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Bank of New York Mellon
BK

Overview Fund Activity

980 hedge funds and large institutions have $34.5B invested in Bank of New York Mellon in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 270 increasing their positions, 430 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-20
Holders Change %
-2%
% of All Funds
21.52%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
80
Increased
270
Reduced
430
Closed
95
Calls
$77.5M
Puts
$191M
Net Calls
-$114M
Net Calls Change
-$39.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$143M
3
JCM
Junto Capital Management
New York
+$59.7M
4
CC
Carlson Capital
Texas
+$53.5M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$51.2M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$296M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$149M
3
American Century Companies
American Century Companies
Missouri
-$105M
4
USAA
United Services Automobile Association
Texas
-$92.1M
5
Morgan Stanley
Morgan Stanley
New York
-$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
751
Vestmark Advisory Solutions
Massachusetts
$257K -$54K -1,195 -17%
SC
752
Searle & Co
Connecticut
$257K – – –
MA
753
Montag & Associates
Georgia
$255K -$15K -332 -6%
ST
754
Spinnaker Trust
Maine
$255K +$31.8K +705 +14%
LCM
755
Logan Capital Management
Pennsylvania
$255K +$37.6K +830 +17%
CIC
756
Crawford Investment Counsel
Georgia
$254K -$177K -3,900 -41%
LWM
757
Liberty Wealth Management
California
$254K – – –
MWM
758
Modera Wealth Management
New Jersey
$254K – – –
AW
759
Alpha Windward
Massachusetts
$254K +$812 +18 +0.3%
FWM
760
Fairhaven Wealth Management
Illinois
$254K +$16.4K +362 +7%
GSWM
761
Golden State Wealth Management
California
$252K +$239K +5,270 +1,780%
SJL
762
Shayne & Jacobs LLC
Tennessee
$249K – – –
SIC
763
Schwartz Investment Counsel
Michigan
$249K – – –
TNB
764
TCF National Bank
South Dakota
$249K +$249K +5,498 New
CANY
765
Caxton Associates (New York)
New York
$247K -$421K -9,393 -63%
FNT
766
First National Trust
Pennsylvania
$247K +$6.51K +144 +3%
CT
767
Cambridge Trust
Massachusetts
$246K – – –
KFGK
768
Keystone Financial Group (Kentucky)
Kentucky
$244K – – –
EMG
769
Ellington Management Group
Connecticut
$244K +$244K +5,400 New
KTC
770
Kistler-Tiffany Companies
Pennsylvania
$243K -$6.11K -135 -2%
SFA
771
Sequoia Financial Advisors
Ohio
$243K -$814 -18 -0.3%
PA
772
Parallel Advisors
California
$242K +$78.2K +1,730 +48%
Parallax Volatility Advisers
773
Parallax Volatility Advisers
California
$241K +$124K +2,738 +105%
SWA
774
Sutton Wealth Advisors
Florida
$238K – – –
RIL
775
Rothschild Investment LLC
Illinois
$237K -$45.1K -1,000 -16%
29 30
31
32 33