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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 %
MAM
626
Meeder Asset Management
Ohio
$342K +$7.36K +214 +2%
WA
627
Wealth Alliance
New York
$334K +$44K +1,282 +15%
MHC
628
Meyer Handelman Company
New York
$333K – – –
EFS
629
Essex Financial Services
Connecticut
$333K +$128K +3,732 +63%
WT
630
Whittier Trust
California
$326K -$38.9K -1,133 -11%
CCM
631
Covington Capital Management
California
$325K – – –
PWLP
632
Prio Wealth Limited Partnership
Massachusetts
$321K – – –
DWT
633
Dorsey & Whitney Trust
South Dakota
$319K -$16K -468 -5%
AI
634
Accredited Investors
Minnesota
$318K -$69 -2 -0%
TC
635
Trust Company
Kansas
$316K +$8.78K +256 +3%
PGFC
636
Peapack-Gladstone Financial Corp
New Jersey
$315K – – –
WTC
637
WhitTier Trust Company
Nevada
$313K -$24K -700 -7%
AC
638
Apella Capital
Connecticut
$310K – – –
WWM
639
Western Wealth Management
Colorado
$309K +$11.4K +331 +4%
MCM
640
Marathon Capital Management
Maryland
$308K -$23.7K -690 -7%
RCAG
641
Rehmann Capital Advisory Group
Michigan
$307K +$893 +26 +0.3%
BBA
642
BLB&B Advisors
Pennsylvania
$300K +$2.58K +75 +0.9%
ACS
643
Archford Capital Strategies
Illinois
$296K -$9.31K -271 -3%
TTWM
644
TCV Trust & Wealth Management
Virginia
$292K – – –
HI
645
Hendershot Investments
Virginia
$291K +$6.87K +200 +2%
DA
646
Duality Advisers
Florida
$288K -$1.17M -34,217 -80%
VIM
647
Veritas Investment Management
United Kingdom
$288K – – –
EBSAM
648
Eubel Brady & Suttman Asset Management
Ohio
$285K +$3.61K +105 +1%
AWM
649
Apollon Wealth Management
South Carolina
$284K +$5.25K +153 +2%
BIA
650
Biondo Investment Advisors
Pennsylvania
$283K +$283K +8,229 New
24 25
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