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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 %
AIS
976
Accurate Investment Solutions
Pennsylvania
$5K – – –
ACA
977
Atlas Capital Advisors
Wyoming
$4.86K -$8.21K -186 -63%
MWM
978
Meridian Wealth Management
Kentucky
$4.35K +$23 +51 +0.5%
LA
979
Legacy Advisors
Pennsylvania
$4K -$6K -150 -60%
DSC
980
Duncker Streett & Co
Missouri
$4K – – –
MWM
981
Mascoma Wealth Management
New Hampshire
$4K – – –
EIM
982
Essex Investment Management
Massachusetts
$4K – – –
GT
983
Glenmede Trust
Pennsylvania
$3.89K -$4.39K -99,541 -53%
W
984
WealthStone
Ohio
$3.62K +$3.62K +82 New
TWA
985
TCI Wealth Advisors
Arizona
$3K -$2.15K -53 -42%
BWL
986
Bogart Wealth LLC
Virginia
$3K – – –
TFGT
987
TS Financial Group (TSFG)
Illinois
$3K – – –
PO
988
Private Ocean
California
$3K +$38 +1 +1%
GWMIA
989
Global Wealth Management Investment Advisory
Florida
$2K – – –
CBT
990
Central Bank & Trust
Kentucky
$2K – – –
KFS
991
Kelly Financial Services
Massachusetts
$1.41K – – –
JPLA
992
Joseph P. Lucia & Associates
New York
$1K -$50.2K -1,155 -98%
EWM
993
Executive Wealth Management
Michigan
$1K – – –
CA
994
Crewe Advisors
Utah
$1K – – –
LFG
995
Larson Financial Group
Missouri
$1K +$955 +21 +2,100%
UB
996
UMB Bank
Missouri
$337 -$243 -5,501 -42%
CT
997
Chicago Trust
Illinois
$278 +$12 +264 +4%
A
998
AustralianSuper
Australia
– -$145M -2,876,900 Closed
BGCP
999
Bristol Gate Capital Partners
Ontario, Canada
– -$33.4M -662,086 Closed
LCM
1000
Laurion Capital Management
New York
– -$19.7M -391,100 Closed
38 39
40
41 42