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Bank of New York Mellon
BK

Overview Fund Activity

1,060 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+80
Holders Change %
+8.16%
% of All Funds
20.93%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
157
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$148M
2
Macquarie Group
Macquarie Group
Australia
+$102M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$86.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$81.5M
5
JCM
Junto Capital Management
New York
+$72.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$843M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$672M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$264M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$125M
5
PP
Prudential plc
United Kingdom
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
676
Hendershot Investments
Virginia
$416K +$50.3K +1,000 +14%
C
677
Certuity
Florida
$414K +$414K +8,229 New
SCM
678
Schnieders Capital Management
California
$413K -$20.1K -400 -5%
BEAM
679
Baker Ellis Asset Management
Washington
$412K -$445K -8,842 -52%
RB
680
Rodgers Brothers
Pennsylvania
$410K – – –
WCM
681
Weld Capital Management
New York
$409K +$74.9K +1,490 +22%
BOH
682
Bank of Hawaii
Hawaii
$408K – – –
PGIM
683
Pacific Global Investment Management
California
$408K +$1.26K +25 +0.3%
EH
684
Employers Holdings
Nevada
$406K – – –
Lazard Asset Management
685
Lazard Asset Management
New York
$406K – – –
MAFM
686
Mid Atlantic Financial Management
Pennsylvania
$405K -$50.9K -1,011 -11%
FTIOP
687
Fiduciary Trust International of Pennsylvania
Pennsylvania
$402K – – –
FHA
688
First Horizon Advisors
Tennessee
$399K – – –
UF
689
Univest Financial
Pennsylvania
$397K +$397K +8,386 New
EBSAM
690
Eubel Brady & Suttman Asset Management
Ohio
$394K +$90.5K +1,800 +30%
AWM
691
Altium Wealth Management
New York
$393K -$3.37K -67 -0.9%
FMLI
692
Fukoku Mutual Life Insurance
Japan
$393K +$46.9K +930 +14%
EWM
693
Evercore Wealth Management
New York
$392K -$20.1K -400 -5%
CAM
694
Cresset Asset Management
Illinois
$392K -$9.81K -195 -2%
WA
695
Wheatland Advisors
Pennsylvania
$391K -$32.7K -650 -8%
FNBTCON
696
First National Bank & Trust Co of Newtown
Pennsylvania
$389K -$10.3K -205 -3%
APA
697
American Portfolios Advisors
New York
$389K -$26.7K -531 -6%
KM
698
Kalos Management
Georgia
$385K -$13.7K -273 -3%
VCM
699
Vivaldi Capital Management
Illinois
$382K -$1.66K -33 -0.4%
IA
700
IFG Advisory
Georgia
$380K -$12.5K -249 -3%
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