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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 %
BCM
776
Blume Capital Management
California
$237K -$40.6K -900 -15%
IWC
777
Integrated Wealth Concepts
Massachusetts
$235K -$248K -5,498 -51%
Lido Advisors
778
Lido Advisors
California
$233K -$2.17K -48 -0.9%
GIA
779
GHP Investment Advisors
Colorado
$233K +$136 +3 +0.1%
CCM
780
Chilton Capital Management
Texas
$232K – – –
NFC
781
Northeast Financial Consultants
Connecticut
$230K – – –
BDS
782
Banco de Sabadell
Florida
$228K – – –
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$225K – – –
RWM
784
RKL Wealth Management
Pennsylvania
$224K -$2.31K -51 -1%
WWM
785
Windsor Wealth Management
Indiana
$223K – – –
SFWA
786
Summit Financial Wealth Advisors
Louisiana
$222K -$135K -3,063 -38%
WIA
787
Westbourne Investment Advisors
Maryland
$222K +$222K +4,913 New
AOWM
788
Alpha Omega Wealth Management
Virginia
$220K +$195K +3,966 +793%
GT
789
Greenleaf Trust
Michigan
$220K +$220K +4,859 New
SS
790
Sunbelt Securities
Texas
$220K +$220K +4,873 New
OAM
791
Oberweis Asset Management
Illinois
$219K +$90 +2 +0%
FCI
792
Financial Counselors Inc
Kansas
$219K +$219K +4,837 New
CCMD
793
Cypress Capital Management (Delaware)
Delaware
$218K -$8.2M -181,535 -97%
RWP
794
RWA Wealth Partners
Massachusetts
$218K +$45 +1 +0%
FBT
795
First Bank & Trust
South Dakota
$217K -$4.51K -100 -2%
MCWS
796
McKinley Carter Wealth Services
West Virginia
$216K -$4.53K -100 -2%
MWPCG
797
Measured Wealth Private Client Group
New Hampshire
$214K -$273K -6,039 -56%
ST
798
Sageworth Trust
Pennsylvania
$213K -$60.6K -1,343 -22%
PFSC
799
Peoples Financial Services Corp
Pennsylvania
$213K +$9.06K +200 +4%
WCM
800
Whitener Capital Management
North Carolina
$212K +$4.52K +100 +2%
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