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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 %
IFAM
951
Institutional & Family Asset Management
Colorado
$13K -$6.8K -159 -34%
MSFP
952
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
OFS
953
Orrstown Financial Services
Pennsylvania
$13K – – –
AIM
954
Advantage Investment Management
Iowa
$13K – – –
GSWM
955
Golden State Wealth Management
California
$13K – – –
CA
956
Centerpoint Advisors
Massachusetts
$12K – – –
LB
957
Legacy Bridge
Iowa
$12K – – –
TAIM
958
TD Ameritrade Investment Management
Nebraska
$12K +$10.9K +241 +964%
FGAM
959
Financial Gravity Asset Management
Texas
$10K -$23.6K -560 -70%
WCG
960
Weaver Consulting Group
California
$10K – – –
HS
961
Horan Securities
United States
$10K +$45 +1 +0.5%
MIFH
962
Migdal Insurance & Financial Holdings
Israel
$10K +$1.58K +35 +19%
BL
963
Balentine LLC
Georgia
$10K +$4.64K +103 +87%
SFSIG
964
San Francisco Sentry Investment Group
California
$9K -$1.91K -41 -18%
MCM
965
MV Capital Management
Maryland
$9K – – –
SIS
966
Sound Income Strategies
Florida
$9K – – –
BWM
967
Baystate Wealth Management
Massachusetts
$9K +$43 +1 +0.5%
CTB
968
Country Trust Bank
Illinois
$8K -$13.5K -300 -63%
TCM
969
Tradewinds Capital Management
Washington
$8K – – –
EI
970
Ellevest Inc
New York
$8K +$8K +185 New
IBOK
971
Independence Bank of Kentucky
Kentucky
$7K -$3.03K -65 -30%
HGWM
972
Harvest Group Wealth Management
Massachusetts
$7K – – –
CFGS
973
Concourse Financial Group Securities
Alabama
$6K -$140K -3,348 -96%
ADL
974
Asset Dedication LLC
California
$5K -$7.82K -169 -61%
LF
975
Lee Financial
Texas
$5K – – –
37 38
39
40 41