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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 %
SPC
576
Sigma Planning Corp
Michigan
$611K +$39.3K +890 +7%
CFA
577
Carroll Financial Associates
North Carolina
$605K -$45.1K -1,022 -7%
BP
578
Ballentine Partners
Massachusetts
$605K +$28K +635 +5%
TCM
579
Teza Capital Management
Illinois
$601K -$585K -13,253 -49%
SJIM
580
St. Johns Investment Management
Florida
$599K +$10K +227 +2%
HA
581
H2O AM
United Kingdom
$598K +$598K +15,635 New
FIG
582
FundX Investment Group
California
$597K – – –
CBU
583
CIBC Bank USA
Illinois
$595K -$12.4K -280 -2%
FIM
584
Fruth Investment Management
Texas
$593K – – –
JIC
585
Johnson Investment Counsel
Ohio
$584K -$90K -2,039 -13%
CC
586
ClearArc Capital
Ohio
$584K -$65.5K -1,485 -10%
WT
587
Whittier Trust
California
$575K – – –
PIA
588
Piedmont Investment Advisors
North Carolina
$574K -$1.82M -41,253 -76%
OIA
589
Optimum Investment Advisors
Illinois
$571K – – –
GFS
590
GYL Financial Synergies
Connecticut
$569K +$11.5K +261 +2%
VIA
591
Vident Investment Advisory
Georgia
$567K -$1.98M -44,751 -78%
HNB
592
Huntington National Bank
Ohio
$567K -$168K -3,809 -23%
HAIM
593
Hunter Associates Investment Management
Pennsylvania
$563K -$26.5K -600 -4%
EFS
594
Essex Financial Services
Connecticut
$561K -$55.3K -1,251 -9%
BG
595
Bahl & Gaynor
Ohio
$561K – – –
SKK
596
Shepherd Kaplan Krochuk
Massachusetts
$561K – – –
HCM
597
Hutchinson Capital Management
California
$561K – – –
PW
598
Price Wealth
Texas
$561K +$5.7K +129 +1%
BCM
599
Brookstone Capital Management
Illinois
$560K +$158K +3,588 +39%
CBTWT
600
Community Bank & Trust (Waco, Texas)
Texas
$558K -$98K -2,220 -15%
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