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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 %
KFP
1026
KB Financial Partners
New Jersey
$6K +$6K +122 New
KFI
1027
Key Financial Inc
Pennsylvania
$5K – – –
SFSIG
1028
San Francisco Sentry Investment Group
California
$5K – – –
CB
1029
CNB Bank
Pennsylvania
$5K – – –
MA
1030
MCF Advisors
Kentucky
$5K +$5K +96 New
CWA
1031
Carolina Wealth Advisors
South Carolina
$5K +$5K +97 New
EIP
1032
Ellis Investment Partners
Pennsylvania
$5K +$5K +100 New
MWM
1033
Mascoma Wealth Management
New Hampshire
$5K +$5K +100 New
BMD
1034
Better Money Decisions
New Mexico
$5K +$5K +113 New
Nisa Investment Advisors
1035
Nisa Investment Advisors
Missouri
$4.3K -$637 -13,464 -13%
EIM
1036
Essex Investment Management
Massachusetts
$4K – – –
RWG
1037
Regal Wealth Group
California
$4K +$4K +89 New
MWP
1038
Meridian Wealth Partners
Pennsylvania
$4K +$4K +91 New
BAM
1039
Bellevue Asset Management
Washington
$3K – – –
FWM
1040
Filbrandt Wealth Management
Wisconsin
$3K +$3K +68 New
SFO
1041
Standard Family Office
South Dakota
$2K – – –
DSC
1042
Duncker Streett & Co
Missouri
$2K – – –
HCP
1043
Hexagon Capital Partners
Arkansas
$2K – – –
BC
1044
Barnett & Company
Tennessee
$2K +$439 +9 +28%
KFS
1045
Kelly Financial Services
Massachusetts
$1.51K – – –
BWM
1046
BerganKDV Wealth Management
Minnesota
$1K – – –
CA
1047
Centerpoint Advisors
Massachusetts
$1K – – –
GWMIA
1048
Global Wealth Management Investment Advisory
Florida
$1K – – –
SCA
1049
Stuart Chaussee & Associates
California
$1K +$1K +25 New
LPARFS
1050
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$945 -$236 -5,000 -20%
40 41
42
43 44