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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 %
BFC
951
Bedel Financial Consulting
Indiana
$38K – – –
JWM
952
Janiczek Wealth Management
Colorado
$38K +$9.41K +201 +33%
SCM
953
Silvant Capital Management
Georgia
$37K – – –
QT
954
Quantbot Technologies
New York
$37K +$37K +793 New
FF
955
FourThought Financial
Florida
$36K – – –
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
$34K +$24.6K +524 +261%
CFO
957
CVA Family Office
Colorado
$34K +$34K +725 New
WPA
958
West Paces Advisors
Georgia
$33.4K +$8.7K +184 +35%
DWP
959
Destiny Wealth Partners
Florida
$33K – – –
BG
960
Bollard Group
Massachusetts
$33K +$140 +3 +0.4%
GI
961
Gradient Investments
Minnesota
$33K +$3.66K +77 +12%
EW
962
Evoke Wealth
California
$32K +$2.49K +53 +8%
SSB
963
Sandy Spring Bank
Maryland
$31K – – –
AIC
964
Ameritas Investment Company
Nebraska
$30.3K +$30.3K +641 New
ZB
965
Zions Bancorporation
Utah
$30K -$16K -340 -35%
WWM
966
Wolff Wiese Magana
California
$30K – – –
SGAM
967
Smith Group Asset Management
Texas
$30K +$3.98K +84 +15%
OC
968
Oakworth Capital
Alabama
$29K – – –
RCG
969
Rock Creek Group
District of Columbia
$26K -$13.6K -291 -34%
HIA
970
Harbor Investment Advisory
Maryland
$26K -$8.34K -176 -24%
ACM
971
AUA Capital Management
Pennsylvania
$25K – – –
HWA
972
HHM Wealth Advisors
Tennessee
$24K – – –
LC
973
Lindbrook Capital
California
$23K +$1.28K +27 +6%
SWA
974
SOA Wealth Advisors
New York
$22K +$752 +16 +4%
CIA
975
CSat Investment Advisory
Michigan
$22K +$1.18K +25 +6%
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