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Bank of New York Mellon
BK

Overview Fund Activity

1,060 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+80
Holders Change %
+8.16%
% of All Funds
20.93%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
157
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$148M
2
Macquarie Group
Macquarie Group
Australia
+$102M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$86.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$81.5M
5
JCM
Junto Capital Management
New York
+$72.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$843M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$672M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$264M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$125M
5
PP
Prudential plc
United Kingdom
-$96.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
776
Horizon Kinetics Asset Management
New York
$266K -$50.3K -1,000 -16%
WWM
777
Windsor Wealth Management
Indiana
$266K +$1.06K +21 +0.4%
SWA
778
Sutton Wealth Advisors
Florida
$265K – – –
CM
779
Capula Management
Cayman Islands
$265K +$265K +5,270 New
BCM
780
Blume Capital Management
California
$264K – – –
DC
781
Davenport & Co
Virginia
$263K -$190K -3,777 -42%
QCG
782
Quadrant Capital Group
Ohio
$261K +$29.4K +618 +13%
FCI
783
Financial Counselors Inc
Kansas
$260K +$16.2K +321 +7%
FRM
784
Fox Run Management
Connecticut
$259K -$624K -12,375 -71%
GIA
785
GHP Investment Advisors
Colorado
$259K +$151 +3 +0.1%
CCM
786
Chilton Capital Management
Texas
$258K – – –
SFA
787
Sequoia Financial Advisors
Ohio
$255K -$15.4K -306 -6%
BDS
788
Banco de Sabadell
Florida
$252K – – –
Cerity Partners
789
Cerity Partners
New York
$252K +$252K +4,995 New
FMII
790
Farmers & Merchants Investments Inc
Nebraska
$251K – – –
SWM
791
Segment Wealth Management
Texas
$250K +$250K +4,969 New
IWC
792
Integrated Wealth Concepts
Massachusetts
$249K -$12.9K -257 -5%
WIA
793
Westbourne Investment Advisors
Maryland
$247K – – –
GT
794
Greenleaf Trust
Michigan
$247K +$2.02K +40 +0.8%
AL
795
Aspiriant LLC
California
$247K +$19K +377 +8%
SL
796
Summitry LLC
California
$246K -$31.6M -627,958 -99%
SS
797
Sunbelt Securities
Texas
$244K -$854 -17 -0.3%
OAM
798
Oberweis Asset Management
Illinois
$244K +$50 +1 +0%
WAM
799
Weiss Asset Management
Massachusetts
$243K -$55K -1,094 -18%
RWM
800
RKL Wealth Management
Pennsylvania
$243K -$6.55K -130 -3%
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