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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 %
PA
1001
Perennial Advisors
New York
$13K +$13K +278 New
BFG
1002
Baron Financial Group
New Jersey
$12.2K – – –
PH
1003
Pinnacle Holdings
Oklahoma
$11.9K +$11.9K +251 New
ACA
1004
Atlas Capital Advisors
Wyoming
$11.8K +$11.8K +250 New
BWL
1005
Bogart Wealth LLC
Virginia
$11K – – –
IFAM
1006
Institutional & Family Asset Management
Colorado
$11K – – –
MCM
1007
MV Capital Management
Maryland
$11K +$1.35K +28 +14%
Loomis, Sayles & Company
1008
Loomis, Sayles & Company
Massachusetts
$11K +$11K +224 New
SIC
1009
Salem Investment Counselors
North Carolina
$10K – – –
SIS
1010
Sound Income Strategies
Florida
$9.46K – – –
TAM
1011
Tucker Asset Management
Colorado
$9.46K – – –
HFA
1012
HC Financial Advisors
California
$9K -$54K -1,200 -86%
TCM
1013
Tradewinds Capital Management
Washington
$9K – – –
PB
1014
Pinnacle Bancorp
Nebraska
$9K – – –
VRM
1015
Vectors Research Management
New York
$9K – – –
LF
1016
Lee Financial
Texas
$9K – – –
EWA
1017
Evolution Wealth Advisors
Florida
$8K – – –
CAL
1018
Capital Advisors Ltd
Ohio
$8K – – –
RA
1019
Resolute Advisors
California
$8K +$8K +169 New
TIM
1020
Tortoise Investment Management
New York
$8K +$8K +175 New
GLLW
1021
Graves Light Lenhart Wealth
Virginia
$7K -$7.34K -150 -51%
IBOK
1022
Independence Bank of Kentucky
Kentucky
$7K – – –
PGAM
1023
Princeton Global Asset Management
New Jersey
$7K – – –
WCM
1024
Wealthcare Capital Management
Virginia
$7K +$7K +157 New
APWA
1025
Atlas Private Wealth Advisors
New Jersey
$6K – – –
39 40
41
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