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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 %
WIC
1001
Whitegate Investment Counselors
New Hampshire
– -$301K -5,971 Closed
LOAMS
1002
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$296K -5,891 Closed
LWAC
1003
Laurel Wealth Advisors (California)
California
– -$292K -5,794 Closed
BMC
1004
Benin Management Corp
Connecticut
– -$291K -5,785 Closed
SAG
1005
Spotlight Asset Group
Illinois
– -$215K -5,777 Closed
LFA
1006
Legacy Financial Advisors
Kentucky
– -$290K -5,767 Closed
MWP
1007
MYCIO Wealth Partners
Pennsylvania
– -$290K -5,754 Closed
SC
1008
Searle & Co
Connecticut
– -$286K -5,683 Closed
CIC
1009
Crawford Investment Counsel
Georgia
– -$282K -5,608 Closed
FG
1010
Fiduciary Group
Georgia
– -$280K -5,565 Closed
ST
1011
Spinnaker Trust
Maine
– -$277K -5,508 Closed
SIC
1012
Schwartz Investment Counsel
Michigan
– -$277K -5,500 Closed
TNB
1013
TCF National Bank
South Dakota
– -$276K -5,483 Closed
CT
1014
Cambridge Trust
Massachusetts
– -$274K -5,447 Closed
KFGK
1015
Keystone Financial Group (Kentucky)
Kentucky
– -$272K -5,400 Closed
MA
1016
Montag & Associates
Georgia
– -$269K -5,347 Closed
HKAM
1017
Horizon Kinetics Asset Management
New York
– -$266K -5,286 Closed
WWM
1018
Windsor Wealth Management
Indiana
– -$266K -5,278 Closed
CM
1019
Capula Management
Cayman Islands
– -$265K -5,270 Closed
PWAP
1020
Private Wealth Advisors (Pennsylvania)
Pennsylvania
– -$232K -5,165 Closed
FCI
1021
Financial Counselors Inc
Kansas
– -$260K -5,158 Closed
GIA
1022
GHP Investment Advisors
Colorado
– -$259K -5,146 Closed
FRM
1023
Fox Run Management
Connecticut
– -$259K -5,140 Closed
CCM
1024
Chilton Capital Management
Texas
– -$258K -5,121 Closed
SFWA
1025
Summit Financial Wealth Advisors
Louisiana
– -$226K -5,023 Closed
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