BK icon

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 %
TCPWM
701
Traverso Chambers Private Wealth Management
California
$228K +$172 +5 +0.1%
AW
702
Alpha Windward
Massachusetts
$228K +$38.3K +1,116 +20%
PA
703
Parallel Advisors
California
$226K +$10.2K +297 +5%
LJAC
704
L.J. Altfest & Co
New York
$224K -$2.06K -60 -0.9%
AIM
705
Alhambra Investment Management
Florida
$223K – – –
JFA
706
JNBA Financial Advisors
Minnesota
$223K +$34 +1 +0%
FMTCOCP
707
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$222K -$17.2K -500 -7%
Bessemer Group
708
Bessemer Group
New Jersey
$221K -$188K -5,457 -46%
WCM
709
Whitener Capital Management
North Carolina
$221K +$34.3K +1,000 +18%
AC
710
Alexandria Capital
Virginia
$219K – – –
WEC
711
Winslow Evans & Crocker
Massachusetts
$218K -$2.92K -85 -1%
IA
712
IFG Advisors
Missouri
$218K – – –
QT
713
Quantbot Technologies
New York
$217K -$1.03M -29,989 -83%
PFSC
714
Peoples Financial Services Corp
Pennsylvania
$213K – – –
NIM
715
NuWave Investment Management
New Jersey
$213K +$211K +6,133 +8,638%
UB
716
UMB Bank
Missouri
$210K – – –
MWM
717
Modera Wealth Management
New Jersey
$209K – – –
FBC
718
Fairfield, Bush & Co
Connecticut
$209K – – –
NIM
719
Northeast Investment Management
Massachusetts
$206K – – –
CT
720
Chicago Trust
Illinois
$206K – – –
PCA
721
Personal Capital Advisors
California
$202K -$2.26M -65,920 -92%
NFG
722
Next Financial Group
Texas
$202K -$39.3K -1,140 -16%
KPWS
723
Kestra Private Wealth Services
Texas
$202K +$202K +5,868 New
PGIM
724
Pacific Global Investment Management
California
$201K -$45.5K -1,328 -18%
SFS
725
Sowell Financial Services
Arkansas
$195K +$172 +5 +0.1%
27 28
29
30 31