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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 %
SPIA
576
Steward Partners Investment Advisory
New York
$436K +$5.57K +162 +1%
DWA
577
Douglass Winthrop Advisors
New York
$433K +$12.9K +377 +3%
AIP
578
Ameritas Investment Partners
Nebraska
$432K -$33.3K -968 -7%
JCM
579
Jacobi Capital Management
Pennsylvania
$431K +$34.9K +1,015 +9%
MYLI
580
Meiji Yasuda Life Insurance
Japan
$429K +$30.7K +896 +8%
CI
581
Conning Inc
Connecticut
$423K -$5.12K -149 -1%
GWM
582
Geneos Wealth Management
Colorado
$421K +$77.1K +2,309 +22%
FPB
583
First PREMIER Bank
South Dakota
$418K – – –
HAG
584
HighPoint Advisor Group
Illinois
$416K -$5.62K -158 -1%
Eagle Capital Management (New York)
585
Eagle Capital Management (New York)
New York
$412K – – –
AIM
586
Aigen Investment Management
New York
$408K +$408K +11,880 New
COF
587
Capital One Financial
Virginia
$404K – – –
KPW
588
Kore Private Wealth
New York
$402K +$36.5K +1,063 +10%
BRWA
589
B. Riley Wealth Advisors
Florida
$401K -$30.2K -878 -7%
NB
590
NBT Bank
New York
$400K -$2.51K -73 -0.6%
HPC
591
Hobart Private Capital
North Carolina
$399K +$23.4K +680 +6%
SLF
592
Sun Life Financial
Ontario, Canada
$398K +$398K +11,598 New
BG
593
Bahl & Gaynor
Ohio
$388K – – –
OAM
594
Optimal Asset Management
California
$388K +$388K +11,301 New
HPC
595
HM Payson & Co
Maine
$387K -$13.7K -400 -3%
CS
596
Cannell & Spears
New York
$387K – – –
HAIM
597
Hunter Associates Investment Management
Pennsylvania
$386K – – –
ANRIA
598
American National Registered Investment Advisor
Texas
$386K – – –
JFL
599
Jarislowsky, Fraser Ltd
Quebec, Canada
$385K -$169K -4,943 -31%
BFEC
600
Benjamin F. Edwards & Company
Missouri
$385K +$8.18K +238 +2%
22 23
24
25 26