BK icon

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 %
BC
676
Burney Company
Virginia
$416K +$416K +8,810 New
NIM
677
Northeast Investment Management
Massachusetts
$414K – – –
MWP
678
MYCIO Wealth Partners
Pennsylvania
$409K +$93.3K +1,976 +30%
Wellington Management Group
679
Wellington Management Group
Massachusetts
$408K -$862K -18,251 -68%
BTNA
680
Bremer Trust National Association
Minnesota
$408K -$56.6K -1,197 -12%
NCM
681
Northside Capital Management
Oregon
$408K +$408K +8,633 New
S
682
SignatureFD
Georgia
$403K +$16.2K +342 +4%
EWM
683
Evercore Wealth Management
New York
$402K -$21K -446 -5%
RB
684
Rodgers Brothers
Pennsylvania
$400K – – –
CSM
685
CAMG Solamere Management
North Carolina
$400K +$16K +339 +4%
FNBTCON
686
First National Bank & Trust Co of Newtown
Pennsylvania
$399K – – –
JCM
687
Janney Capital Management
Pennsylvania
$397K -$12.7K -268 -3%
FHA
688
First Horizon Advisors
Tennessee
$396K +$4.1K +87 +1%
SPIA
689
Steward Partners Investment Advisory
New York
$394K +$197K +4,179 +100%
AL
690
Aspiriant LLC
California
$391K +$15.1K +320 +4%
BHWM
691
Bar Harbor Wealth Management
New Hampshire
$389K +$10.2K +215 +3%
SSWM
692
Sheets Smith Wealth Management
North Carolina
$387K -$783K -16,592 -67%
FMLI
693
Fukoku Mutual Life Insurance
Japan
$386K +$18.9K +400 +5%
Fisher Asset Management
694
Fisher Asset Management
Washington
$379K -$30.3K -643 -7%
JG
695
Jefferies Group
New York
$375K -$2.35M -49,607 -86%
IIM
696
Intact Investment Management
Quebec, Canada
$373K -$373K -7,900 -50%
CA
697
Cetera Advisors
Colorado
$373K +$112K +2,380 +43%
WEC
698
Winslow Evans & Crocker
Massachusetts
$371K -$9.45K -200 -2%
CA
699
Capital Advantage
California
$364K – – –
IPAM
700
ICICI Prudential Asset Management
India
$364K – – –
26 27
28
29 30