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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 %
QPWM
676
Quadrant Private Wealth Management
Pennsylvania
$253K – – –
FBA
677
Front Barnett Associates
Illinois
$251K – – –
TSW
678
Thompson Siegel & Walmsley
Virginia
$251K – – –
FMT
679
First Mercantile Trust
Tennessee
$251K +$37.2K +949 +17%
CCP
680
Corient Capital Partners
California
$247K +$9.76K +284 +4%
SIA
681
Strategic Investment Advisors
Michigan
$247K +$21.4K +623 +10%
EF
682
Empirical Finance
Pennsylvania
$246K +$43.9K +1,280 +22%
JF
683
Jump Financial
Illinois
$244K +$244K +7,100 New
FHC
684
First Horizon Corporation
Tennessee
$244K +$244K +7,120 New
GTCM
685
Gyon Technologies Capital Management
New Jersey
$243K +$243K +7,075 New
FGA
686
Fortis Group Advisors
New Jersey
$243K +$243K +7,100 New
SBSB
687
Sullivan, Bruyette, Speros & Blaney
Virginia
$242K – – –
SJL
688
Shayne & Jacobs LLC
Tennessee
$242K +$242K +7,042 New
BLAM
689
Bourne Lent Asset Management
New York
$240K – – –
LOAME
690
Lombard Odier Asset Management (Europe)
United Kingdom
$240K +$240K +6,993 New
JWCA
691
J.W. Cole Advisors
Florida
$237K +$237K +6,896 New
YWP
692
YorkBridge Wealth Partners
New York
$236K – – –
FNBT
693
FineMark National Bank & Trust
Florida
$235K – – –
WANY
694
Wealthspire Advisors (New York)
New York
$233K +$233K +6,784 New
WAM
695
Wealthspire Advisors (Maryland)
Maryland
$233K +$233K +6,784 New
DC
696
Davenport & Co
Virginia
$231K +$5.56K +162 +2%
HS
697
Haafor (Singapore)
Singapore
$231K +$231K +6,727 New
DADC
698
D.A. Davidson & Co
Montana
$230K -$147K -4,286 -39%
CT
699
Cambridge Trust
Massachusetts
$229K +$5.84K +170 +3%
LCM
700
Logan Capital Management
Pennsylvania
$229K +$19.5K +568 +9%
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