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Bank of New York Mellon
BK

Overview Fund Activity

894 hedge funds and large institutions have $24.7B invested in Bank of New York Mellon in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 277 increasing their positions, 381 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-166
Holders Change %
-15.66%
% of All Funds
19.75%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
76
Increased
277
Reduced
381
Closed
224
Calls
$40.2M
Puts
$80.5M
Net Calls
-$40.3M
Net Calls Change
-$3.98M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$516M
2
American Century Companies
American Century Companies
Missouri
+$96.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$88.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$62.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$447M
2
Capital International Investors
Capital International Investors
California
-$195M
3
Millennium Management
Millennium Management
New York
-$138M
4
Goldman Sachs
Goldman Sachs
New York
-$106M
5
TFM
Trian Fund Management
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
651
Cerity Partners OCIO
New York
$242K -$13.6K -405 -5%
CCP
652
Corient Capital Partners
California
$240K +$39.8K +1,185 +20%
SBSB
653
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K -$1.48K -44 -0.6%
LOAME
654
Lombard Odier Asset Management (Europe)
United Kingdom
$236K -$66K -1,957 -22%
BLAM
655
Bourne Lent Asset Management
New York
$236K – – –
ECM
656
ExodusPoint Capital Management
New York
$235K -$1.61M -47,647 -87%
LJAC
657
L.J. Altfest & Co
New York
$233K -$127K -3,776 -35%
FCFC
658
First Commonwealth Financial Corp
Pennsylvania
$233K – – –
WPW
659
Waldron Private Wealth
Pennsylvania
$233K +$37.2K +1,106 +19%
XM
660
XTX Markets
New York
$233K +$233K +6,915 New
TC
661
Trust Company
Kansas
$232K +$227K +6,750 +4,500%
YWP
662
YorkBridge Wealth Partners
New York
$231K – – –
GLA
663
Great Lakes Advisors
Illinois
$231K +$231K +6,873 New
FNBT
664
FineMark National Bank & Trust
Florida
$230K -$16.5K -491 -7%
IC
665
IEQ Capital
California
$230K -$11.5K -342 -5%
QPWM
666
Quadrant Private Wealth Management
Pennsylvania
$229K – – –
PCA
667
Peddock Capital Advisors
Massachusetts
$227K – – –
S
668
SignatureFD
Georgia
$227K +$69.5K +2,065 +44%
SSWM
669
Sheets Smith Wealth Management
North Carolina
$226K – – –
DC
670
Davenport & Co
Virginia
$224K +$48.3K +1,435 +27%
TCPWM
671
Traverso Chambers Private Wealth Management
California
$223K – – –
RC
672
Roundview Capital
New Jersey
$222K – – –
VWM
673
Valley Wealth Managers
New Jersey
$221K -$10.1K -300 -4%
AWCI
674
Alpine Woods Capital Investors
New York
$220K – – –
CCFCSB
675
Cape Cod Five Cents Savings Bank
Massachusetts
$219K -$135K -4,009 -38%
25 26
27
28 29