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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 %
ME
851
McIlrath & Eck
Washington
$207K +$69.3K +1,464 +50%
CTC
852
Central Trust Company
Missouri
$206K -$709 -15 -0.3%
IAN
853
Integrated Advisors Network
Texas
$206K +$206K +4,361 New
Cerity Partners
854
Cerity Partners
New York
$204K +$204K +4,321 New
WJWM
855
Williams Jones Wealth Management
New York
$202K +$202K +4,273 New
OAM
856
Oberweis Asset Management
Illinois
$201K +$201K +4,247 New
OIA
857
Optimum Investment Advisors
Illinois
$200K – – –
LIM
858
Leavell Investment Management
Alabama
$200K +$200K +4,232 New
OIA
859
OneDigital Investment Advisors
Kansas
$200K +$200K +4,237 New
SLF
860
Sun Life Financial
Ontario, Canada
$189K -$323K -6,827 -63%
LJHT
861
Laurie J. Hall Trustee
$188K – – –
SMFG
862
Sumitomo Mitsui Financial Group
Japan
$187K +$143K +3,018 +322%
CAL
863
Capital Analysts LLC
Pennsylvania
$185K +$174K +3,681 +1,614%
NSB
864
Norway Savings Bank
Maine
$184K -$15.3K -325 -8%
AA
865
Ancora Advisors
Ohio
$184K – – –
FBT
866
First Bank & Trust
South Dakota
$184K – – –
CF
867
Centaurus Financial
California
$181K – – –
JWA
868
JFS Wealth Advisors
Pennsylvania
$172K +$330 +7 +0.2%
CI
869
CX Institutional
Indiana
$171K -$2.53M -53,445 -94%
FPS
870
Fieldpoint Private Securities
Connecticut
$168K – – –
HI
871
Hudock Inc
Pennsylvania
$164K +$1.04K +22 +0.6%
RMC
872
Resources Management Corp
Connecticut
$148K – – –
T
873
TOBAM
France
$148K – – –
SC
874
Sawyer & Company
Massachusetts
$144K – – –
BDWM
875
Brewin Dolphin Wealth Management
Ireland
$142K – – –
33 34
35
36 37