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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
$2.09B
2
AQR Capital Management
AQR Capital Management
Connecticut
$178M
3
American Century Companies
American Century Companies
Missouri
$440M
4
Man Group
Man Group
United Kingdom
$181M
5
Ameriprise
Ameriprise
Minnesota
$199M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$2.8B
2
NEAM
New England Asset Management
Connecticut
$77M
3
TFM
Trian Fund Management
New York
$169M
4
Citadel Advisors
Citadel Advisors
Florida
$31.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
876
Lenox Wealth Management
Ohio
$20K +$1.04K +27 +5%
FCA
877
FinTrust Capital Advisors
South Carolina
$19K -$116K -3,060 -86%
FWM
878
FSA Wealth Management
Massachusetts
$19K – – –
BWA
879
BDO Wealth Advisors
Florida
$18K – – –
TFS
880
TrustCore Financial Services
Tennessee
$17K – – –
EARNEST Partners
881
EARNEST Partners
Georgia
$17K – – –
AIC
882
Archer Investment Corporation
Indiana
$16.9K – – –
TFO
883
Tarbox Family Office
California
$16K -$3.18K -81 -17%
PP
884
PrairieView Partners
Minnesota
$16K – – –
BBA
885
Braun-Bostich & Associates
Pennsylvania
$16K – – –
Loomis, Sayles & Company
886
Loomis, Sayles & Company
Massachusetts
$15K -$806 -21 -5%
TF
887
Tompkins Financial
New York
$15K – – –
SIM
888
Sonora Investment Management
Arizona
$15K – – –
KLWA
889
Kelly Lawrence W & Associates
California
$15K – – –
SNT
890
Security National Trust
West Virginia
$14K – – –
TL
891
TrueWealth LLC
Georgia
$14K – – –
SWM
892
Sugarloaf Wealth Management
Georgia
$14K – – –
FCFS
893
First Command Financial Services
Texas
$14K – – –
FCB
894
First Command Bank
Texas
$14K – – –
ADL
895
Asset Dedication LLC
California
$13K +$39 +1 +0.3%
CMA
896
Cedar Mountain Advisors
Oregon
$13K +$2.42K +61 +23%
BC
897
Barnett & Company
Tennessee
$12K -$84K -2,100 -88%
MSFP
898
Mark Sheptoff Financial Planning
Connecticut
$12K – – –
LF
899
Lee Financial
Texas
$12K +$7.82K +200 +187%
VCM
900
Versant Capital Management
Arizona
$11K +$1.65K +43 +18%
34 35
36
37 38