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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 %
CA
801
Cetera Advisors
Colorado
$246K -$37.6K -796 -13%
BHBT
802
Burke & Herbert Bank & Trust
Virginia
$244K -$2.84K -60 -1%
MOS
803
MGO One Seven
Ohio
$244K +$1.04K +22 +0.4%
SWA
804
Sutton Wealth Advisors
Florida
$244K +$378 +8 +0.2%
HSA
805
HBK Sorce Advisory
Pennsylvania
$242K +$7.23K +153 +3%
EA
806
Ellsworth Advisors
Ohio
$240K +$2.55K +54 +1%
BDS
807
Banco de Sabadell
Florida
$238K – – –
TNB
808
TCF National Bank
South Dakota
$237K -$33.2K -700 -12%
VST
809
Van Strum & Towne
California
$236K – – –
RPC
810
Rossmore Private Capital
Connecticut
$236K – – –
TMAM
811
Tokio Marine Asset Management
Japan
$236K +$11.2K +236 +5%
PIM
812
Perpetual Investment Management
Australia
$235K – – –
WT
813
Washington Trust
Rhode Island
$232K -$35.7K -754 -13%
KA
814
Kovack Advisors
Florida
$232K +$232K +4,900 New
IP
815
Intellectus Partners
California
$231K +$231K +4,885 New
CCM
816
Cullen Capital Management
New York
$230K +$230K +4,874 New
IIM
817
Ironwood Investment Management
Massachusetts
$229K – – –
SPC
818
Stewart & Patten Company
California
$228K -$51K -1,080 -18%
LWM
819
Liberty Wealth Management
California
$227K – – –
LOAMS
820
Lombard Odier Asset Management (Switzerland)
Switzerland
$227K +$227K +4,810 New
WBG
821
Wharton Business Group
Pennsylvania
$226K – – –
PGIM
822
Pacific Global Investment Management
California
$225K -$49.9K -1,055 -18%
RWM
823
RKL Wealth Management
Pennsylvania
$224K – – –
EWM
824
Evercore Wealth Management
New York
$224K +$224K +4,721 New
GIA
825
GHP Investment Advisors
Colorado
$223K – – –
31 32
33
34 35