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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 %
PCFFS
826
Pacific Center for Financial Services
California
$49K – – –
SBL
827
Sargent Bickham Lagudis
Colorado
$48K – – –
BHWM
828
Bay Harbor Wealth Management
Maryland
$47K +$47K +1,224 New
WB
829
Webster Bank
Connecticut
$46K -$22.7K -594 -33%
PCM
830
Penserra Capital Management
California
$46K -$1.8K -47 -4%
PFO
831
Pathstone Family Office
New Jersey
$46K – – –
M
832
MOTCO
Texas
$44K +$8.46K +220 +24%
WPA
833
West Paces Advisors
Georgia
$43.4K – – –
SIAS
834
Shine Investment Advisory Services
Colorado
$42K – – –
EWM
835
Endurance Wealth Management
Rhode Island
$42K – – –
AssetMark Inc
836
AssetMark Inc
California
$40K -$52.9K -1,369 -57%
BWM
837
Baystate Wealth Management
Massachusetts
$40K +$273 +7 +0.7%
CFG
838
Capstone Financial Group
Oklahoma
$40K +$11.2K +296 +39%
BAM
839
Bellevue Asset Management
Washington
$39K -$10.4K -268 -21%
MCA
840
Mercer Capital Advisers
New Jersey
$39K – – –
BCM
841
Bourgeon Capital Management
Connecticut
$39K – – –
GCM
842
Gables Capital Management
Florida
$39K – – –
ZB
843
Zions Bancorporation
Utah
$37K +$2.46K +64 +7%
TI
844
Truehand Inc
New Hampshire
$36K – – –
SCA
845
Stonebridge Capital Advisors
Minnesota
$35K – – –
ATC
846
Adirondack Trust Company
New York
$35K – – –
ME
847
McIlrath & Eck
Washington
$35K +$30.2K +788 +630%
GWS
848
Glassman Wealth Services
Virginia
$34K -$306 -8 -0.9%
BL
849
Balentine LLC
Georgia
$34K +$12.8K +331 +60%
PCIA
850
Prime Capital Investment Advisors
Kansas
$32K -$1.21K -31 -4%
32 33
34
35 36