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Bank of New York Mellon
BK

Overview Fund Activity

1,000 hedge funds and large institutions have $34.7B invested in Bank of New York Mellon in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 295 increasing their positions, 441 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
-71
Holders Change %
-6.63%
% of All Funds
21.75%
Holding in Top 10
12
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-45.45%
% of All Funds
0.26%
New
71
Increased
295
Reduced
441
Closed
130
Calls
$83.6M
Puts
$157M
Net Calls
-$73.8M
Net Calls Change
-$67.2M

Top Buyers

1
LP
Longview Partners
Guernsey
+$279M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$188M
3
Citadel Advisors
Citadel Advisors
Florida
+$164M
4
Capital International Investors
Capital International Investors
California
+$105M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$83.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$632M
2
ClearBridge Investments
ClearBridge Investments
New York
-$275M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
4
Dodge & Cox
Dodge & Cox
California
-$164M
5
A
AustralianSuper
Australia
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
876
Erste Asset Management
Austria
$65.1K – – –
FA
877
Financial Advantage
Maryland
$63K – – –
LGWM
878
Litman Gregory Wealth Management
California
$62K +$62K +1,394 New
OC
879
Oakworth Capital
Alabama
$59K +$31.7K +710 +116%
SIAS
880
Shine Investment Advisory Services
Colorado
$58K – – –
NO
881
Ninety One
South Africa
$58K – – –
FHA
882
Flagship Harbor Advisors
Massachusetts
$57K +$44 +1 +0.1%
PCFFS
883
Pacific Center for Financial Services
California
$56K – – –
SBL
884
Sargent Bickham Lagudis
Colorado
$55K – – –
WPA
885
West Paces Advisors
Georgia
$54.7K – – –
PFC
886
Phocas Financial Corp
California
$53K +$53K +1,200 New
ATC
887
Adirondack Trust Company
New York
$52K – – –
PK
888
Pflug Koory
Nebraska
$52K +$21.3K +485 +69%
THWM
889
Taylor Hoffman Wealth Management
Virginia
$50K – – –
SSB
890
Sandy Spring Bank
Maryland
$48K – – –
EWM
891
Endurance Wealth Management
Rhode Island
$48K – – –
TC
892
Truvestments Capital
Florida
$48K – – –
MCA
893
Mercer Capital Advisers
New Jersey
$44K – – –
GCM
894
Gables Capital Management
Florida
$44K – – –
FIB
895
First Interstate Bank
Montana
$43K -$6.26K -142 -13%
ACM
896
AUA Capital Management
Pennsylvania
$43K – – –
SCA
897
Stonebridge Capital Advisors
Minnesota
$43K +$43K +973 New
TI
898
Truehand Inc
New Hampshire
$42K – – –
SCM
899
Silvant Capital Management
Georgia
$42K – – –
M
900
Mirova
France
$41K +$41K +920 New
34 35
36
37 38