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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 %
BMC
726
Benin Management Corp
Connecticut
$223K +$223K +5,769 New
LWM
727
Liberty Wealth Management
California
$221K +$4.01K +104 +2%
SC
728
Searle & Co
Connecticut
$220K +$220K +5,683 New
SFS
729
Sowell Financial Services
Arkansas
$219K +$213K +5,514 +3,446%
FG
730
Fiduciary Group
Georgia
$219K +$219K +5,665 New
WPW
731
Waldron Private Wealth
Pennsylvania
$218K -$48.9K -1,270 -18%
JCM
732
Janney Capital Management
Pennsylvania
$217K +$217K +5,625 New
CBTWT
733
Community Bank & Trust (Waco, Texas)
Texas
$216K +$216K +5,601 New
CFGS
734
Concourse Financial Group Securities
Alabama
$215K +$97.8K +2,534 +83%
MA
735
Mutual Advisors
Nebraska
$215K +$215K +5,560 New
AW
736
Alpha Windward
Massachusetts
$213K -$6.1K -158 -3%
SAG
737
Spotlight Asset Group
Illinois
$213K +$213K +5,504 New
PTC
738
Petrus Trust Company
Texas
$212K +$212K +5,476 New
FMT
739
First Mercantile Trust
Tennessee
$211K +$42.6K +1,100 +25%
UB
740
UMB Bank
Missouri
$210K -$125K -3,217 -37%
FWM
741
Focused Wealth Management
New York
$210K +$122K +3,155 +139%
WCM
742
Whitener Capital Management
North Carolina
$210K +$210K +5,440 New
FCM
743
Firestone Capital Management
Florida
$209K – – –
QCG
744
Quadrant Capital Group
Ohio
$209K +$73.4K +1,902 +54%
KFGK
745
Keystone Financial Group (Kentucky)
Kentucky
$209K +$209K +5,400 New
ST
746
Spinnaker Trust
Maine
$209K +$209K +5,433 New
MA
747
Montag & Associates
Georgia
$207K +$207K +5,347 New
PI
748
Putnam Investments
Massachusetts
$206K +$206K +5,318 New
GT
749
Glenview Trust
Kentucky
$205K +$205K +5,302 New
AAM
750
Advisors Asset Management
Colorado
$204K -$103K -2,664 -34%
28 29
30
31 32