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Bank of New York Mellon
BK

Overview Fund Activity

1,071 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 295 increasing their positions, 453 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+35
Holders Change %
+3.38%
% of All Funds
23.22%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.48%
New
110
Increased
295
Reduced
453
Closed
61
Calls
$133M
Puts
$140M
Net Calls
-$6.64M
Net Calls Change
+$81.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
3
LP
Longview Partners
Guernsey
+$133M
4
Legal & General Group
Legal & General Group
United Kingdom
+$53.2M
5
Charles Schwab
Charles Schwab
California
+$48.3M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$320M
2
O
OppenheimerFunds
New York
-$252M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$155M
4
TFM
Trian Fund Management
New York
-$146M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1101
Washington Capital Management
Washington
– -$242K -5,150 Closed
TPWA
1102
TRUE Private Wealth Advisors
Oregon
– -$233K -4,960 Closed
SS
1103
Simplicity Solutions
Minnesota
– -$227K -4,817 Closed
AW
1104
ACG Wealth
Georgia
– -$222K -4,721 Closed
CIC
1105
Cornercap Investment Counsel
Georgia
– -$209K -4,445 Closed
CC
1106
Claybrook Capital
Massachusetts
– -$203K -4,317 Closed
EWA
1107
ERTS Wealth Advisors
Michigan
– -$188K -3,990 Closed
FIA
1108
Foundations Investment Advisors
Arizona
– -$208K -3,944 Closed
AIC
1109
Ameritas Investment Company
Nebraska
– -$156K -3,321 Closed
LNB
1110
Ledyard National Bank
– -$135K -2,867 Closed
PG
1111
Patten Group
Tennessee
– -$112K -2,379 Closed
JA
1112
JOYN Advisors
Georgia
– -$96K -2,050 Closed
MOS
1113
MGO One Seven
Ohio
– -$95K -2,021 Closed
KPCM
1114
Kings Point Capital Management
New York
– -$94K -2,000 Closed
MWA
1115
Meridian Wealth Advisors
Texas
– -$75K -1,586 Closed
PFC
1116
Phocas Financial Corp
California
– -$56K -1,200 Closed
LWCFA
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$42K -892 Closed
IIM
1118
Ipswich Investment Management
Massachusetts
– -$40K -850 Closed
FTI
1119
Fiduciary Trust International
Massachusetts
– -$38K -816 Closed
TCS
1120
Texas Children's
Texas
– -$37K -780 Closed
FAM
1121
Fred Alger Management
New York
– -$33K -710 Closed
WANY
1122
Wealthspire Advisors (New York)
New York
– -$33K -705 Closed
CA
1123
Claro Advisors
Massachusetts
– -$33K -651 Closed
BOPW
1124
Brandywine Oak Private Wealth
Pennsylvania
– -$18K -400 Closed
ED
1125
Exane Derivatives
France
– -$9.98K -212 Closed
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