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Bank of New York Mellon
BK

Overview Fund Activity

914 hedge funds and large institutions have $25.4B invested in Bank of New York Mellon in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 305 increasing their positions, 354 reducing their positions, and 98 closing their positions.

Holders
914
Holders Change
-25
Holders Change %
-2.66%
% of All Funds
18.49%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.3%
New
82
Increased
305
Reduced
354
Closed
98
Calls
$103M
Puts
$126M
Net Calls
-$23.1M
Net Calls Change
-$6.68M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.13B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$622M
3
JAM
3
Jupiter Asset Management
United Kingdom
$64M
4
LP
4
Longview Partners
Guernsey
$984M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$568M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$407M
2
TFM
2
Trian Fund Management
New York
$0
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$424M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$27.3M
5
Ameriprise
5
Ameriprise
Minnesota
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
901
HighMark Wealth Management
Minnesota
$2K 45 – –
WCG
902
Weaver Consulting Group
California
$2K 60 – –
LFG
903
Larson Financial Group
Missouri
$2K 51 +5 +11%
KCM
904
Kathmere Capital Management
Pennsylvania
$2K 50 +50 New
PFWA
905
Paces Ferry Wealth Advisors
Georgia
$2K 65 +65 New
KFS
906
Kelly Financial Services
Massachusetts
$1.1K 32 – –
BWM
907
BerganKDV Wealth Management
Minnesota
$1K 22 -237 -92%
AWM
908
Avior Wealth Management
Nebraska
$1K 34 -175 -84%
GWMIA
909
Global Wealth Management Investment Advisory
Florida
$1K 15 – –
FMP
910
Financial Management Professionals
Texas
$1K 38 – –
CA
911
Centerpoint Advisors
Massachusetts
$1K 28 +28 New
JWM
912
Janiczek Wealth Management
Colorado
$1K 30 +30 New
HCP
913
Hexagon Capital Partners
Arkansas
$1K 49 +49 New
SXL
914
Summit X LLC
Missouri
$996 2,701 +2,701 New
CPA
915
Clear Perspective Advisors
Illinois
$227 8,268 -1,878 -19%
TFM
916
Trian Fund Management
New York
– – -4,383,286 Closed
WRF
917
Waddell & Reed Financial
Kansas
– – -1,085,744 Closed
SFM
918
Soros Fund Management
New York
– – -826,218 Closed
Balyasny Asset Management
919
Balyasny Asset Management
Illinois
– – -654,242 Closed
ERSOT
920
Employees Retirement System of Texas
Texas
– – -336,800 Closed
GC
921
Gillson Capital
Illinois
– – -333,164 Closed
N
922
Natixis
France
– – -329,881 Closed
RCYC
923
Richard C. Young & Co
Rhode Island
– – -309,490 Closed
PMAM
924
Picton Mahoney Asset Management
Ontario, Canada
– – -293,287 Closed
FG
925
FSI Group
Ohio
– – -135,000 Closed
35 36
37
38 39