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Bank of New York Mellon
BK

Overview Fund Activity

980 hedge funds and large institutions have $34.5B invested in Bank of New York Mellon in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 270 increasing their positions, 430 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
980
Holders Change
-20
Holders Change %
-2%
% of All Funds
21.52%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.37%
New
80
Increased
270
Reduced
430
Closed
95
Calls
$77.5M
Puts
$191M
Net Calls
-$114M
Net Calls Change
-$39.8M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$163M
2
Millennium Management
Millennium Management
New York
+$143M
3
JCM
Junto Capital Management
New York
+$59.7M
4
CC
Carlson Capital
Texas
+$53.5M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$51.2M

Top Sellers

1
FMI
Fiduciary Management Inc
Wisconsin
-$296M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$149M
3
American Century Companies
American Century Companies
Missouri
-$105M
4
USAA
United Services Automobile Association
Texas
-$92.1M
5
Morgan Stanley
Morgan Stanley
New York
-$88.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
926
Tompkins Financial
New York
$17K – – –
NCM
927
Nelson Capital Management
California
$17K +$17K +368 New
SNT
928
Security National Trust
West Virginia
$16K – – –
FCB
929
First Command Bank
Texas
$16K – – –
FCFS
930
First Command Financial Services
Texas
$16K – – –
CAL
931
Capital Advisors Ltd
Ohio
$16K +$16K +350 New
AIM
932
Advantage Investment Management
Iowa
$14K – – –
MSFP
933
Mark Sheptoff Financial Planning
Connecticut
$14K – – –
PFGIA
934
Patriot Financial Group Insurance Agency
Massachusetts
$13K -$27.2K -616 -68%
VCM
935
Versant Capital Management
Arizona
$13K – – –
OFS
936
Orrstown Financial Services
Pennsylvania
$13K – – –
FGAM
937
Financial Gravity Asset Management
Texas
$12K +$1.43K +32 +14%
RAM
938
Riggs Asset Management
Pennsylvania
$12K +$12K +283 New
IFAM
939
Institutional & Family Asset Management
Colorado
$11K -$3.17K -68 -22%
WCG
940
Weaver Consulting Group
California
$11K – – –
BL
941
Balentine LLC
Georgia
$10K -$230 -5 -2%
HS
942
Horan Securities
United States
$10K +$90 +2 +0.9%
MIFH
943
Migdal Insurance & Financial Holdings
Israel
$10K +$178 +4 +2%
SFS
944
Sowell Financial Services
Arkansas
$10K +$10K +222 New
AWM
945
Avior Wealth Management
Nebraska
$9K -$7.84K -182 -47%
SIS
946
Sound Income Strategies
Florida
$9K – – –
MCM
947
MV Capital Management
Maryland
$9K – – –
TCM
948
Tradewinds Capital Management
Washington
$8K – – –
HGWM
949
Harvest Group Wealth Management
Massachusetts
$8K – – –
SFSIG
950
San Francisco Sentry Investment Group
California
$7K -$1.55K -35 -18%
36 37
38
39 40