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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 %
QCG
801
Quadrant Capital Group
Ohio
$211K -$42.1K -970 -17%
IIM
802
Ironwood Investment Management
Massachusetts
$211K -$543 -12 -0.3%
VA
803
Valmark Advisers
Ohio
$211K +$770 +17 +0.4%
GCA
804
Genesee Capital Advisors
New York
$207K – – –
NSB
805
Norway Savings Bank
Maine
$207K – – –
LC
806
Lindbrook Capital
California
$206K -$9.83K -217 -5%
S
807
SignatureFD
Georgia
$206K +$15.4K +341 +8%
AL
808
Aspiriant LLC
California
$205K – – –
SBIA
809
Sheaff Brock Investment Advisors
Indiana
$205K – – –
BWP
810
Baldwin Wealth Partners
Massachusetts
$194K – – –
CTC
811
Central Trust Company
Missouri
$181K -$17.7K -391 -9%
AAP
812
Arax Advisory Partners
Colorado
$181K -$13.1K -289 -7%
NSIM
813
North Star Investment Management
Illinois
$181K +$181K +4,007 New
FMT
814
First Mercantile Trust
Tennessee
$180K +$180K +3,985 New
LJHT
815
Laurie J. Hall Trustee
$179K -$17.6K -390 -9%
JWA
816
JFS Wealth Advisors
Pennsylvania
$176K +$271 +6 +0.2%
RBC
817
Roble Belko & Company
Pennsylvania
$175K – – –
PI
818
PEAK6 Investments
Illinois
$174K +$174K +3,869 New
FPS
819
Fieldpoint Private Securities
Connecticut
$170K -$52.5K -1,165 -24%
CFG
820
Citizens Financial Group
Rhode Island
$159K -$1.9K -42 -1%
SC
821
Sawyer & Company
Massachusetts
$157K – – –
GTAM
822
Global Trust Asset Management
Florida
$154K – – –
FWM
823
Focused Wealth Management
New York
$151K -$10.9K -242 -7%
FANJ
824
Financial Architects (New Jersey)
New Jersey
$148K – – –
RMC
825
Resources Management Corp
Connecticut
$146K +$146K +3,225 New
31 32
33
34 35