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Bank of New York Mellon
BK

Overview Fund Activity

1,000 hedge funds and large institutions have $34.7B invested in Bank of New York Mellon in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 441 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
-71
Holders Change %
-6.63%
% of All Funds
21.75%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.26%
New
71
Increased
295
Reduced
441
Closed
130
Calls
$83.6M
Puts
$157M
Net Calls
-$73.8M
Net Calls Change
-$67.2M

Top Buyers

1
LP
Longview Partners
Guernsey
+$279M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$188M
3
Citadel Advisors
Citadel Advisors
Florida
+$164M
4
Capital International Investors
Capital International Investors
California
+$105M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$83.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$632M
2
ClearBridge Investments
ClearBridge Investments
New York
-$275M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
4
Dodge & Cox
Dodge & Cox
California
-$164M
5
A
AustralianSuper
Australia
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
776
Arete Wealth Advisors
Illinois
$238K -$27.7K -628 -10%
SFA
777
Sequoia Financial Advisors
Ohio
$238K -$4.68K -106 -2%
KFGK
778
Keystone Financial Group (Kentucky)
Kentucky
$238K – – –
FNT
779
First National Trust
Pennsylvania
$235K +$25.6K +579 +12%
WWM
780
Windsor Wealth Management
Indiana
$234K -$27K -607 -10%
SWA
781
Sutton Wealth Advisors
Florida
$233K – – –
FWM
782
Fairhaven Wealth Management
Illinois
$232K -$18.4K -417 -7%
VAG
783
VisionPoint Advisory Group
Texas
$231K +$231K +5,235 New
Lido Advisors
784
Lido Advisors
California
$229K -$4.84K -110 -2%
RP
785
Rice Partnership
Hawaii
$228K -$1.72K -39 -0.7%
GIA
786
GHP Investment Advisors
Colorado
$227K +$88 +2 +0%
CCM
787
Chilton Capital Management
Texas
$226K – – –
NFC
788
Northeast Financial Consultants
Connecticut
$224K – – –
BDS
789
Banco de Sabadell
Florida
$221K – – –
RWM
790
RKL Wealth Management
Pennsylvania
$221K +$486 +11 +0.2%
FMII
791
Farmers & Merchants Investments Inc
Nebraska
$220K +$530 +12 +0.2%
FPS
792
Fieldpoint Private Securities
Connecticut
$218K -$24.6K -556 -10%
ST
793
Spinnaker Trust
Maine
$218K – – –
BHBT
794
Burke & Herbert Bank & Trust
Virginia
$217K -$6.61K -150 -3%
FBT
795
First Bank & Trust
South Dakota
$217K +$13.7K +309 +7%
MCWS
796
McKinley Carter Wealth Services
West Virginia
$215K +$4.42K +100 +2%
MA
797
MANA Advisors
New York
$215K +$215K +4,860 New
OAM
798
Oberweis Asset Management
Illinois
$214K +$44 +1 +0%
RWP
799
RWA Wealth Partners
Massachusetts
$213K -$6.54K -148 -3%
LCM
800
Logan Capital Management
Pennsylvania
$212K -$9.26K -210 -4%
30 31
32
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