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Bank of New York Mellon
BK

Overview Fund Activity

894 hedge funds and large institutions have $24.7B invested in Bank of New York Mellon in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 277 increasing their positions, 381 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-166
Holders Change %
-15.66%
% of All Funds
19.75%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
76
Increased
277
Reduced
381
Closed
224
Calls
$40.2M
Puts
$80.5M
Net Calls
-$40.3M
Net Calls Change
-$3.98M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$516M
2
American Century Companies
American Century Companies
Missouri
+$96.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$88.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$62.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$447M
2
Capital International Investors
Capital International Investors
California
-$195M
3
Millennium Management
Millennium Management
New York
-$138M
4
Goldman Sachs
Goldman Sachs
New York
-$106M
5
TFM
Trian Fund Management
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
776
Ameritas Investment Company
Nebraska
$42K +$25K +747 +147%
PFO
777
Pathstone Family Office
New Jersey
$40K +$6.62K +200 +20%
WPA
778
West Paces Advisors
Georgia
$37.9K -$3.91K -116 -9%
SIAS
779
Shine Investment Advisory Services
Colorado
$37K – – –
EWM
780
Endurance Wealth Management
Rhode Island
$37K – – –
BCM
781
Bourgeon Capital Management
Connecticut
$34K – – –
MCA
782
Mercer Capital Advisers
New Jersey
$34K – – –
RWA
783
Ropes Wealth Advisors
Massachusetts
$34K – – –
GCM
784
Gables Capital Management
Florida
$34K – – –
BWM
785
Baystate Wealth Management
Massachusetts
$34K +$201 +6 +0.6%
ATC
786
Adirondack Trust Company
New York
$33K – – –
TI
787
Truehand Inc
New Hampshire
$32K – – –
BCA
788
Berman Capital Advisors
Georgia
$32K +$11.8K +362 +59%
SCA
789
Stonebridge Capital Advisors
Minnesota
$31K – – –
M
790
MOTCO
Texas
$31K +$5.74K +171 +23%
ZB
791
Zions Bancorporation
Utah
$30K -$63.6K -1,907 -68%
GWS
792
Glassman Wealth Services
Virginia
$30K -$40.1K -1,199 -57%
AWM
793
AllSquare Wealth Management
New York
$30K -$5.04K -150 -14%
GFPC
794
Global Financial Private Client
Florida
$29.7K – – –
PCIA
795
Prime Capital Investment Advisors
Kansas
$29K -$11.6K -342 -29%
EWM
796
Edge Wealth Management
New York
$28K – – –
PB
797
Pinnacle Bancorp
Nebraska
$27K – – –
BFC
798
Bedel Financial Consulting
Indiana
$27K – – –
SCM
799
Silvant Capital Management
Georgia
$26K – – –
WAM
800
Wolverine Asset Management
Illinois
$26K +$26K +791 New
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