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Bank of New York Mellon
BK

Overview Fund Activity

1,054 hedge funds and large institutions have $34.4B invested in Bank of New York Mellon in 2021 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 360 increasing their positions, 355 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+49
Holders Change %
+4.88%
% of All Funds
18.56%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
134
Increased
360
Reduced
355
Closed
78
Calls
$121M
Puts
$143M
Net Calls
-$22.6M
Net Calls Change
+$5.56M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$258M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
BlackRock
BlackRock
New York
+$150M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$130M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$464M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$378M
3
LP
Longview Partners
Guernsey
-$166M
4
Millennium Management
Millennium Management
New York
-$159M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
576
Wealthspire Advisors (New York)
New York
$718K +$372K +7,873 +108%
HPC
577
Hobart Private Capital
North Carolina
$717K +$124K +2,626 +21%
VNA
578
Valley National Advisers
Pennsylvania
$712K +$686K +14,519 +2,684%
AIC
579
Aurora Investment Counsel
Georgia
$710K -$10.4K -219 -1%
1IA
580
1834 Investment Advisors
Wisconsin
$709K – – –
GT
581
Greenleaf Trust
Michigan
$703K +$81.2K +1,718 +13%
FNB
582
Farmers National Bank
Kentucky
$702K -$130K -2,757 -16%
BFO
583
Boston Family Office
Massachusetts
$702K – – –
O
584
Ossiam
France
$701K -$1.93M -40,756 -73%
TAM
585
Tocqueville Asset Management
New York
$698K -$80.4K -1,700 -10%
RC
586
RegentAtlantic Capital
New Jersey
$693K -$27.9K -590 -4%
UCFA
587
United Capital Financial Advisors
Texas
$692K -$895K -18,927 -56%
AIL
588
AGF Investments LLC
Ontario, Canada
$687K -$199K -4,215 -22%
ASN
589
Advisory Services Network
Georgia
$672K +$134K +2,830 +25%
NICM
590
Neo Ivy Capital Management
New York
$666K +$666K +14,077 New
CL
591
CSS LLC
Illinois
$666K +$666K +14,088 New
MWM
592
Mission Wealth Management
California
$664K +$664K +14,049 New
BCM
593
Brookstone Capital Management
Illinois
$663K +$8.51K +180 +1%
AAS
594
Avantax Advisory Services
Texas
$662K +$31.2K +660 +5%
HAG
595
HighPoint Advisor Group
Illinois
$658K -$6.28K -129 -0.9%
SP
596
Symmetry Partners
Connecticut
$657K -$7.52K -159 -1%
JIC
597
Joel Isaacson & Co
New York
$657K – – –
SA
598
Sicart Associates
New York
$652K – – –
SMC
599
Smith, Moore & Co
Missouri
$649K +$649K +13,727 New
NA
600
NewEdge Advisors
Louisiana
$647K +$141K +2,983 +28%
22 23
24
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