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Bank of New York Mellon
BK

Overview Fund Activity

1,000 hedge funds and large institutions have $34.7B invested in Bank of New York Mellon in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 441 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
-71
Holders Change %
-6.63%
% of All Funds
21.75%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.26%
New
71
Increased
295
Reduced
441
Closed
130
Calls
$83.6M
Puts
$157M
Net Calls
-$73.8M
Net Calls Change
-$67.2M

Top Buyers

1
LP
Longview Partners
Guernsey
+$279M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$188M
3
Citadel Advisors
Citadel Advisors
Florida
+$164M
4
Capital International Investors
Capital International Investors
California
+$105M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$83.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$632M
2
ClearBridge Investments
ClearBridge Investments
New York
-$275M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
4
Dodge & Cox
Dodge & Cox
California
-$164M
5
A
AustralianSuper
Australia
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
701
Vivaldi Capital Management
Illinois
$335K -$37.5K -848 -10%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$335K +$66.5K +1,508 +25%
CPO
703
Cerity Partners OCIO
New York
$335K +$335K +7,582 New
FMLI
704
Fukoku Mutual Life Insurance
Japan
$334K -$30.9K -700 -8%
FHA
705
First Horizon Advisors
Tennessee
$333K -$11.6K -263 -3%
SIG
706
Schaller Investment Group
North Carolina
$333K – – –
WBG
707
Wharton Business Group
Pennsylvania
$332K -$153K -3,470 -32%
FBA
708
Front Barnett Associates
Illinois
$332K -$5.22K -118 -2%
YL
709
YCG LLC
Texas
$331K +$88.3K +2,000 +36%
SFA
710
Semmax Financial Advisors
North Carolina
$331K +$153K +3,475 +86%
BS
711
Boenning & Scattergood
Pennsylvania
$330K -$8.75K -198 -3%
SMC
712
Smith, Moore & Co
Missouri
$329K -$4.41K -100 -1%
LIC
713
Lodestar Investment Counsel
Illinois
$326K -$24.3K -550 -7%
WTC
714
WhitTier Trust Company
Nevada
$324K -$45.8K -1,036 -12%
HI
715
Hendershot Investments
Virginia
$321K – – –
WEC
716
Winslow Evans & Crocker
Massachusetts
$320K -$2.21K -50 -0.7%
ER
717
Enlightenment Research
Florida
$320K +$76.8K +1,800 +32%
NIM
718
Northeast Investment Management
Massachusetts
$318K -$66.2K -1,500 -17%
LJAC
719
L.J. Altfest & Co
New York
$318K -$5.64K -128 -2%
FNBOO
720
First National Bank of Omaha
Nebraska
$316K – – –
PWMG
721
Prestige Wealth Management Group
New Jersey
$314K -$54.5K -1,236 -15%
SSWM
722
Sheets Smith Wealth Management
North Carolina
$314K – – –
RCM
723
RNC Capital Management
California
$313K -$108K -2,445 -26%
QPWM
724
Quadrant Private Wealth Management
Pennsylvania
$312K -$794 -18 -0.3%
BSW
725
Buckingham Strategic Wealth
Missouri
$311K -$3.41K -77 -1%
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