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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
+$242M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$145M
3
American Century Companies
American Century Companies
Missouri
+$126M
4
Man Group
Man Group
United Kingdom
+$108M
5
Ameriprise
Ameriprise
Minnesota
+$105M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$286M
2
NEAM
New England Asset Management
Connecticut
-$280M
3
TFM
Trian Fund Management
New York
-$206M
4
Citadel Advisors
Citadel Advisors
Florida
-$192M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
901
MPS Loria Financial Planners
Illinois
$11K +$11K +284 New
RAM
902
Riggs Asset Management
Pennsylvania
$10K – – –
IFAM
903
Institutional & Family Asset Management
Colorado
$10K +$352 +9 +4%
EFSCE
904
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$530 +14 +6%
BWM
905
BerganKDV Wealth Management
Minnesota
$10K +$9.15K +237 +1,077%
BWL
906
Bogart Wealth LLC
Virginia
$9K – – –
KTC
907
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
AWM
908
Avior Wealth Management
Nebraska
$8K – – –
MCM
909
MV Capital Management
Maryland
$8K – – –
SIS
910
Sound Income Strategies
Florida
$8K – – –
VRM
911
Vectors Research Management
New York
$8K – – –
CAL
912
Capital Advisors Ltd
Ohio
$7K -$9.49K -236 -58%
TCM
913
Tradewinds Capital Management
Washington
$7K – – –
IBOK
914
Independence Bank of Kentucky
Kentucky
$6K – – –
EWA
915
Evolution Wealth Advisors
Florida
$6K +$6K +160 New
MIFH
916
Migdal Insurance & Financial Holdings
Israel
$5K -$80.4K -2,139 -94%
WFMPM
917
Woodley Farra Manion Portfolio Management
Indiana
$5K -$8.91K -246 -64%
PGAM
918
Princeton Global Asset Management
New Jersey
$5K – – –
APWA
919
Atlas Private Wealth Advisors
New Jersey
$5K +$5K +124 New
AWA
920
Arkadios Wealth Advisors
Georgia
$4.84K +$1.25K +32 +35%
SFSIG
921
San Francisco Sentry Investment Group
California
$4K – – –
CFFP
922
Center for Financial Planning
Michigan
$4K – – –
WR
923
Watson Rebecca
$4K +$4K +100 New
NIM
924
NuWave Investment Management
New Jersey
$3K -$11.7K -278 -80%
EIM
925
Essex Investment Management
Massachusetts
$3K – – –
35 36
37
38 39