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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 %
CFGS
826
Concourse Financial Group Securities
Alabama
$221K -$89.7K -1,899 -29%
SDWMA
827
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K -$9K -190 -4%
CFG
828
Citizens Financial Group
Rhode Island
$221K +$221K +4,672 New
GCA
829
Genesee Capital Advisors
New York
$221K +$221K +4,680 New
PHK
830
Point72 Hong Kong
Hong Kong
$219K +$137K +2,899 +167%
CL
831
CPWM LLC
Washington
$219K +$219K +4,632 New
PTC
832
Private Trust Company
Ohio
$218K +$218K +4,615 New
SCA
833
Snowden Capital Advisors
New York
$217K +$217K +4,596 New
Bessemer Group
834
Bessemer Group
New Jersey
$217K -$253K -5,364 -54%
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$217K – – –
KTC
836
Kistler-Tiffany Companies
Pennsylvania
$215K -$65.2K -1,377 -23%
PCG
837
Private Capital Group
Connecticut
$215K -$26K -551 -11%
GP
838
Girard Partners
Pennsylvania
$215K +$215K +4,548 New
HI
839
Harbour Investments
Wisconsin
$213K +$213K +4,508 New
BS
840
Boenning & Scattergood
Pennsylvania
$212K +$212K +4,476 New
BJL
841
Brighton Jones LLC
Washington
$212K +$212K +4,493 New
WIC
842
Whitegate Investment Counselors
New Hampshire
$211K +$211K +4,469 New
HFA
843
Hoover Financial Advisors
Pennsylvania
$210K – – –
WWM
844
Windsor Wealth Management
Indiana
$210K +$210K +4,450 New
AFS
845
Axiom Financial Strategies
Indiana
$209K +$209K +4,409 New
WDL
846
Well Done LLC
Michigan
$209K +$209K +4,419 New
FG
847
Fiduciary Group
Georgia
$208K +$208K +4,162 New
SBIA
848
Sheaff Brock Investment Advisors
Indiana
$208K +$208K +4,400 New
BWCS
849
Beirne Wealth Consulting Services
Connecticut
$208K +$208K +4,405 New
OBGC
850
O'Brien Greene & Co
Pennsylvania
$208K +$208K +4,406 New
32 33
34
35 36