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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 %
LNC
601
Lincoln National Corp
Pennsylvania
$383K +$7.5K +219 +2%
SPC
602
Sigma Planning Corp
Michigan
$382K -$180K -5,252 -32%
VIA
603
Vident Investment Advisory
Georgia
$380K -$14.3K -416 -4%
Bank Julius Baer & Co
604
Bank Julius Baer & Co
Switzerland
$378K -$549 -16 -0.1%
CG
605
Caprock Group
Idaho
$375K +$11.1K +322 +3%
OWA
606
Outlook Wealth Advisors
Texas
$375K +$24.3K +708 +7%
AUB
607
Atlantic Union Bankshares
Virginia
$374K +$5.18K +151 +1%
WSFS
608
Wilmington Savings Fund Society
Delaware
$372K -$18.8K -545 -5%
RCAMU
609
Rothschild & Co Asset Management US
Connecticut
$372K +$11.3K +328 +3%
ASN
610
Advisory Services Network
Georgia
$372K +$141K +4,114 +61%
PAS
611
Partnervest Advisory Services
California
$370K – – –
VanEck Associates
612
VanEck Associates
New York
$370K +$370K +10,770 New
HNB
613
Huntington National Bank
Ohio
$364K -$27.4K -796 -7%
PI
614
Pettee Investors
Connecticut
$363K – – –
KFA
615
Krane Funds Advisors
New York
$361K +$361K +10,509 New
NG
616
Northstar Group
New York
$357K -$115K -3,341 -24%
IA
617
IFG Advisory
Georgia
$355K +$48.4K +1,414 +16%
DBIA
618
Dumont & Blake Investment Advisors
New Jersey
$350K -$9.3K -271 -3%
ST
619
Sabal Trust
Florida
$350K – – –
CNC
620
Canandaigua National Corp
New York
$350K +$58.8K +1,712 +20%
PA
621
Profund Advisors
Maryland
$349K -$15.9K -462 -4%
GIA
622
Gateway Investment Advisers
Ohio
$348K -$51.2K -1,490 -13%
AWM
623
Altium Wealth Management
New York
$348K -$6.32K -184 -2%
DT
624
Diversified Trust
Tennessee
$345K -$40K -1,163 -10%
RIM
625
Regent Investment Management
Kentucky
$343K – – –
23 24
25
26 27