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Bank of New York Mellon
BK

Overview Fund Activity

1,071 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 295 increasing their positions, 453 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+35
Holders Change %
+3.38%
% of All Funds
23.22%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.48%
New
110
Increased
295
Reduced
453
Closed
61
Calls
$133M
Puts
$140M
Net Calls
-$6.64M
Net Calls Change
+$81.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
3
LP
Longview Partners
Guernsey
+$133M
4
Legal & General Group
Legal & General Group
United Kingdom
+$53.2M
5
Charles Schwab
Charles Schwab
California
+$48.3M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$320M
2
O
OppenheimerFunds
New York
-$252M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$155M
4
TFM
Trian Fund Management
New York
-$146M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
776
Arete Wealth Advisors
Illinois
$304K -$30.3K -600 -9%
EBSAM
777
Eubel Brady & Suttman Asset Management
Ohio
$304K -$25.2K -500 -8%
NFG
778
Next Financial Group
Texas
$302K -$579K -11,486 -66%
NFH
779
NEXT Financial Holdings
Texas
$302K +$302K +5,993 New
PCG
780
Private Capital Group
Connecticut
$299K +$14.9K +295 +5%
S
781
SignatureFD
Georgia
$297K -$257K -5,099 -46%
BMC
782
Benin Management Corp
Connecticut
$297K – – –
WWM
783
Windsor Wealth Management
Indiana
$296K -$15.1K -300 -5%
CGL
784
Clarius Group LLC
Washington
$296K +$296K +5,877 New
FG
785
Fiduciary Group
Georgia
$291K +$10.1K +200 +4%
MAM
786
Meeder Asset Management
Ohio
$290K +$62.9K +1,250 +28%
CB
787
Chemical Bank
Michigan
$288K -$20.1K -400 -7%
SC
788
Searle & Co
Connecticut
$287K – – –
ER
789
Enlightenment Research
Florida
$287K +$206K +4,100 +256%
HI
790
Horizon Investments
North Carolina
$287K +$287K +5,725 New
FWM
791
Fairhaven Wealth Management
Illinois
$286K +$23.1K +457 +9%
ACM
792
AlphaStar Capital Management
North Carolina
$285K -$120K -2,380 -30%
ACS
793
Archford Capital Strategies
Illinois
$285K +$11.1K +221 +4%
ECM
794
ExodusPoint Capital Management
New York
$285K +$285K +5,652 New
MWM
795
Modera Wealth Management
New Jersey
$283K – – –
LWM
796
Liberty Wealth Management
California
$283K +$1.21K +24 +0.4%
YL
797
YCG LLC
Texas
$277K – – –
FPS
798
Fieldpoint Private Securities
Connecticut
$277K – – –
SFA
799
Sequoia Financial Advisors
Ohio
$277K +$277K +5,498 New
CCP
800
Corient Capital Partners
California
$276K +$57K +1,132 +26%
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