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Bank of New York Mellon
BK

Overview Fund Activity

914 hedge funds and large institutions have $25.4B invested in Bank of New York Mellon in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 305 increasing their positions, 354 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-25
Holders Change %
-2.66%
% of All Funds
18.49%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.3%
New
82
Increased
305
Reduced
354
Closed
98
Calls
$103M
Puts
$126M
Net Calls
-$23.1M
Net Calls Change
-$6.68M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$622M
3
JAM
Jupiter Asset Management
United Kingdom
$64M
4
LP
Longview Partners
Guernsey
$984M
5
Artisan Partners
Artisan Partners
Wisconsin
$568M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$407M
2
TFM
Trian Fund Management
New York
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$424M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27.3M
5
Ameriprise
Ameriprise
Minnesota
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
776
Rockbridge Investment Management
New York
$76K +$3.45K +100 +5%
GEA
777
Glen Eagle Advisors
New Jersey
$75.5K – – –
HCA
778
Horan Capital Advisors
Ohio
$74K +$74K +2,147 New
PFBT
779
Parkside Financial Bank & Trust
Missouri
$73K -$618 -18 -0.8%
Walleye Trading
780
Walleye Trading
New York
$71K +$71K +2,055 New
BL
781
Bleichroeder LP
New York
$69K – – –
PCTC
782
Perkins Coie Trust Company
Washington
$69K – – –
TWA
783
TCI Wealth Advisors
Arizona
$68K -$2.57K -75 -4%
SMFG
784
Sumitomo Mitsui Financial Group
Japan
$66K -$56.2K -1,632 -46%
AF
785
Allworth Financial
California
$66K -$12.5K -364 -16%
GFPC
786
Global Financial Private Client
Florida
$64.5K – – –
HDIM
787
Hanson & Doremus Investment Management
Vermont
$64K +$68 +2 +0.1%
AWM
788
AllSquare Wealth Management
New York
$63K – – –
VFA
789
Valeo Financial Advisors
Indiana
$62K -$377 -11 -0.6%
HA
790
H2O AM
United Kingdom
$61K -$40.7K -1,180 -40%
C
791
Cerebellum
California
$61K +$61K +1,783 New
MHR
792
Matthew Hamilton Rosenberg
$60K -$3.47K -101 -5%
IA
793
IFP Advisors
Florida
$60K +$5.83K +170 +11%
FCFS
794
First Command Financial Services
Texas
$59K +$46.7K +1,360 +379%
FCB
795
First Command Bank
Texas
$59K +$46.7K +1,360 +379%
RFA
796
Reilly Financial Advisors
California
$57K – – –
LWANC
797
Laurel Wealth Advisors (North Carolina)
North Carolina
$56K – – –
LTI
798
Laffer Tengler Investments
Tennessee
$55.6K – – –
PK
799
Pflug Koory
Nebraska
$55K +$5.11K +150 +10%
TPCW
800
TD Private Client Wealth
New York
$52.2K -$6.8K -198 -12%
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