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Bank of New York Mellon
BK

Overview Fund Activity

914 hedge funds and large institutions have $25.4B invested in Bank of New York Mellon in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 305 increasing their positions, 354 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
914
Holders Change
-25
Holders Change %
-2.66%
% of All Funds
18.49%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.3%
New
82
Increased
305
Reduced
354
Closed
98
Calls
$103M
Puts
$126M
Net Calls
-$23.1M
Net Calls Change
-$6.68M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$622M
3
JAM
Jupiter Asset Management
United Kingdom
$64M
4
LP
Longview Partners
Guernsey
$984M
5
Artisan Partners
Artisan Partners
Wisconsin
$568M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$407M
2
TFM
Trian Fund Management
New York
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$424M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$27.3M
5
Ameriprise
Ameriprise
Minnesota
$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
826
Mercer Capital Advisers
New Jersey
$34K – – –
GWS
827
Glassman Wealth Services
Virginia
$34K +$3.22K +93 +10%
ZB
828
Zions Bancorporation
Utah
$33K +$306 +9 +0.9%
ATC
829
Adirondack Trust Company
New York
$32K -$1.7K -50 -5%
TI
830
Truehand Inc
New Hampshire
$32K – – –
EP
831
Eudaimonia Partners
Tennessee
$30K +$5.85K +171 +24%
SGAM
832
Smith Group Asset Management
Texas
$30K +$7.14K +205 +31%
PCIA
833
Prime Capital Investment Advisors
Kansas
$28K – – –
EWM
834
Edge Wealth Management
New York
$28K – – –
BFC
835
Bedel Financial Consulting
Indiana
$28K – – –
GRP
836
Global Retirement Partners
California
$28K +$615 +18 +2%
CSPIA
837
Cary Street Partners Investment Advisory
Virginia
$28K +$28K +818 New
SCM
838
Silvant Capital Management
Georgia
$27K – – –
SSB
839
Sandy Spring Bank
Maryland
$27K +$4.89K +144 +22%
LAS
840
Lloyd Advisory Services
Georgia
$25K -$2.38K -70 -9%
PFGIA
841
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$2.22K +64 +10%
HWA
842
Heritage Wealth Advisors
Virginia
$24K – – –
BG
843
Bollard Group
Massachusetts
$24K +$103 +3 +0.4%
HIA
844
Harbor Investment Advisory
Maryland
$23K -$38.2K -1,089 -62%
EI
845
Ellevest Inc
New York
$23K -$5.06K -145 -18%
EW
846
Evoke Wealth
California
$22K -$839 -24 -4%
OC
847
Oakworth Capital
Alabama
$21K – – –
GI
848
Gradient Investments
Minnesota
$21K +$1.53K +45 +8%
LWCFA
849
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
ACM
850
AUA Capital Management
Pennsylvania
$18K – – –
32 33
34
35 36