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Bank of New York Mellon
BK

Overview Fund Activity

980 hedge funds and large institutions have $34.5B invested in Bank of New York Mellon in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 270 increasing their positions, 430 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-20
Holders Change %
-2%
% of All Funds
21.52%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
80
Increased
270
Reduced
430
Closed
95
Calls
$77.5M
Puts
$191M
Net Calls
-$114M
Net Calls Change
-$39.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$143M
3
JCM
Junto Capital Management
New York
+$59.7M
4
CC
Carlson Capital
Texas
+$53.5M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$51.2M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$296M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$149M
3
American Century Companies
American Century Companies
Missouri
-$105M
4
USAA
United Services Automobile Association
Texas
-$92.1M
5
Morgan Stanley
Morgan Stanley
New York
-$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
876
Mercer Capital Advisers
New Jersey
$45K – – –
PFO
877
Pathstone Family Office
New Jersey
$45K +$9K +200 +25%
BWM
878
Baystate Wealth Management
Massachusetts
$45K +$35.7K +799 +386%
BCM
879
Bourgeon Capital Management
Connecticut
$45K +$45K +1,000 New
SCA
880
Stonebridge Capital Advisors
Minnesota
$44K – – –
ACM
881
AUA Capital Management
Pennsylvania
$44K – – –
TI
882
Truehand Inc
New Hampshire
$43K – – –
FPFS
883
First Personal Financial Services
North Carolina
$42K +$2.02K +45 +5%
PCM
884
Penserra Capital Management
California
$39K +$39K +882 New
QAM
885
QCI Asset Management
New York
$38K – – –
FIB
886
First Interstate Bank
Montana
$37K -$7.26K -160 -16%
PCIA
887
Prime Capital Investment Advisors
Kansas
$37K – – –
EWM
888
Edge Wealth Management
New York
$37K – – –
PB
889
Pinnacle Bancorp
Nebraska
$36K – – –
SCM
890
Silvant Capital Management
Georgia
$35K -$7.69K -170 -18%
WWM
891
Willingdon Wealth Management
North Carolina
$35K +$2.97K +65 +9%
CAM
892
Close Asset Management
United Kingdom
$34K -$79.3K -1,730 -70%
FCA
893
FinTrust Capital Advisors
South Carolina
$34K -$70.2K -1,558 -67%
LGWM
894
Litman Gregory Wealth Management
California
$32K -$32K -697 -50%
BFC
895
Bedel Financial Consulting
Indiana
$32K – – –
GRP
896
Global Retirement Partners
California
$32K +$4.18K +92 +15%
CB
897
CNB Bank
Pennsylvania
$31K -$1.36K -30 -4%
BG
898
Bollard Group
Massachusetts
$31K +$181 +4 +0.6%
LWM
899
Lenox Wealth Management
Ohio
$31K +$2.46K +55 +9%
AM
900
Atwater Malick
Pennsylvania
$31K +$31K +677 New
34 35
36
37 38