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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 %
EWM
851
Edge Wealth Management
New York
$32K – – –
ST
852
Sageworth Trust
Pennsylvania
$31K -$54.5K -1,416 -64%
BFC
853
Bedel Financial Consulting
Indiana
$31K – – –
GRP
854
Global Retirement Partners
California
$31K +$3.06K +79 +11%
EI
855
Ellevest Inc
New York
$31K +$17.8K +462 +135%
CWM
856
Campbell Wealth Management
Virginia
$31K +$31K +800 New
LAS
857
Lloyd Advisory Services
Georgia
$31K +$31K +806 New
PB
858
Pinnacle Bancorp
Nebraska
$30K – – –
SCM
859
Silvant Capital Management
Georgia
$30K – – –
HWA
860
Heritage Wealth Advisors
Virginia
$27.1K – – –
EP
861
Eudaimonia Partners
Tennessee
$27K – – –
BG
862
Bollard Group
Massachusetts
$27K +$116 +3 +0.4%
SSB
863
Sandy Spring Bank
Maryland
$25K -$27.1K -706 -52%
SGAM
864
Smith Group Asset Management
Texas
$25K -$837 -22 -3%
EW
865
Evoke Wealth
California
$25K +$1.07K +28 +4%
PFGIA
866
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$13.8K +362 +123%
MA
867
Modus Advisors
Minnesota
$25K +$25K +634 New
OC
868
Oakworth Capital
Alabama
$24K – – –
CWC
869
Carolinas Wealth Consulting
North Carolina
$24K +$24K +626 New
CB
870
CNB Bank
Pennsylvania
$22K – – –
GI
871
Gradient Investments
Minnesota
$22K +$192 +5 +0.9%
LWCFA
872
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
VNA
873
Valley National Advisers
Pennsylvania
$21K +$157 +4 +0.8%
GAM
874
Gemmer Asset Management
California
$20K -$2.98K -76 -13%
ACM
875
AUA Capital Management
Pennsylvania
$20K – – –
33 34
35
36 37