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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 %
SNT
851
Security National Trust
West Virginia
$12K – – –
SWM
852
Sugarloaf Wealth Management
Georgia
$12K – – –
EI
853
Ellevest Inc
New York
$12K +$6.84K +195 +133%
ADL
854
Asset Dedication LLC
California
$11K +$1.35K +41 +14%
WQ
855
Wealth Quarterback
New Jersey
$10.7K -$237K -7,119 -96%
MSFP
856
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
PFGIA
857
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
KTC
858
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
RAM
859
Riggs Asset Management
Pennsylvania
$9K – – –
CMA
860
Cedar Mountain Advisors
Oregon
$9K – – –
HFS
861
HBC Financial Services
Washington
$9K +$61 +2 +0.7%
EFSCE
862
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$4.7K -147 -37%
VCM
863
Versant Capital Management
Arizona
$8K -$230 -7 -3%
BWL
864
Bogart Wealth LLC
Virginia
$8K – – –
IFAM
865
Institutional & Family Asset Management
Colorado
$8K +$356 +11 +5%
AWM
866
Avior Wealth Management
Nebraska
$7K – – –
MCM
867
MV Capital Management
Maryland
$7K – – –
SIS
868
Sound Income Strategies
Florida
$7K – – –
VRM
869
Vectors Research Management
New York
$7K – – –
TCM
870
Tradewinds Capital Management
Washington
$6K – – –
HGWM
871
Harvest Group Wealth Management
Massachusetts
$6K – – –
PGAM
872
Princeton Global Asset Management
New Jersey
$5K -$12.6K -380 -72%
SFS
873
Sowell Financial Services
Arkansas
$5K -$2.22K -71 -31%
IBOK
874
Independence Bank of Kentucky
Kentucky
$5K – – –
BII
875
Bainco International Investors
Massachusetts
$5K +$5K +143 New
33 34
35
36 37