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Bank of New York Mellon
BK

Overview Fund Activity

939 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 295 increasing their positions, 357 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
19.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
124
Increased
295
Reduced
357
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$242M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$145M
3
American Century Companies
American Century Companies
Missouri
+$126M
4
Man Group
Man Group
United Kingdom
+$108M
5
Ameriprise
Ameriprise
Minnesota
+$105M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$286M
2
NEAM
New England Asset Management
Connecticut
-$280M
3
TFM
Trian Fund Management
New York
-$206M
4
Citadel Advisors
Citadel Advisors
Florida
-$192M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
601
Benjamin F. Edwards & Company
Missouri
$424K -$4.18K -108 -1%
LNC
602
Lincoln National Corp
Pennsylvania
$424K +$10.9K +283 +3%
HPC
603
Hobart Private Capital
North Carolina
$423K +$423K +10,947 New
NIT
604
NumerixS Investment Technologies
British Columbia, Canada
$423K +$423K +10,935 New
OIA
605
Optimum Investment Advisors
Illinois
$422K -$38.6K -1,000 -8%
EI
606
Ethic Inc
New York
$421K +$421K +10,882 New
AUB
607
Atlantic Union Bankshares
Virginia
$416K -$130K -3,350 -24%
PAS
608
Partnervest Advisory Services
California
$416K – – –
WT
609
Whittier Trust
California
$411K -$49.5K -1,280 -11%
KPW
610
Kore Private Wealth
New York
$411K -$38.3K -991 -9%
PA
611
Profund Advisors
Maryland
$410K -$8.65K -224 -2%
CG
612
Caprock Group
Idaho
$410K +$73.2K +1,892 +22%
ICM
613
Intrepid Capital Management
Florida
$409K -$78.5K -2,029 -16%
PI
614
Pettee Investors
Connecticut
$408K – – –
RCAMU
615
Rothschild & Co Asset Management US
Connecticut
$406K +$19.4K +501 +5%
DBIA
616
Dumont & Blake Investment Advisors
New Jersey
$405K -$7.23K -187 -2%
HCM
617
Hudson Capital Management
New Jersey
$400K – – –
S
618
Seeyond
France
$399K -$139K -3,581 -26%
AWM
619
Altium Wealth Management
New York
$399K +$52.2K +1,348 +15%
OWA
620
Outlook Wealth Advisors
Texas
$395K +$395K +10,226 New
ST
621
Sabal Trust
Florida
$394K – – –
TIA
622
Traphagen Investment Advisors
New Jersey
$393K – – –
CPA
623
Clear Perspective Advisors
Illinois
$392K -$28.8K -745 -7%
MF
624
Magnetar Financial
Illinois
$389K +$389K +10,072 New
RIM
625
Regent Investment Management
Kentucky
$387K +$387K +10,000 New
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25
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