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Bank of New York Mellon
BK

Overview Fund Activity

1,054 hedge funds and large institutions have $34.4B invested in Bank of New York Mellon in 2021 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 360 increasing their positions, 355 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+49
Holders Change %
+4.88%
% of All Funds
18.56%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
134
Increased
360
Reduced
355
Closed
78
Calls
$121M
Puts
$143M
Net Calls
-$22.6M
Net Calls Change
+$5.56M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$258M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
BlackRock
BlackRock
New York
+$150M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$130M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$464M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$378M
3
LP
Longview Partners
Guernsey
-$166M
4
Millennium Management
Millennium Management
New York
-$159M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
776
SignatureFD
Georgia
$280K -$17.4K -369 -6%
BEAM
777
Baker Ellis Asset Management
Washington
$279K -$52.1K -1,100 -16%
JF
778
Jump Financial
Illinois
$278K -$617K -13,063 -69%
MPI
779
Mairs & Power Inc
Minnesota
$278K +$278K +5,888 New
FCFC
780
First Commonwealth Financial Corp
Pennsylvania
$275K – – –
CG
781
Cutler Group
California
$274K -$337K -7,129 -55%
QI
782
Qtron Investments
Massachusetts
$268K -$222K -4,695 -45%
OPS
783
Orion Portfolio Solutions
Nebraska
$262K -$4.26K -90 -2%
BFS
784
Bard Financial Services
Connecticut
$262K – – –
SCM
785
Shelton Capital Management
Colorado
$260K – – –
SC
786
Searle & Co
Connecticut
$260K – – –
ST
787
Spinnaker Trust
Maine
$260K +$37.1K +785 +17%
B
788
Bailard
California
$260K +$260K +5,492 New
RIL
789
Rothschild Investment LLC
Illinois
$259K – – –
IC
790
IEQ Capital
California
$257K +$257K +5,441 New
CCM
791
Coldstream Capital Management
Washington
$257K +$257K +5,441 New
FCM
792
Firestone Capital Management
Florida
$256K – – –
RWM
793
Ritholtz Wealth Management
New York
$255K -$2.37K -50 -0.9%
KJHP
794
K.J. Harrison & Partners
Ontario, Canada
$255K +$255K +5,400 New
MA
795
Montag & Associates
Georgia
$253K – – –
FWM
796
Focused Wealth Management
New York
$250K +$898 +19 +0.4%
LTI
797
Laffer Tengler Investments
Tennessee
$250K +$22.6K +477 +10%
WPW
798
Waldron Private Wealth
Pennsylvania
$249K -$30.5K -646 -11%
PA
799
Parallel Advisors
California
$249K +$27.1K +574 +12%
GGS
800
Galvin Gaustad & Stein
Arizona
$246K -$139K -2,940 -36%
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