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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 %
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$40K – – –
BCA
902
Berman Capital Advisors
Georgia
$39K -$259 -6 -0.7%
FPFS
903
First Personal Financial Services
North Carolina
$39K – – –
QAM
904
QCI Asset Management
New York
$38K – – –
ESB
905
Essex Savings Bank
Connecticut
$37K +$4.07K +92 +12%
PCIA
906
Prime Capital Investment Advisors
Kansas
$36K -$833 -19 -2%
EWM
907
Edge Wealth Management
New York
$36K – – –
PFO
908
Pathstone Family Office
New Jersey
$35K – – –
PB
909
Pinnacle Bancorp
Nebraska
$35K – – –
CB
910
CNB Bank
Pennsylvania
$32K – – –
VNA
911
Valley National Advisers
Pennsylvania
$32K +$89 +2 +0.3%
WWM
912
Willingdon Wealth Management
North Carolina
$31K – – –
BFC
913
Bedel Financial Consulting
Indiana
$31K – – –
PRC
914
Pearl River Capital
Michigan
$30K -$101K -2,329 -77%
DWM
915
Destination Wealth Management
California
$30K -$1.78K -40 -6%
BG
916
Bollard Group
Massachusetts
$30K +$176 +4 +0.6%
TFS
917
TrustCore Financial Services
Tennessee
$29K +$19.5K +442 +205%
LWM
918
Lenox Wealth Management
Ohio
$28K -$5.88K -134 -17%
SA
919
SRH Advisors
Kansas
$27K – – –
GRP
920
Global Retirement Partners
California
$27K +$2.47K +56 +10%
PMFA
921
Plante Moran Financial Advisors
Michigan
$27K +$27K +607 New
GAM
922
Gemmer Asset Management
California
$26K – – –
PCA
923
Providence Capital Advisors
North Carolina
$26K – – –
WAP
924
Wealthcare Advisory Partners
Pennsylvania
$26K +$2.54K +57 +11%
GI
925
Gradient Investments
Minnesota
$26K +$7.2K +162 +38%
35 36
37
38 39