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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 %
WEC
676
Winslow Evans & Crocker
Massachusetts
$290K -$37 -1 -0%
BFM
677
Boston Financial Management
Massachusetts
$288K -$83.7K -2,273 -23%
HWA
678
Heritage Wealth Advisors
Virginia
$288K +$25.8K +700 +10%
CA
679
Capital Advantage
California
$284K – – –
FBA
680
Front Barnett Associates
Illinois
$282K – – –
SIG
681
Schaller Investment Group
North Carolina
$278K – – –
PWAP
682
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$278K – – –
SSWM
683
Sheets Smith Wealth Management
North Carolina
$276K -$35K -950 -11%
CT
684
Cambridge Trust
Massachusetts
$276K – – –
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$272K -$18.4K -500 -6%
FNBT
686
FineMark National Bank & Trust
Florida
$270K +$37.5K +1,021 +16%
PAM
687
PartnerRe Asset Management
Connecticut
$269K -$3.68K -100 -1%
HIMC
688
Heritage Investors Management Corp
Maryland
$268K – – –
WJA
689
Williams Jones & Associates
New York
$267K -$7.38K -200 -3%
Royal London Asset Management
690
Royal London Asset Management
United Kingdom
$267K +$256K +9,435,358 +2,407%
DPIM
691
Duff & Phelps Investment Management
Illinois
$265K -$134K -3,630 -34%
PCM
692
Pointe Capital Management
Michigan
$263K +$6.6K +179 +3%
EB
693
Eastern Bank
Massachusetts
$261K -$28K -759 -10%
SIG
694
Schooner Investment Group
Pennsylvania
$259K – – –
BLAM
695
Bourne Lent Asset Management
New York
$258K – – –
GWM
696
Geneos Wealth Management
Colorado
$258K +$258K +6,986 New
CCM
697
Compton Capital Management
Rhode Island
$256K – – –
PAIA
698
Park Avenue Institutional Advisers
New York
$254K -$7.16K -194 -3%
PG
699
PEAK6 Group
Illinois
$254K +$254K +6,905 New
JWA
700
JFS Wealth Advisors
Pennsylvania
$253K -$62.8K -1,703 -20%
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