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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 %
ME
876
McIlrath & Eck
Washington
$4K -$21.4K -668 -84%
LF
877
Lee Financial
Texas
$4K – – –
AIS
878
Accurate Investment Solutions
Pennsylvania
$4K – – –
WCM
879
Wealthcare Capital Management
Virginia
$4K +$1.15K +32 +41%
AWA
880
Arkadios Wealth Advisors
Georgia
$3.1K +$2.36K +70 +318%
Simplex Trading
881
Simplex Trading
Illinois
$3K -$117K -3,886 -97%
SFSIG
882
San Francisco Sentry Investment Group
California
$3K -$1.65K -56 -35%
CFFP
883
Center for Financial Planning
Michigan
$3K – – –
EIM
884
Essex Investment Management
Massachusetts
$3K – – –
CAN
885
Claraphi Advisory Network
United States
$3K +$3K +79 New
DWM
886
Darwin Wealth Management
Florida
$3K +$3K +105 New
PG
887
Proffitt & Goodson
Tennessee
$2K – – –
KFS
888
Kelly Financial Services
Massachusetts
$1.08K – – –
DSC
889
Duncker Streett & Co
Missouri
$1K -$841 -37 -46%
BWM
890
BerganKDV Wealth Management
Minnesota
$1K – – –
PW
891
Price Wealth
Texas
$1K +$133 +4 +15%
TI
892
tru Independence
Oregon
$80 -$6.89K -206,879 -99%
ED
893
Exane Derivatives
France
$34 -$8.3K -244 -100%
PI
894
PGGM Investments
Netherlands
– -$67.4M -1,338,463 Closed
MPMG
895
Minneapolis Portfolio Management Group
Minnesota
– -$25.4M -504,762 Closed
CCMG
896
Clark Capital Management Group
Pennsylvania
– -$23.9M -474,407 Closed
FFIC
897
First Fiduciary Investment Counsel
Ohio
– -$20.9M -414,600 Closed
MBI
898
Montrusco Bolton Investments
Quebec, Canada
– -$20M -407,973 Closed
ACL
899
Azora Capital LP
Florida
– -$18.4M -364,746 Closed
BS
900
Banco Santander
Spain
– -$17.9M -356,597 Closed
34 35
36
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