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Bank of New York Mellon
BK

Overview Fund Activity

969 hedge funds and large institutions have $45.4B invested in Bank of New York Mellon in 2017 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 319 increasing their positions, 374 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+33
Holders Change %
+3.53%
% of All Funds
24.19%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
1.02%
New
85
Increased
319
Reduced
374
Closed
43
Calls
$140M
Puts
$285M
Net Calls
-$146M
Net Calls Change
-$75.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$668M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$171M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$108M
4
Morgan Stanley
Morgan Stanley
New York
+$97.7M
5
American Century Companies
American Century Companies
Missouri
+$89.7M

Top Sellers

1
TFM
Trian Fund Management
New York
-$530M
2
Macquarie Group
Macquarie Group
Australia
-$123M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$119M
4
Harris Associates
Harris Associates
Illinois
-$114M
5
ClearBridge Investments
ClearBridge Investments
New York
-$51.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIC
676
Lodestar Investment Counsel
Illinois
$494K +$11.1K +209 +2%
FTIOP
677
Fiduciary Trust International of Pennsylvania
Pennsylvania
$493K -$61.6K -1,161 -11%
WEC
678
Winslow Evans & Crocker
Massachusetts
$472K +$55.7K +1,051 +13%
YWP
679
YorkBridge Wealth Partners
New York
$471K -$50.8K -957 -10%
TMAM
680
Tokio Marine Asset Management
Japan
$467K -$132K -2,496 -22%
BAM
681
Berkshire Asset Management
Pennsylvania
$465K -$28.9K -545 -6%
CCFCSB
682
Cape Cod Five Cents Savings Bank
Massachusetts
$465K -$2.12K -40 -0.5%
NIM
683
Northeast Investment Management
Massachusetts
$465K – – –
HCM
684
Horrell Capital Management
Arkansas
$463K +$463K +11,016 New
PAG
685
Private Advisory Group
Washington
$462K -$29.4K -556 -6%
NSAM
686
North Star Asset Management
Wisconsin
$461K -$10.6K -200 -2%
S
687
SignatureFD
Georgia
$454K -$9.65K -182 -2%
Wolverine Trading
688
Wolverine Trading
Illinois
$454K +$454K +8,561 New
EWM
689
Evercore Wealth Management
New York
$446K – – –
FNBTCON
690
First National Bank & Trust Co of Newtown
Pennsylvania
$438K – – –
Simplex Trading
691
Simplex Trading
Illinois
$437K +$437K +8,261 New
SSWM
692
Sheets Smith Wealth Management
North Carolina
$436K – – –
CA
693
Cetera Advisors
Colorado
$435K -$531 -10 -0.1%
FMLI
694
Fukoku Mutual Life Insurance
Japan
$433K – – –
RB
695
Rodgers Brothers
Pennsylvania
$432K – – –
MHIC
696
Marble Harbor Investment Counsel
Massachusetts
$431K – – –
BHWM
697
Bar Harbor Wealth Management
New Hampshire
$427K – – –
FCAG
698
First Capital Advisors Group
New Jersey
$426K -$206K -3,892 -33%
FHA
699
First Horizon Advisors
Tennessee
$421K -$26.6K -500 -6%
Fisher Asset Management
700
Fisher Asset Management
Washington
$419K -$18.6K -350 -4%
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