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Bank of New York Mellon
BK

Overview Fund Activity

936 hedge funds and large institutions have $43.5B invested in Bank of New York Mellon in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 304 increasing their positions, 383 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
23.37%
Holding in Top 10
42
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.67%
% of All Funds
1.05%
New
69
Increased
304
Reduced
383
Closed
57
Calls
$80.4M
Puts
$150M
Net Calls
-$69.8M
Net Calls Change
+$48M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$878M
2
Norges Bank
Norges Bank
Norway
+$154M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$124M
4
Capital International Investors
Capital International Investors
California
+$116M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$54.6M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$356M
2
NEAM
New England Asset Management
Connecticut
-$174M
3
Goldman Sachs
Goldman Sachs
New York
-$77M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$61.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWA
601
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$674K +$19K +372 +3%
Mackenzie Financial
602
Mackenzie Financial
Ontario, Canada
$664K +$9.39K +184 +1%
WSFS
603
Wilmington Savings Fund Society
Delaware
$662K – – –
LOAME
604
Lombard Odier Asset Management (Europe)
United Kingdom
$662K – – –
OIA
605
Optimum Investment Advisors
Illinois
$660K – – –
JCM
606
Jacobi Capital Management
Pennsylvania
$656K -$51.9K -1,000 -7%
WA
607
Waverly Advisors
Alabama
$640K +$10.5K +205 +2%
WBG
608
Wharton Business Group
Pennsylvania
$638K – – –
NWP
609
Northstar Wealth Partners
Connecticut
$632K +$29.7K +573 +5%
HT
610
HighTower Trust
Texas
$625K +$91K +1,783 +17%
FC
611
Forte Capital
New York
$621K -$74K -1,450 -11%
FQ
612
First Quadrant
California
$617K – – –
SF
613
Synovus Financial
Georgia
$613K +$22.4K +438 +4%
WT
614
Whittier Trust
California
$612K -$12.1K -238 -2%
Eagle Capital Management (New York)
615
Eagle Capital Management (New York)
New York
$612K – – –
GXMC
616
Global X Management Company
New York
$611K +$68.7K +1,347 +13%
FCAG
617
First Capital Advisors Group
New Jersey
$609K -$67.5K -1,323 -10%
RIM
618
Rampart Investment Management
Connecticut
$605K +$455K +8,924 +304%
TA
619
Tiedemann Advisors
New York
$604K +$136K +2,669 +29%
CPA
620
Clear Perspective Advisors
Illinois
$596K +$8.93K +175 +2%
SOADOR
621
State of Alaska Department of Revenue
Alaska
$595K +$38.8K +760 +7%
TMAM
622
Tokio Marine Asset Management
Japan
$577K -$221K -4,338 -28%
SIA
623
Sit Investment Associates
Minnesota
$575K – – –
CS
624
Cannell & Spears
New York
$575K – – –
CC
625
Courier Capital
New York
$569K +$45.9K +900 +9%
23 24
25
26 27