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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 %
LWM
726
Liberty Wealth Management
California
$193K -$3.57K -104 -2%
S
727
SignatureFD
Georgia
$191K -$26.3K -764 -12%
CFGS
728
Concourse Financial Group Securities
Alabama
$190K -$891 -26 -0.5%
FCM
729
Firestone Capital Management
Florida
$186K – – –
FWM
730
Focused Wealth Management
New York
$185K -$1.2K -35 -0.6%
WT
731
Washington Trust
Rhode Island
$184K +$122K +3,548 +198%
AA
732
Ancora Advisors
Ohio
$178K – – –
FCH
733
Freestone Capital Holdings
Washington
$176K +$176K +5,111 New
SWA
734
Sutton Wealth Advisors
Florida
$175K – – –
BDS
735
Banco de Sabadell
Florida
$171K – – –
QCG
736
Quadrant Capital Group
Ohio
$161K -$24.5K -716 -13%
APA
737
American Portfolios Advisors
New York
$159K -$43.8K -1,276 -22%
CTC
738
Central Trust Company
Missouri
$157K -$19.6K -573 -11%
PCG
739
Private Capital Group
Connecticut
$157K -$4.89K -142 -3%
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$157K – – –
FBT
741
First Bank & Trust
South Dakota
$157K +$10.2K +296 +7%
PL
742
Perpetual Ltd
Australia
$150K +$33.3K +970 +28%
BWP
743
Baldwin Wealth Partners
Massachusetts
$143K – – –
NSB
744
Norway Savings Bank
Maine
$143K – – –
LJHT
745
Laurie J. Hall Trustee
$136K +$136K +3,970 New
RBC
746
Roble Belko & Company
Pennsylvania
$133K – – –
CF
747
Centaurus Financial
California
$131K +$13.7K +400 +12%
JWA
748
JFS Wealth Advisors
Pennsylvania
$125K +$241 +7 +0.2%
AAM
749
Advisors Asset Management
Colorado
$120K -$61.5K -1,791 -34%
CFG
750
CKW Financial Group
Hawaii
$120K +$17.1K +500 +17%
28 29
30
31 32