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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 %
CH
801
Canton Hathaway
Rhode Island
$25K -$10K -300 -29%
CFG
802
Capstone Financial Group
Oklahoma
$25K +$25K +757 New
WWM
803
Willingdon Wealth Management
North Carolina
$24K -$2.23K -65 -8%
GRP
804
Global Retirement Partners
California
$24K -$432 -13 -2%
EP
805
Eudaimonia Partners
Tennessee
$24K +$3.71K +109 +18%
TRCT
806
Tower Research Capital (TRC)
New York
$24K +$24K +697 +69,700%
HWA
807
Heritage Wealth Advisors
Virginia
$23.6K -$18.6K -553 -44%
O
808
Ossiam
France
$23K -$826K -24,237 -97%
SGAM
809
Smith Group Asset Management
Texas
$23K -$2.07K -61 -8%
WAP
810
Wealthcare Advisory Partners
Pennsylvania
$23K -$1.23K -37 -5%
SC
811
Solstein Capital
California
$23K – – –
BG
812
Bollard Group
Massachusetts
$23K +$132 +4 +0.6%
EW
813
Evoke Wealth
California
$21K -$162K -4,820 -89%
SA
814
SRH Advisors
Kansas
$21K – – –
OC
815
Oakworth Capital
Alabama
$21K – – –
GAM
816
Gemmer Asset Management
California
$20K – – –
PCA
817
Providence Capital Advisors
North Carolina
$20K – – –
GI
818
Gradient Investments
Minnesota
$19K -$871 -26 -4%
CB
819
CNB Bank
Pennsylvania
$19K – – –
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$19K +550 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
821
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18K -$55.2K -1,597 -75%
ACM
822
AUA Capital Management
Pennsylvania
$18K – – –
CIAS
823
CBIZ Investment Advisory Services
Ohio
$18K – – –
VNA
824
Valley National Advisers
Pennsylvania
$18K +$68 +2 +0.4%
BL
825
Balentine LLC
Georgia
$18K +$10.3K +314 +134%
31 32
33
34 35