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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 %
SAG
826
Spotlight Asset Group
Illinois
$215K +$215K +5,777 New
LIM
827
Leavell Investment Management
Alabama
$214K -$251K -5,000 -54%
RIL
828
Rothschild Investment LLC
Illinois
$214K -$50.4K -1,000 -19%
CGA
829
Crescent Grove Advisors
Illinois
$214K +$214K +4,257 New
AOWM
830
Alpha Omega Wealth Management
Virginia
$213K -$12K -238 -5%
CL
831
CPWM LLC
Washington
$211K +$211K +4,191 New
HAM
832
Highstreet Asset Management
Ontario, Canada
$210K -$129K -2,566 -38%
AssetMark Inc
833
AssetMark Inc
California
$209K -$108K -2,143 -34%
SC
834
Sepio Capital
Utah
$209K +$209K +4,151 New
QCM
835
Quantinno Capital Management
New York
$209K +$209K +4,151 New
GDP
836
Great Diamond Partners
Maine
$209K +$209K +4,154 New
SHWM
837
Smith & Howard Wealth Management
Georgia
$208K +$208K +4,128 New
WCP
838
Welch Capital Partners
New York
$206K +$206K +4,101 New
HCM
839
Hillman Capital Management
Maryland
$205K +$205K +4,066 New
RCM
840
Radnor Capital Management
Pennsylvania
$204K +$204K +4,045 New
NSIM
841
North Star Investment Management
Illinois
$202K – – –
SB
842
Simmons Bank
Arkansas
$202K +$202K +4,010 New
SIM
843
SSI Investment Management
California
$202K +$202K +4,014 New
PP
844
Palladium Partners
Virginia
$202K +$202K +4,023 New
CTC
845
Central Trust Company
Missouri
$201K – – –
AAP
846
Arax Advisory Partners
Colorado
$201K – – –
PEA
847
Pacific Edge Advisors
California
$201K +$201K +3,996 New
SCM
848
Salem Capital Management
Massachusetts
$201K +$201K +4,000 New
AL
849
Arnhold LLC
New York
$201K +$201K +4,000 New
LJHT
850
Laurie J. Hall Trustee
$200K – – –
32 33
34
35 36