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Bank of New York Mellon
BK

Overview Fund Activity

877 hedge funds and large institutions have $32.5B invested in Bank of New York Mellon in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 311 increasing their positions, 342 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-17
Holders Change %
-1.9%
% of All Funds
23.41%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
0.83%
New
69
Increased
311
Reduced
342
Closed
75
Calls
$194M
Puts
$62.4M
Net Calls
+$132M
Net Calls Change
+$96.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$176M
2
VVP
Vulcan Value Partners
Alabama
+$95.3M
3
Macquarie Group
Macquarie Group
Australia
+$82.8M
4
Deutsche Bank
Deutsche Bank
Germany
+$65.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$61.8M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$363M
2
Millennium Management
Millennium Management
New York
-$81.7M
3
DSA
Davis Selected Advisers
Arizona
-$72M
4
SC
Sculptor Capital
New York
-$63.8M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAIM
576
Hunter Associates Investment Management
Pennsylvania
$562K -$73.7K -2,000 -12%
MFS
577
MSI Financial Services
Massachusetts
$562K +$14.8K +402 +3%
AP
578
Advisor Partners
California
$553K -$165K -4,476 -23%
CGI
579
CI Global Investments
California
$552K -$3.73M -101,400 -87%
NI
580
Numeric Investors
Massachusetts
$552K -$1.33M -36,200 -71%
BHBT
581
Burke & Herbert Bank & Trust
Virginia
$552K – – –
PAG
582
Private Advisor Group
New Jersey
$549K -$45.2K -1,222 -8%
WS
583
Wedbush Securities
California
$548K +$26K +706 +5%
RCM
584
RNC Capital Management
California
$545K – – –
FIM
585
Fruth Investment Management
Texas
$543K – – –
OIA
586
Optimum Investment Advisors
Illinois
$540K -$232K -6,300 -30%
HBWM
587
Hollow Brook Wealth Management
New York
$536K +$536K +14,550 New
AAIM
588
American Assets Investment Management
California
$527K – – –
CS
589
Credential Securities
$522K +$36.1K +980 +7%
ECM
590
Everence Capital Management
Indiana
$518K – – –
BFO
591
Boston Family Office
Massachusetts
$510K – – –
NB
592
NBT Bank
New York
$492K – – –
BRWA
593
B. Riley Wealth Advisors
Florida
$492K +$162K +6,498 +49%
BG
594
Bahl & Gaynor
Ohio
$490K +$22.1K +600 +5%
FC
595
Forte Capital
New York
$489K +$5.82K +158 +1%
SB
596
Simmons Bank
Arkansas
$489K +$489K +13,282 New
MC
597
Miles Capital
Iowa
$477K -$6.3K -171 -1%
BP
598
Ballentine Partners
Massachusetts
$475K -$53.3K -1,447 -10%
JIC
599
Joel Isaacson & Co
New York
$474K – – –
IA
600
IFP Advisors
Florida
$473K -$246K -4,863 -34%
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