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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 %
CJA
926
C-J Advisory
California
$24K – – –
VVP
927
Vulcan Value Partners
Alabama
$23K – – –
ONST
928
Old North State Trust
North Carolina
$23K – – –
AOWM
929
Alpha Omega Wealth Management
Virginia
$22K – – –
VEA
930
Virtus ETF Advisers
New York
$22K +$22K +495 New
TFO
931
Tarbox Family Office
California
$21K +$1.38K +31 +7%
BWA
932
BDO Wealth Advisors
Florida
$20K – – –
TNBTD
933
Trustmark National Bank Trust Department
Mississippi
$20K – – –
EARNEST Partners
934
EARNEST Partners
Georgia
$20K – – –
TL
935
TrueWealth LLC
Georgia
$20K +$2.57K +59 +15%
SIM
936
Sonora Investment Management
Arizona
$18K – – –
BBA
937
Braun-Bostich & Associates
Pennsylvania
$18K – – –
KLWA
938
Kelly Lawrence W & Associates
California
$18K – – –
QCIG
939
Quad-Cities Investment Group
Iowa
$18K +$133 +3 +0.7%
HIIFS
940
Harel Insurance Investments & Financial Services
Israel
$18K +$18K +411 New
PCP
941
Proficio Capital Partners
Massachusetts
$17K -$10.7K -240 -39%
TF
942
Tompkins Financial
New York
$17K – – –
AWM
943
Avior Wealth Management
Nebraska
$17K +$4.09K +94 +32%
FCFS
944
First Command Financial Services
Texas
$16K – – –
FCB
945
First Command Bank
Texas
$16K – – –
SNT
946
Security National Trust
West Virginia
$16K – – –
DWM
947
Doyle Wealth Management
Florida
$16K +$16K +364 New
AC
948
Avestar Capital
New York
$15K -$5.3K -142 -26%
EFSCE
949
Enterprise Financial Services Corp (EFSC)
Missouri
$15K -$3.55K -78 -19%
VCM
950
Versant Capital Management
Arizona
$13K -$9.89K -226 -43%
36 37
38
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