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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 %
RWP
801
RWA Wealth Partners
Massachusetts
$243K +$101 +2 +0%
FBT
802
First Bank & Trust
South Dakota
$241K -$1.21K -24 -0.5%
S
803
SignatureFD
Georgia
$236K +$6.4K +127 +3%
CFG
804
Citizens Financial Group
Rhode Island
$236K +$58.3K +1,155 +33%
VA
805
Valmark Advisers
Ohio
$234K -$504 -10 -0.2%
PWAP
806
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$232K -$218K -4,863 -48%
LWM
807
Laidlaw Wealth Management
New York
$232K +$232K +4,608 New
IIM
808
Ironwood Investment Management
Massachusetts
$231K -$3.42K -68 -1%
GCA
809
Genesee Capital Advisors
New York
$230K – – –
MCWS
810
McKinley Carter Wealth Services
West Virginia
$229K -$10.5K -209 -4%
SBIA
811
Sheaff Brock Investment Advisors
Indiana
$228K – – –
BAC
812
Boys Arnold & Co
North Carolina
$227K -$68.9K -1,368 -23%
WSCM
813
Wellington Shields Capital Management
New York
$226K -$283K -5,630 -56%
SFWA
814
Summit Financial Wealth Advisors
Louisiana
$226K – – –
KA
815
Kovack Advisors
Florida
$226K +$226K +4,487 New
BAM
816
Berkshire Asset Management
Pennsylvania
$225K -$131K -2,615 -37%
NSB
817
Norway Savings Bank
Maine
$225K -$5.03K -100 -2%
CG
818
Cutler Group
California
$225K +$200K +3,978 +786%
BWCS
819
Beirne Wealth Consulting Services
Connecticut
$222K +$222K +4,405 New
EWM
820
Empirical Wealth Management
Washington
$219K +$219K +4,348 New
BTW
821
Boston Trust Walden
Massachusetts
$217K +$217K +4,317 New
BWP
822
Baldwin Wealth Partners
Massachusetts
$216K – – –
WDL
823
Well Done LLC
Michigan
$216K +$216K +4,290 New
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$215K +$215K +4,261 New
WJWM
825
Williams Jones Wealth Management
New York
$215K +$215K +4,273 New
31 32
33
34 35