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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 %
AIM
1101
Aigen Investment Management
New York
– -$202K -4,755 Closed
Barrow, Hanley, Mewhinney & Strauss
1102
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$173K -4,073 Closed
DWM
1103
Defined Wealth Management
Oregon
– -$161K -3,800 Closed
FFG
1104
Fortem Financial Group
California
– -$153K -3,612 Closed
RWA
1105
Ropes Wealth Advisors
Massachusetts
– -$120K -2,823 Closed
LGA
1106
Lebenthal Global Advisors
New York
– -$71K -1,691 Closed
ICP
1107
Interchange Capital Partners
Pennsylvania
– -$69K -1,630 Closed
PFO
1108
Pathstone Family Office
New Jersey
– -$68K -1,609 Closed
BWM
1109
Birchcreek Wealth Management
Ohio
– -$59K -1,408 Closed
VCG
1110
Vantage Consulting Group
Virginia
– -$56K -1,322 Closed
CYG
1111
Clean Yield Group
Vermont
– -$55K -1,300 Closed
CTFG
1112
Capstone Triton Financial Group
Oklahoma
– -$51K -1,202 Closed
GWM
1113
Greenhouse Wealth Management
Connecticut
– -$50K -1,169 Closed
PWM
1114
Perigon Wealth Management
California
– -$45K -1,061 Closed
EA
1115
Elm Advisors
California
– -$41K -975 Closed
LWA
1116
Lenox Wealth Advisors
New York
– -$36K -860 Closed
LWCFA
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$28K -663 Closed
RPWA
1118
Regent Peak Wealth Advisors
Georgia
– -$26K -612 Closed
CCA
1119
Childress Capital Advisors
Texas
– -$23K -546 Closed
FWM
1120
FSA Wealth Management
Massachusetts
– -$21K -500 Closed
CL
1121
COWA LLC
Oklahoma
– -$20K -432 Closed
PWPS
1122
Pinnacle Wealth Planning Services
Ohio
– -$18K -425 Closed
HFM
1123
Harvest Fund Management
China
– -$16K -396 Closed
BSSFA
1124
Baron Silver Stevens Financial Advisors
Florida
– -$12K -300 Closed
TWM
1125
Tradition Wealth Management
Minnesota
– -$4K -104 Closed
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