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Bank of New York Mellon
BK

Overview Fund Activity

1,054 hedge funds and large institutions have $34.4B invested in Bank of New York Mellon in 2021 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 360 increasing their positions, 355 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+49
Holders Change %
+4.88%
% of All Funds
18.56%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
134
Increased
360
Reduced
355
Closed
78
Calls
$121M
Puts
$143M
Net Calls
-$22.6M
Net Calls Change
+$5.56M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$258M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
BlackRock
BlackRock
New York
+$150M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$130M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$464M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$378M
3
LP
Longview Partners
Guernsey
-$166M
4
Millennium Management
Millennium Management
New York
-$159M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
701
Claraphi Advisory Network
United States
$383K +$383K +8,105 New
BDF
702
Balasa Dinverno & Foltz
$379K -$35.5K -750 -9%
BCM
703
Brasada Capital Management
Texas
$378K +$378K +8,000 New
SIM
704
Sentry Investment Management
Wisconsin
$377K +$377K +7,979 New
FMT
705
First Mercantile Trust
Tennessee
$376K +$22.3K +471 +6%
SWM
706
SeaCrest Wealth Management
New York
$375K +$97.1K +2,053 +35%
BFEC
707
Benjamin F. Edwards & Company
Missouri
$374K -$143K -3,024 -28%
TTWM
708
TCV Trust & Wealth Management
Virginia
$374K -$27.5K -582 -7%
FTDI
709
First Trust Direct Indexing
Massachusetts
$373K +$41.4K +874 +12%
FMLI
710
Fukoku Mutual Life Insurance
Japan
$369K – – –
WCM
711
Whitener Capital Management
North Carolina
$365K +$41.6K +880 +13%
EF
712
Empirical Finance
Pennsylvania
$363K – – –
QCG
713
Quadrant Capital Group
Ohio
$363K +$144K +3,045 +66%
MUMSS
714
Mitsubishi UFJ Morgan Stanley Securities
Japan
$363K +$363K +7,670 New
CPA
715
Clear Perspective Advisors
Illinois
$362K +$14.2K +300 +4%
CCP
716
Corient Capital Partners
California
$362K +$31.8K +672 +10%
FRM
717
Fox Run Management
Connecticut
$360K +$360K +7,622 New
CCM
718
Chilton Capital Management
Texas
$357K +$357K +7,547 New
FNBTCON
719
First National Bank & Trust Co of Newtown
Pennsylvania
$356K – – –
FCBT
720
First Citizens Bank & Trust
North Carolina
$355K -$5.44K -115 -2%
WSCM
721
Wellington Shields Capital Management
New York
$355K – – –
KPWS
722
Kestra Private Wealth Services
Texas
$355K +$10.6K +225 +3%
IWA
723
IVC Wealth Advisors
Pennsylvania
$353K +$2.46K +52 +0.7%
BOH
724
Bank of Hawaii
Hawaii
$348K – – –
APC
725
Aspire Private Capital
North Carolina
$348K +$219K +4,620 +169%
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