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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 %
WA
651
Wheatland Advisors
Pennsylvania
$482K -$9.41K -199 -2%
QAM
652
Quantres Asset Management
Cayman Islands
$482K +$482K +10,200 New
YWP
653
YorkBridge Wealth Partners
New York
$481K +$277K +5,888 +136%
KJHP
654
K.J. Harrison & Partners
Ontario, Canada
$478K -$144K -3,042 -23%
BOH
655
Bank of Hawaii
Hawaii
$477K -$105K -2,230 -18%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$477K -$103K -2,175 -18%
PP
657
Patten & Patten
Tennessee
$473K +$473K +10,020 New
MWM
658
Meridian Wealth Management
Kentucky
$472K +$44.9K +950 +11%
RCM
659
RNC Capital Management
California
$468K -$183K -3,876 -28%
ISL
660
Ingalls & Snyder LLC
New York
$468K +$4.02K +85 +0.9%
OA
661
Oxbow Advisors
Texas
$465K – – –
MWM
662
MinichMacGregor Wealth Management
New York
$465K – – –
CIC
663
Crawford Investment Counsel
Georgia
$464K +$8.64K +183 +2%
UR
664
USCA RIA
Texas
$459K -$1.56K -33 -0.3%
MHC
665
Meyer Handelman Company
New York
$458K – – –
CL
666
CPWM LLC
Washington
$458K +$1.65K +35 +0.4%
NSAM
667
North Star Asset Management
Wisconsin
$456K – – –
WJA
668
Williams Jones & Associates
New York
$448K -$4.72K -100 -1%
PGIM
669
Pacific Global Investment Management
California
$446K -$37K -785 -8%
PWLP
670
Prio Wealth Limited Partnership
Massachusetts
$442K – – –
CCA
671
Checchi Capital Advisers
California
$441K -$63.2K -1,337 -13%
LIC
672
Lodestar Investment Counsel
Illinois
$440K – – –
TA
673
Tiedemann Advisors
New York
$433K +$433K +9,178 New
CCFCSB
674
Cape Cod Five Cents Savings Bank
Massachusetts
$418K – – –
ZCA
675
Zeke Capital Advisors
Pennsylvania
$417K +$99.6K +2,107 +31%
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