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Bank of New York Mellon
BK

Overview Fund Activity

939 hedge funds and large institutions have $28.6B invested in Bank of New York Mellon in 2020 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 295 increasing their positions, 357 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
939
Holders Change
+45
Holders Change %
+5.03%
% of All Funds
19.3%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.43%
New
124
Increased
295
Reduced
357
Closed
73
Calls
$92.3M
Puts
$109M
Net Calls
-$16.4M
Net Calls Change
+$24M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$242M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$145M
3
American Century Companies
American Century Companies
Missouri
+$126M
4
Man Group
Man Group
United Kingdom
+$108M
5
Ameriprise
Ameriprise
Minnesota
+$105M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$286M
2
NEAM
New England Asset Management
Connecticut
-$280M
3
TFM
Trian Fund Management
New York
-$206M
4
Citadel Advisors
Citadel Advisors
Florida
-$192M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
801
Perkins Coie Trust Company
Washington
$78K – – –
BL
802
Bleichroeder LP
New York
$77K – – –
CCA
803
Column Capital Advisors
Indiana
$75K +$7.56K +197 +11%
HDIM
804
Hanson & Doremus Investment Management
Vermont
$72K -$12.9K -335 -15%
MHR
805
Matthew Hamilton Rosenberg
$71K – – –
GFPC
806
Global Financial Private Client
Florida
$71K +$36.9K +981 +108%
VFA
807
Valeo Financial Advisors
Indiana
$70K +$193 +5 +0.3%
AWM
808
AllSquare Wealth Management
New York
$70K +$35.7K +931 +104%
WT
809
Washington Trust
Rhode Island
$67K -$1.54M -41,380 -96%
PA
810
Procyon Advisors
Connecticut
$67K +$1.89K +49 +3%
HIA
811
Harbor Investment Advisory
Maryland
$67K +$3.46K +90 +5%
TPCW
812
TD Private Client Wealth
New York
$66.4K -$31.4K -812 -32%
FHA
813
Flagship Harbor Advisors
Massachusetts
$66K +$953 +25 +1%
RFA
814
Reilly Financial Advisors
California
$64K – – –
LWANC
815
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K -$11.5K -300 -15%
LTI
816
Laffer Tengler Investments
Tennessee
$62.6K +$62.6K +1,620 New
IA
817
IFP Advisors
Florida
$59K +$6.12K +164 +12%
BCM
818
Blume Capital Management
California
$58K – – –
PK
819
Pflug Koory
Nebraska
$57K +$3.11K +80 +6%
FA
820
Financial Advantage
Maryland
$55K – – –
HFA
821
HC Financial Advisors
California
$54K – – –
AP
822
Atwood & Palmer
Missouri
$52K – – –
CYG
823
Clean Yield Group
Vermont
$50K -$5.19K -135 -9%
M
824
Mirova
France
$50K -$932 -24 -2%
BCA
825
Berman Capital Advisors
Georgia
$50K +$12.3K +318 +32%
31 32
33
34 35