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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 %
LJAC
751
L.J. Altfest & Co
New York
$308K – – –
BAIA
752
Bel Air Investment Advisors
California
$308K +$308K +6,516 New
CCM
753
Covington Capital Management
California
$306K -$94K -1,985 -23%
FMTCOCP
754
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$306K – – –
IA
755
IFG Advisors
Missouri
$301K – – –
CI Investments Inc
756
CI Investments Inc
Ontario, Canada
$299K +$299K +6,325 New
CT
757
Cambridge Trust
Massachusetts
$298K -$9.65K -204 -3%
VCM
758
Vivaldi Capital Management
Illinois
$298K – – –
AC
759
Alexandria Capital
Virginia
$297K – – –
Lido Advisors
760
Lido Advisors
California
$295K +$295K +6,238 New
AIA
761
Avalon Investment & Advisory
Texas
$295K +$295K +6,242 New
PCA
762
Personal Capital Advisors
California
$294K +$15.4K +327 +6%
BBA
763
BLB&B Advisors
Pennsylvania
$293K -$200K -4,219 -41%
PFSC
764
Peoples Financial Services Corp
Pennsylvania
$293K – – –
DWM
765
Dorchester Wealth Management
Quebec, Canada
$293K – – –
TFA
766
Tranquilli Financial Advisor
New Jersey
$293K +$293K +6,192 New
MWM
767
Modera Wealth Management
New Jersey
$292K – – –
OTPPB
768
Ontario Teachers' Pension Plan Board
Ontario, Canada
$290K -$455K -9,615 -61%
AWM
769
Apollon Wealth Management
South Carolina
$290K -$208K -4,412 -42%
BAM
770
Berkshire Asset Management
Pennsylvania
$290K +$4.31K +91 +2%
NIM
771
Northeast Investment Management
Massachusetts
$284K – – –
GW
772
GW & Wade
Massachusetts
$283K -$29K -613 -9%
AIM
773
Alhambra Investment Management
Florida
$283K -$23.7K -500 -8%
SWA
774
Sax Wealth Advisors
New Jersey
$283K – – –
B
775
Barings
North Carolina
$283K +$283K +5,995 New
29 30
31
32 33