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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 %
WJWM
1051
Williams Jones Wealth Management
New York
– -$215K -4,273 Closed
BHBT
1052
Burke & Herbert Bank & Trust
Virginia
– -$215K -4,261 Closed
LIM
1053
Leavell Investment Management
Alabama
– -$214K -4,258 Closed
CGA
1054
Crescent Grove Advisors
Illinois
– -$214K -4,257 Closed
AOWM
1055
Alpha Omega Wealth Management
Virginia
– -$213K -4,228 Closed
CL
1056
CPWM LLC
Washington
– -$211K -4,191 Closed
GDP
1057
Great Diamond Partners
Maine
– -$209K -4,154 Closed
QCM
1058
Quantinno Capital Management
New York
– -$209K -4,151 Closed
SC
1059
Sepio Capital
Utah
– -$209K -4,151 Closed
SHWM
1060
Smith & Howard Wealth Management
Georgia
– -$208K -4,128 Closed
WCP
1061
Welch Capital Partners
New York
– -$206K -4,101 Closed
HCM
1062
Hillman Capital Management
Maryland
– -$205K -4,066 Closed
RCM
1063
Radnor Capital Management
Pennsylvania
– -$204K -4,045 Closed
PP
1064
Palladium Partners
Virginia
– -$202K -4,023 Closed
SIM
1065
SSI Investment Management
California
– -$202K -4,014 Closed
SB
1066
Simmons Bank
Arkansas
– -$202K -4,010 Closed
AAP
1067
Arax Advisory Partners
Colorado
– -$201K -4,000 Closed
AL
1068
Arnhold LLC
New York
– -$201K -4,000 Closed
SCM
1069
Salem Capital Management
Massachusetts
– -$201K -4,000 Closed
PEA
1070
Pacific Edge Advisors
California
– -$201K -3,996 Closed
Fisher Asset Management
1071
Fisher Asset Management
Washington
– -$200K -3,983 Closed
HSA
1072
HBK Sorce Advisory
Pennsylvania
– -$200K -3,977 Closed
FPS
1073
Fieldpoint Private Securities
Connecticut
– -$192K -3,830 Closed
CHAM
1074
Clear Harbor Asset Management
Connecticut
– -$192K -3,819 Closed
TPWA
1075
TRUE Private Wealth Advisors
Oregon
– -$191K -3,800 Closed
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