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Bank of New York Mellon
BK

Overview Fund Activity

1,054 hedge funds and large institutions have $34.4B invested in Bank of New York Mellon in 2021 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 360 increasing their positions, 355 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,054
Holders Change
+49
Holders Change %
+4.88%
% of All Funds
18.56%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.3%
New
134
Increased
360
Reduced
355
Closed
78
Calls
$121M
Puts
$143M
Net Calls
-$22.6M
Net Calls Change
+$5.56M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$258M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$241M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
BlackRock
BlackRock
New York
+$150M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$130M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$464M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$378M
3
LP
Longview Partners
Guernsey
-$166M
4
Millennium Management
Millennium Management
New York
-$159M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
926
Glassman Wealth Services
Virginia
$56K +$750 +16 +1%
SOW
927
State of Wyoming
Wyoming
$56K +$56K +1,177 New
AP
928
Atwood & Palmer
Missouri
$55K -$9.58K -201 -15%
COCM
929
Charter Oak Capital Management
New Hampshire
$55K – – –
CBT
930
CoreFirst Bank & Trust
Kansas
$55K – – –
GRP
931
Global Retirement Partners
California
$55K +$47 +1 +0.1%
Jones Financial Companies
932
Jones Financial Companies
Missouri
$55K +$55K +1,171 New
AWM
933
AllSquare Wealth Management
New York
$52K -$29.1K -618 -36%
IAIM
934
International Assets Investment Management
Florida
$50K – – –
BWM
935
Baystate Wealth Management
Massachusetts
$49K +$328 +7 +0.7%
MGIM
936
M&G Investment Management
United Kingdom
$48.3K -$8.98K -190,978 -16%
MCA
937
Mercer Capital Advisers
New Jersey
$47K – – –
BCM
938
Bourgeon Capital Management
Connecticut
$47K – – –
VBCG
939
Valley Brook Capital Group
Pennsylvania
$47K – – –
EP
940
Eudaimonia Partners
Tennessee
$46K +$16.3K +341 +55%
PSB
941
Piscataqua Savings Bank
New Hampshire
$46K +$46K +979 New
TI
942
Truehand Inc
New Hampshire
$45K – – –
WP
943
WealthShield Partners
North Carolina
$45K +$45K +944 New
ATC
944
Adirondack Trust Company
New York
$44K -$957 -20 -2%
CWM
945
Cranbrook Wealth Management
Michigan
$43K +$43K +901 New
SCA
946
Stonebridge Capital Advisors
Minnesota
$43K +$43K +915 New
LAS
947
Lloyd Advisory Services
Georgia
$42K +$7.11K +150 +20%
EWM
948
Edge Wealth Management
New York
$39K – – –
PCIA
949
Prime Capital Investment Advisors
Kansas
$39K – – –
AAM
950
Advisors Asset Management
Colorado
$38K -$114K -2,435 -75%
36 37
38
39 40