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Bank of New York Mellon
BK

Overview Fund Activity

933 hedge funds and large institutions have $40.5B invested in Bank of New York Mellon in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 302 increasing their positions, 377 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-31
Holders Change %
-3.22%
% of All Funds
23.26%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.9%
New
79
Increased
302
Reduced
377
Closed
97
Calls
$68.8M
Puts
$187M
Net Calls
-$118M
Net Calls Change
-$146M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.6B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$536M
3
NEAM
New England Asset Management
Connecticut
+$174M
4
Capital International Investors
Capital International Investors
California
+$114M
5
American Century Companies
American Century Companies
Missouri
+$103M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$254M
2
Dodge & Cox
Dodge & Cox
California
-$219M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$186M
4
Renaissance Technologies
Renaissance Technologies
New York
-$175M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SJIM
551
St. Johns Investment Management
Florida
$886K -$35.5K -751 -4%
SW
552
SVB Wealth
Massachusetts
$883K +$11.1K +235 +1%
FPFS
553
First Personal Financial Services
North Carolina
$880K – – –
AI
554
Accredited Investors
Minnesota
$876K -$303K -6,423 -26%
PP
555
Paloma Partners
Connecticut
$873K -$7.79M -164,786 -90%
1GA
556
1st Global Advisors
Texas
$873K -$11.4K -241 -1%
FNBT
557
FineMark National Bank & Trust
Florida
$873K +$89.7K +1,900 +11%
BRWA
558
B. Riley Wealth Advisors
Florida
$870K -$236K -4,994 -21%
BAAM
559
Baker Avenue Asset Management
California
$866K +$30.6K +647 +4%
ARMC
560
American Research & Management Company
Massachusetts
$865K -$58.5K -1,238 -6%
VFA
561
Voya Financial Advisors
Connecticut
$865K +$200K +4,277 +30%
VIM
562
Veritas Investment Management
United Kingdom
$863K – – –
FCMT
563
Founders Capital Management (Texas)
Texas
$847K +$847K +17,940 New
NG
564
Northstar Group
New York
$845K -$79.1K -1,644 -9%
JIC
565
Johnson Investment Counsel
Ohio
$843K -$33.5K -709 -4%
FANJ
566
Financial Architects (New Jersey)
New Jersey
$840K – – –
BWAM
567
Boyd Watterson Asset Management
Ohio
$828K +$85K +1,799 +11%
HA
568
Hamel Associates
New Jersey
$823K -$118K -2,500 -13%
WC
569
Whitnell & Co
Illinois
$821K – – –
Truist Financial
570
Truist Financial
North Carolina
$813K -$161K -3,408 -17%
CBTWT
571
Community Bank & Trust (Waco, Texas)
Texas
$812K +$40.8K +863 +5%
EIA
572
Edgemoor Investment Advisors
Maryland
$808K – – –
CSS
573
Cubist Systematic Strategies
Connecticut
$806K -$2.45M -51,876 -75%
SA
574
Sicart Associates
New York
$806K -$806K -17,075 -50%
IA
575
IFP Advisors
Florida
$804K +$54.3K +1,151 +7%
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