BK icon

Bank of New York Mellon
BK

Overview Fund Activity

1,060 hedge funds and large institutions have $37.6B invested in Bank of New York Mellon in 2019 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 313 increasing their positions, 394 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,060
Holders Change
+80
Holders Change %
+8.16%
% of All Funds
20.93%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.45%
New
157
Increased
313
Reduced
394
Closed
62
Calls
$93.4M
Puts
$130M
Net Calls
-$36.4M
Net Calls Change
+$77.2M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$349M
2
Macquarie Group
Macquarie Group
Australia
$915M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$135M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$192M
5
JCM
Junto Capital Management
New York
$139M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$51.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$178M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$135M
5
PP
Prudential plc
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
951
Global Retirement Partners
California
$37K +$1.56K +31 +4%
WAP
952
Wealthcare Advisory Partners
Pennsylvania
$37K +$10.2K +200 +38%
SGAM
953
Smith Group Asset Management
Texas
$37K +$37K +740 New
LGWM
954
Litman Gregory Wealth Management
California
$35K – – –
BG
955
Bollard Group
Massachusetts
$35K +$253 +5 +0.7%
NIM
956
NuWave Investment Management
New Jersey
$35K +$31.1K +617 +791%
SC
957
Solstein Capital
California
$35K +$35K +686 New
LWM
958
Lenox Wealth Management
Ohio
$33K -$1.97K -39 -6%
TFS
959
TrustCore Financial Services
Tennessee
$33K – – –
WQ
960
Wealth Quarterback
New Jersey
$31.1K +$31.1K +7,440 New
PMFA
961
Plante Moran Financial Advisors
Michigan
$31K – – –
SA
962
SRH Advisors
Kansas
$31K – – –
OC
963
Oakworth Capital
Alabama
$31K – – –
BCA
964
Berman Capital Advisors
Georgia
$31K – – –
GI
965
Gradient Investments
Minnesota
$30K +$202 +4 +0.7%
EP
966
Eudaimonia Partners
Tennessee
$30K +$30K +597 New
GAM
967
Gemmer Asset Management
California
$29K -$1.44K -29 -5%
PCA
968
Providence Capital Advisors
North Carolina
$29K – – –
FL
969
Fort LP
Maryland
$29K +$29K +583 New
CB
970
CNB Bank
Pennsylvania
$28K -$5.89K -119 -17%
HWM
971
Howard Wealth Management
Connecticut
$28K +$28K +572 New
VNA
972
Valley National Advisers
Pennsylvania
$27K -$2.9K -57 -10%
ACM
973
AUA Capital Management
Pennsylvania
$26K -$22.6K -456 -47%
AIC
974
Ameritas Investment Company
Nebraska
$26K +$24K +470 +1,205%
NG
975
NWK Group
California
$25K +$25K +500 New
37 38
39
40 41