BK icon

Bank of New York Mellon
BK

Overview Fund Activity

894 hedge funds and large institutions have $24.7B invested in Bank of New York Mellon in 2020 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 277 increasing their positions, 381 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
-166
Holders Change %
-15.66%
% of All Funds
19.75%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
76
Increased
277
Reduced
381
Closed
224
Calls
$40.2M
Puts
$80.5M
Net Calls
-$40.3M
Net Calls Change
-$3.98M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$516M
2
American Century Companies
American Century Companies
Missouri
+$96.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$88.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$62.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$51.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$447M
2
Capital International Investors
Capital International Investors
California
-$195M
3
Millennium Management
Millennium Management
New York
-$138M
4
Goldman Sachs
Goldman Sachs
New York
-$106M
5
TFM
Trian Fund Management
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
976
Patten & Patten
Tennessee
– -$494K -9,808 Closed
XF
977
XML Financial
Maryland
– -$477K -9,484 Closed
TCM
978
Teza Capital Management
Illinois
– -$460K -9,142 Closed
GP
979
Girard Partners
Pennsylvania
– -$454K -9,035 Closed
DWM
980
Dakota Wealth Management
Florida
– -$454K -9,030 Closed
CCA
981
Catalyst Capital Advisors
New York
– -$453K -9,000 Closed
WCM
982
Whitener Capital Management
North Carolina
– -$442K -8,790 Closed
CA
983
Cetera Advisors
Colorado
– -$420K -8,395 Closed
UF
984
Univest Financial
Pennsylvania
– -$397K -8,386 Closed
SCM
985
Schnieders Capital Management
California
– -$413K -8,213 Closed
MAFM
986
Mid Atlantic Financial Management
Pennsylvania
– -$405K -8,042 Closed
EWM
987
Evercore Wealth Management
New York
– -$392K -7,792 Closed
WA
988
Wheatland Advisors
Pennsylvania
– -$391K -7,764 Closed
KM
989
Kalos Management
Georgia
– -$385K -7,659 Closed
VCM
990
Vivaldi Capital Management
Illinois
– -$382K -7,584 Closed
WBG
991
Wharton Business Group
Pennsylvania
– -$378K -7,520 Closed
NSAM
992
North Star Asset Management
Wisconsin
– -$375K -7,445 Closed
PI
993
Putnam Investments
Massachusetts
– -$369K -7,337 Closed
DTL
994
Dynamic Technology Lab
Singapore
– -$355K -7,046 Closed
BS
995
Boenning & Scattergood
Pennsylvania
– -$344K -6,839 Closed
CBTWT
996
Community Bank & Trust (Waco, Texas)
Texas
– -$335K -6,657 Closed
FNT
997
First National Trust
Pennsylvania
– -$319K -6,330 Closed
WIA
998
Wealthstreet Investment Advisors
Texas
– -$312K -6,200 Closed
JCM
999
Janney Capital Management
Pennsylvania
– -$306K -6,085 Closed
MA
1000
Mutual Advisors
Nebraska
– -$302K -5,991 Closed
38 39
40
41 42