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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 %
JFA
676
JNBA Financial Advisors
Minnesota
$219K +$34 +1 +0%
FMTCOCP
677
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$218K -$3.37K -100 -2%
YL
678
YCG LLC
Texas
$215K -$3.36K -100 -2%
IA
679
IFG Advisors
Missouri
$214K – – –
AC
680
Alexandria Capital
Virginia
$212K -$1.65M -48,957 -89%
BAM
681
Berkshire Asset Management
Pennsylvania
$211K +$60.5K +1,800 +40%
AIM
682
Alhambra Investment Management
Florida
$210K – – –
MIA
683
MainStreet Investment Advisors
Illinois
$210K +$210K +6,226 New
PFSC
684
Peoples Financial Services Corp
Pennsylvania
$209K +$16.9K +500 +9%
RIM
685
Rampart Investment Management
Connecticut
$207K -$138K -4,092 -40%
BJL
686
Brighton Jones LLC
Washington
$206K -$2.22K -66 -1%
RCM
687
RNC Capital Management
California
$205K -$33.7K -1,000 -14%
FBC
688
Fairfield, Bush & Co
Connecticut
$205K -$5.75K -171 -3%
LCM
689
Logan Capital Management
Pennsylvania
$205K +$15.2K +452 +8%
CT
690
Chicago Trust
Illinois
$204K -$8.9K -264 -4%
SCM
691
Shelton Capital Management
Colorado
$204K – – –
SWM
692
SeaCrest Wealth Management
New York
$203K +$169 +5 +0.1%
MWM
693
Modera Wealth Management
New Jersey
$203K +$15.8K +471 +8%
NIM
694
Northeast Investment Management
Massachusetts
$202K -$16.8K -500 -8%
AA
695
Ancora Advisors
Ohio
$199K -$8.43K -250 -4%
APA
696
American Portfolios Advisors
New York
$197K -$63K -1,870 -24%
AW
697
Alpha Windward
Massachusetts
$191K +$3.6K +107 +2%
LWM
698
Liberty Wealth Management
California
$189K +$34 +1 +0%
GSWM
699
Golden State Wealth Management
California
$187K +$187K +5,566 New
FCM
700
Firestone Capital Management
Florida
$182K – – –
26 27
28
29 30