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Bank of New York Mellon

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
601
Boston Family Office
Massachusetts
$654K
BP
602
Ballentine Partners
Massachusetts
$645K
NB
603
NBT Bank
New York
$645K
FC
604
Forte Capital
New York
$643K -$23.4K -495 -4%
EFS
605
Essex Financial Services
Connecticut
$643K +$1.61K +34 +0.3%
JCM
606
Jacobi Capital Management
Pennsylvania
$642K -$9.41K -200 -1%
FIG
607
FundX Investment Group
California
$639K
SC
608
Schulhoff & Co
Ohio
$638K -$13K -275 -2%
SB
609
Simmons Bank
Arkansas
$631K -$9.3K -197 -1%
FCAG
610
First Capital Advisors Group
New Jersey
$626K +$43.9K +929 +8%
ICOA
611
Investment Centers of America
North Dakota
$624K -$113K -2,400 -15%
LOAME
612
Lombard Odier Asset Management (Europe)
United Kingdom
$613K -$159K -3,361 -21%
WSFS
613
Wilmington Savings Fund Society
Delaware
$613K
LIM
614
Leavell Investment Management
Alabama
$612K
AAM
615
Advisors Asset Management
Colorado
$612K +$11.9K +252 +2%
OIA
616
Optimum Investment Advisors
Illinois
$611K
CCWA
617
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$607K +$9.35K +198 +2%
Mackenzie Financial
618
Mackenzie Financial
Ontario, Canada
$606K -$91.7K -1,941 -13%
FI
619
FormulaFolio Investments
Michigan
$606K +$606K +12,825 New
BG
620
Bahl & Gaynor
Ohio
$600K -$37.6K -796 -6%
WBG
621
Wharton Business Group
Pennsylvania
$591K
WA
622
Waverly Advisors
Alabama
$583K +$583K +12,344 New
WT
623
Whittier Trust
California
$578K +$67.9K +1,438 +13%
ST
624
Sabal Trust
Florida
$576K
FQ
625
First Quadrant
California
$571K