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Bank of New York Mellon
BK

Overview Fund Activity

863 hedge funds and large institutions have $34.2B invested in Bank of New York Mellon in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 282 increasing their positions, 350 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
23.06%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.8%
New
66
Increased
282
Reduced
350
Closed
53
Calls
$117M
Puts
$136M
Net Calls
-$19.6M
Net Calls Change
+$48.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$109M
2
Morgan Stanley
Morgan Stanley
New York
+$87.4M
3
Millennium Management
Millennium Management
New York
+$83.7M
4
DSA
Davis Selected Advisers
Arizona
+$68.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$56.4M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$736M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$376M
3
MCM
Marcato Capital Management
California
-$305M
4
MAM
Magellan Asset Management
Australia
-$298M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
601
Optimum Investment Advisors
Illinois
$516K +$10.7K +267 +2%
CS
602
Cannell & Spears
New York
$509K – – –
CCWA
603
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$506K +$506K +12,698 New
BBA
604
BLB&B Advisors
Pennsylvania
$501K -$10.4K -260 -2%
LJAC
605
L.J. Altfest & Co
New York
$499K – – –
AAM
606
Advisors Asset Management
Colorado
$491K -$40.9K -1,024 -8%
FP
607
FDO Partners
Massachusetts
$488K +$488K +12,243 New
ST
608
Sabal Trust
Florida
$486K – – –
Jane Street
609
Jane Street
New York
$485K -$949K -23,824 -66%
FQ
610
First Quadrant
California
$483K – – –
Eagle Capital Management (New York)
611
Eagle Capital Management (New York)
New York
$479K – – –
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$463K -$3.19K -80 -0.7%
SIA
613
Sit Investment Associates
Minnesota
$449K – – –
CB
614
Chemical Bank
Michigan
$445K – – –
WIC
615
Whitegate Investment Counselors
New Hampshire
$438K -$25.5K -640 -6%
HT
616
HighTower Trust
Texas
$438K -$3.51K -88 -0.8%
CFMC
617
Curbstone Financial Management Corp
New Hampshire
$437K -$23.9K -600 -5%
CAS
618
Cue Advisory Services
Arizona
$437K +$6.58K +165 +2%
EWM
619
Evercore Wealth Management
New York
$435K -$64.9K -1,627 -13%
WT
620
Whittier Trust
California
$431K – – –
FPB
621
First PREMIER Bank
South Dakota
$431K +$67.2K +1,683 +18%
MAM
622
Mizuho Asset Management
Japan
$430K -$149K -3,741 -26%
TCOO
623
Trust Company of Oklahoma
Oklahoma
$423K +$10.7K +269 +3%
CL
624
CPWM LLC
Washington
$423K -$153K -3,846 -27%
BTNA
625
Bremer Trust National Association
Minnesota
$423K +$598 +15 +0.1%
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25
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