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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 %
Cerity Partners
1026
Cerity Partners
New York
– -$252K -4,995 Closed
SWM
1027
Segment Wealth Management
Texas
– -$250K -4,969 Closed
IWC
1028
Integrated Wealth Concepts
Massachusetts
– -$249K -4,949 Closed
WIA
1029
Westbourne Investment Advisors
Maryland
– -$247K -4,913 Closed
AL
1030
Aspiriant LLC
California
– -$247K -4,902 Closed
GT
1031
Greenleaf Trust
Michigan
– -$247K -4,899 Closed
SL
1032
Summitry LLC
California
– -$246K -4,884 Closed
SS
1033
Sunbelt Securities
Texas
– -$244K -4,856 Closed
OAM
1034
Oberweis Asset Management
Illinois
– -$244K -4,842 Closed
WAM
1035
Weiss Asset Management
Massachusetts
– -$243K -4,836 Closed
RWP
1036
RWA Wealth Partners
Massachusetts
– -$243K -4,827 Closed
RWM
1037
RKL Wealth Management
Pennsylvania
– -$243K -4,820 Closed
VA
1038
Valmark Advisers
Ohio
– -$234K -4,647 Closed
LWM
1039
Laidlaw Wealth Management
New York
– -$232K -4,608 Closed
IIM
1040
Ironwood Investment Management
Massachusetts
– -$231K -4,597 Closed
GCA
1041
Genesee Capital Advisors
New York
– -$230K -4,586 Closed
MCWS
1042
McKinley Carter Wealth Services
West Virginia
– -$229K -4,559 Closed
SBIA
1043
Sheaff Brock Investment Advisors
Indiana
– -$228K -4,526 Closed
BAC
1044
Boys Arnold & Co
North Carolina
– -$227K -4,509 Closed
WSCM
1045
Wellington Shields Capital Management
New York
– -$226K -4,500 Closed
KA
1046
Kovack Advisors
Florida
– -$226K -4,487 Closed
BWCS
1047
Beirne Wealth Consulting Services
Connecticut
– -$222K -4,405 Closed
EWM
1048
Empirical Wealth Management
Washington
– -$219K -4,348 Closed
BTW
1049
Boston Trust Walden
Massachusetts
– -$217K -4,317 Closed
WDL
1050
Well Done LLC
Michigan
– -$216K -4,290 Closed
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42
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