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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 %
QAM
826
QCI Asset Management
New York
$17K -$11.9K -350 -41%
FWM
827
FSA Wealth Management
Massachusetts
$17K – – –
LWM
828
Lenox Wealth Management
Ohio
$16K -$5.31K -163 -25%
BWA
829
BDO Wealth Advisors
Florida
$16K – – –
TFO
830
Tarbox Family Office
California
$16K +$1.77K +54 +12%
TFS
831
TrustCore Financial Services
Tennessee
$15K -$7.33K -216 -33%
AIC
832
Archer Investment Corporation
Indiana
$15K – – –
EARNEST Partners
833
EARNEST Partners
Georgia
$15K – – –
Loomis, Sayles & Company
834
Loomis, Sayles & Company
Massachusetts
$14K -$36.9K -1,087 -73%
HIIFS
835
Harel Insurance Investments & Financial Services
Israel
$14K – – –
CAL
836
Capital Advisors Ltd
Ohio
$14K +$8.06K +236 +136%
AC
837
AlphaCore Capital
California
$14K +$14K +413 New
PP
838
PrairieView Partners
Minnesota
$14K +$14K +420 New
KLWA
839
Kelly Lawrence W & Associates
California
$13K – – –
TF
840
Tompkins Financial
New York
$13K – – –
BCM
841
Brooktree Capital Management
Michigan
$13K – – –
SIM
842
Sonora Investment Management
Arizona
$13K – – –
BBA
843
Braun-Bostich & Associates
Pennsylvania
$13K – – –
CCM
844
Cox Capital Management
Massachusetts
$13K +$13K +250 New
WFMPM
845
Woodley Farra Manion Portfolio Management
Indiana
$13K +$13K +384 New
NIM
846
NuWave Investment Management
New Jersey
$12K -$11.9K -346 -50%
TL
847
TrueWealth LLC
Georgia
$12K -$3.74K -109 -24%
EWM
848
EPG Wealth Management
Georgia
$12K -$1.15K -35 -9%
SWM
849
Sugarloaf Wealth Management
Georgia
$12K – – –
FCB
850
First Command Bank
Texas
$12K – – –
32 33
34
35 36