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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 %
BUB
601
BBVA USA Bancshares
Texas
$644K -$80.5K -1,703 -11%
EH
602
Employers Holdings
Nevada
$643K – – –
SFS
603
Sowell Financial Services
Arkansas
$642K +$343K +6,605 +115%
FFA
604
First Foundation Advisors
California
$639K +$8.32K +176 +1%
MHS
605
M Holdings Securities
Oregon
$633K +$633K +13,391 New
FIM
606
Fruth Investment Management
Texas
$628K – – –
LNC
607
Lincoln National Corp
Pennsylvania
$619K -$130K -2,756 -17%
SPIA
608
Steward Partners Investment Advisory
New York
$612K +$65.1K +1,376 +12%
CA
609
Clearstead Advisors
Ohio
$612K -$89.9K -1,900 -13%
LIM
610
Longfellow Investment Management
Massachusetts
$606K -$90.2K -1,906 -13%
NERM
611
New England Research & Management
Illinois
$603K +$603K +12,750 New
HCM
612
Hutchinson Capital Management
California
$600K – – –
JCM
613
Jacobi Capital Management
Pennsylvania
$594K -$8.98K -190 -1%
HWA
614
Heritage Wealth Advisors
Virginia
$589K – – –
KPW
615
Kore Private Wealth
New York
$586K +$29.4K +623 +5%
SF
616
Synovus Financial
Georgia
$585K +$2.21K +47 +0.4%
PA
617
Profund Advisors
Maryland
$582K +$105K +2,230 +22%
FPB
618
First PREMIER Bank
South Dakota
$576K – – –
PWP
619
Principle Wealth Partners
Connecticut
$572K – – –
FBC
620
Fairfield, Bush & Co
Connecticut
$572K +$284K +6,000 +98%
Acadian Asset Management
621
Acadian Asset Management
Massachusetts
$567K -$131K -2,768 -19%
Eagle Capital Management (New York)
622
Eagle Capital Management (New York)
New York
$567K – – –
CG
623
Caprock Group
Idaho
$567K +$65.1K +1,376 +13%
CIC
624
Crawford Investment Counsel
Georgia
$564K -$38.8K -821 -6%
SWM
625
Spire Wealth Management
Virginia
$557K +$557K +11,765 New
23 24
25
26 27