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Bank of New York Mellon
BK

Overview Fund Activity

914 hedge funds and large institutions have $25.4B invested in Bank of New York Mellon in 2020 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 305 increasing their positions, 354 reducing their positions, and 98 closing their positions.

Holders
914
Holders Change
-25
Holders Change %
-2.66%
% of All Funds
18.49%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.3%
New
82
Increased
305
Reduced
354
Closed
98
Calls
$103M
Puts
$126M
Net Calls
-$23.1M
Net Calls Change
-$6.68M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$2.13B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$622M
3
JAM
3
Jupiter Asset Management
United Kingdom
$64M
4
LP
4
Longview Partners
Guernsey
$984M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$568M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$407M
2
TFM
2
Trian Fund Management
New York
$0
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$424M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$27.3M
5
Ameriprise
5
Ameriprise
Minnesota
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
MA
976
Mutual Advisors
Nebraska
– – -5,560 Closed
SAG
977
Spotlight Asset Group
Illinois
– – -5,504 Closed
TNB
978
TCF National Bank
South Dakota
– – -5,498 Closed
PTC
979
Petrus Trust Company
Texas
– – -5,476 Closed
ST
980
Spinnaker Trust
Maine
– – -5,433 Closed
KFGK
981
Keystone Financial Group (Kentucky)
Kentucky
– – -5,400 Closed
MA
982
Montag & Associates
Georgia
– – -5,347 Closed
PI
983
Putnam Investments
Massachusetts
– – -5,318 Closed
GT
984
Glenview Trust
Kentucky
– – -5,302 Closed
WWM
985
Windsor Wealth Management
Indiana
– – -5,250 Closed
EWM
986
Evercore Wealth Management
New York
– – -5,223 Closed
WIC
987
Whitegate Investment Counselors
New Hampshire
– – -5,201 Closed
OPS
988
Orion Portfolio Solutions
Nebraska
– – -4,090 Closed
BFIM
989
Beese Fulmer Investment Management
Ohio
– – -3,040 Closed
FANJ
990
Financial Architects (New Jersey)
New Jersey
– – -3,034 Closed
HFA
991
Hoover Financial Advisors
Pennsylvania
– – -3,018 Closed
PI
992
PEAK6 Investments
Illinois
– – -2,733 Closed
TI
993
tru Independence
Oregon
– – -2,401 Closed
PA
994
Procyon Advisors
Connecticut
– – -1,734 Closed
BCM
995
Blume Capital Management
California
– – -1,500 Closed
SCA
996
Stonebridge Capital Advisors
Minnesota
– – -915 Closed
BL
997
Balentine LLC
Georgia
– – -880 Closed
ST
998
Sageworth Trust
Pennsylvania
– – -805 Closed
CWM
999
Campbell Wealth Management
Virginia
– – -800 Closed
MA
1000
Modus Advisors
Minnesota
– – -634 Closed
37 38 39
40
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