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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 %
CB
876
Community Bank
New York
$140K – – –
NSIM
877
North Star Investment Management
Illinois
$139K – – –
AF
878
Arrow Financial
New York
$138K – – –
BCA
879
Berman Capital Advisors
Georgia
$136K +$38.6K +822 +40%
CWP
880
Concord Wealth Partners
Virginia
$132K -$17.7K -374 -12%
BWP
881
Baldwin Wealth Partners
Massachusetts
$131K – – –
CFG
882
CKW Financial Group
Hawaii
$128K – – –
IRC
883
Investors Research Corp
Georgia
$124K – – –
FCFS
884
First Command Financial Services
Texas
$123K +$41.7K +881 +51%
FCB
885
First Command Bank
Texas
$123K +$41.7K +881 +51%
RE
886
RBC Europe
United Kingdom
$118K – – –
HDIM
887
Hanson & Doremus Investment Management
Vermont
$117K +$95 +2 +0.1%
MC
888
Maverick Capital
Texas
$115K +$115K +2,434 New
APP
889
Alpha Paradigm Partners
Illinois
$112K -$102K -2,141 -48%
TCM
890
TD Capital Management
Tennessee
$109K – – –
TWA
891
TCI Wealth Advisors
Arizona
$108K +$14.4K +305 +15%
GTAM
892
Global Trust Asset Management
Florida
$106K -$28.6K -602 -21%
GEA
893
Glen Eagle Advisors
New Jersey
$104K – – –
RIM
894
Rockbridge Investment Management
New York
$104K – – –
PWMG
895
Prestige Wealth Management Group
New Jersey
$102K +$14.4K +307 +16%
CWC
896
Carolinas Wealth Consulting
North Carolina
$100K -$16.2K -342 -14%
PFBT
897
Parkside Financial Bank & Trust
Missouri
$100K -$6.85K -145 -6%
GWSG
898
GPS Wealth Strategies Group
Colorado
$99K +$99K +2,100 New
PCM
899
Penserra Capital Management
California
$97K +$15.6K +331 +19%
PCTC
900
Perkins Coie Trust Company
Washington
$95K – – –
34 35
36
37 38