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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 %
LC
751
Lindbrook Capital
California
$119K -$5.34K -155 -4%
HI
752
Hudock Inc
Pennsylvania
$117K +$886 +26 +0.8%
GTAM
753
Global Trust Asset Management
Florida
$113K – – –
RMC
754
Resources Management Corp
Connecticut
$111K – – –
CG
755
Cutler Group
California
$111K +$20.9K +614 +23%
T
756
TOBAM
France
$108K +$108K +3,135 New
BDWM
757
Brewin Dolphin Wealth Management
Ireland
$105K -$5.77K -168 -5%
SC
758
Sawyer & Company
Massachusetts
$105K -$14.6K -425 -12%
CB
759
Community Bank
New York
$102K – – –
NSIM
760
North Star Investment Management
Illinois
$101K – – –
FFA
761
Founders Financial Alliance
North Carolina
$101K +$101K +2,722 New
AF
762
Arrow Financial
New York
$100K – – –
CIA
763
CSat Investment Advisory
Michigan
$99K +$11.4K +333 +13%
JWM
764
Jeppson Wealth Management
California
$99K +$99K +2,880 New
RWA
765
Ropes Wealth Advisors
Massachusetts
$96K – – –
CAM
766
CenterStar Asset Management
Illinois
$96K – – –
Group One Trading
767
Group One Trading
Illinois
$94K -$1.21M -35,374 -93%
APC
768
Aspire Private Capital
North Carolina
$93K +$9.84K +285 +12%
RCG
769
Rock Creek Group
District of Columbia
$91K +$2.17K +63 +2%
IRC
770
Investors Research Corp
Georgia
$90K – – –
RE
771
RBC Europe
United Kingdom
$85.9K – – –
CHAM
772
Clear Harbor Asset Management
Connecticut
$83.8K +$83.8K +2,439 New
TCM
773
TD Capital Management
Tennessee
$79K – – –
PWMG
774
Prestige Wealth Management Group
New Jersey
$79K – – –
NNP
775
Nachman Norwood & Parrott
South Carolina
$79K +$79K +2,308 New
29 30
31
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