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Bank of New York Mellon
BK

Overview Fund Activity

939 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 295 increasing their positions, 357 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
19.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
124
Increased
295
Reduced
357
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$242M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$145M
3
American Century Companies
American Century Companies
Missouri
+$126M
4
Man Group
Man Group
United Kingdom
+$108M
5
Ameriprise
Ameriprise
Minnesota
+$105M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$286M
2
NEAM
New England Asset Management
Connecticut
-$280M
3
TFM
Trian Fund Management
New York
-$206M
4
Citadel Advisors
Citadel Advisors
Florida
-$192M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
701
Rampart Investment Management
Connecticut
$248K +$10.3K +267 +4%
IA
702
IFG Advisors
Missouri
$246K – – –
S
703
SignatureFD
Georgia
$244K -$16.4K -424 -6%
AC
704
Alexandria Capital
Virginia
$243K – – –
TNB
705
TCF National Bank
South Dakota
$243K +$243K +5,498 New
PA
706
Parallel Advisors
California
$242K +$64.5K +1,672 +36%
GSWM
707
Golden State Wealth Management
California
$241K +$26.2K +680 +12%
PFSC
708
Peoples Financial Services Corp
Pennsylvania
$239K – – –
RC
709
Roundview Capital
New Jersey
$237K -$18.4K -475 -7%
CAM
710
Cresset Asset Management
Illinois
$235K -$52.6K -1,360 -18%
FBC
711
Fairfield, Bush & Co
Connecticut
$235K – – –
LCM
712
Logan Capital Management
Pennsylvania
$235K – – –
MWM
713
Modera Wealth Management
New Jersey
$235K +$1.43K +37 +0.6%
RCM
714
RNC Capital Management
California
$234K -$1.74K -45 -0.7%
CT
715
Cambridge Trust
Massachusetts
$233K +$233K +6,501 New
CT
716
Chicago Trust
Illinois
$232K -$2.05K -53 -0.9%
NIM
717
Northeast Investment Management
Massachusetts
$232K – – –
FCI
718
Financial Counselors Inc
Kansas
$231K +$231K +5,986 New
EFS
719
Essex Financial Services
Connecticut
$230K -$247K -6,390 -52%
SWM
720
SeaCrest Wealth Management
New York
$229K -$3.67K -95 -2%
AGM
721
Alpine Global Management
New York
$229K +$229K +5,927 New
APA
722
American Portfolios Advisors
New York
$229K +$2.36K +61 +1%
EF
723
Empirical Finance
Pennsylvania
$228K +$228K +5,897 New
BS
724
Boenning & Scattergood
Pennsylvania
$226K +$226K +5,839 New
SCM
725
Shelton Capital Management
Colorado
$223K -$11.1K -286 -5%
27 28
29
30 31