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Bank of New York Mellon
BK

Overview Fund Activity

964 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2016 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 281 increasing their positions, 355 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+101
Holders Change %
+11.7%
% of All Funds
24.14%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
1.13%
New
164
Increased
281
Reduced
355
Closed
52
Calls
$259M
Puts
$231M
Net Calls
+$28.2M
Net Calls Change
+$47.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$222M
2
Millennium Management
Millennium Management
New York
+$200M
3
State Street
State Street
Massachusetts
+$182M
4
Renaissance Technologies
Renaissance Technologies
New York
+$168M
5
Ameriprise
Ameriprise
Minnesota
+$130M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$326M
2
MAM
Magellan Asset Management
Australia
-$208M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$146M
4
VVP
Vulcan Value Partners
Alabama
-$146M
5
MCM
Marcato Capital Management
California
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
MERSOM
426
Municipal Employees' Retirement System of Michigan
Michigan
$2.63M -$203K -4,280 -7%
FA
427
FDx Advisors
Illinois
$2.6M +$2.23M +47,139 +612%
RW
428
Rand Wealth
Maryland
$2.57M – – –
BWP
429
Baldwin Wealth Partners
Massachusetts
$2.52M +$46.2K +975 +2%
RCM
430
Riverhead Capital Management
Delaware
$2.51M -$2.61M -55,100 -51%
Rafferty Asset Management
431
Rafferty Asset Management
New York
$2.5M -$693K -14,632 -22%
NLI
432
Nippon Life Insurance
Japan
$2.48M +$34.3K +724 +1%
RFS
433
Rockefeller Financial Services
New York
$2.45M -$4.74K -100 -0.2%
PCM
434
Parsons Capital Management
Rhode Island
$2.42M +$15.9K +335 +0.7%
Creative Planning
435
Creative Planning
Kansas
$2.41M -$210K -4,423 -8%
BF
436
BOK Financial
Oklahoma
$2.41M +$257K +5,416 +12%
TI
437
Trexquant Investment
Connecticut
$2.39M -$934K -19,700 -28%
BEAM
438
Baker Ellis Asset Management
Washington
$2.39M +$2.37K +50 +0.1%
William Blair & Company
439
William Blair & Company
Illinois
$2.38M -$325K -6,851 -12%
BGC
440
Blue Granite Capital
South Carolina
$2.35M +$2.35M +49,625 New
BMO
441
Beck Mack & Oliver
New York
$2.33M – – –
TCT
442
TIAA CREF Trust
Missouri
$2.3M -$21.9K -462 -0.9%
ANTB
443
AMG National Trust Bank
Colorado
$2.29M +$62.7K +1,324 +3%
DVM
444
Dreman Value Management
Florida
$2.28M -$503K -10,621 -18%
WC
445
Woodstock Corp
Massachusetts
$2.23M -$71.1K -1,500 -3%
LTI
446
Laffer Tengler Investments
Tennessee
$2.22M +$2.22M +46,895 New
CIM
447
CenturyLink Investment Management
Colorado
$2.19M +$1.88M +39,759 +615%
RJFSA
448
Raymond James Financial Services Advisors
Florida
$2.15M +$192K +4,053 +10%
BC
449
Bartlett & Co
Ohio
$2.14M – – –
11A
450
10-15 Associates
New York
$2.13M -$602K -12,702 -22%
16 17
18
19 20