
$440K +$12.5K +364 +3%
BFO
574
Boston Family Office
Massachusetts
$437K – – –
HCM
575
Hutchinson Capital Management
California
$436K – – –
21 22
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