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Bank of New York Mellon
BK

Overview Fund Activity

860 hedge funds and large institutions have $35.1B invested in Bank of New York Mellon in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 283 increasing their positions, 339 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
-17
Holders Change %
-1.94%
% of All Funds
22.98%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.77%
New
65
Increased
283
Reduced
339
Closed
72
Calls
$74.6M
Puts
$143M
Net Calls
-$68.2M
Net Calls Change
-$200M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$1.41B
2
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$258M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.58B
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$186M
5
Dodge & Cox
5
Dodge & Cox
California
$2.17B

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$14.4M
2
MCM
2
Marcato Capital Management
California
$410M
3
State Street
3
State Street
Massachusetts
$1.73B
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$58.7M
5
APG Asset Management
5
APG Asset Management
Netherlands
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
726
Cornerstone Advisors (Washington)
Washington
$220K – – –
OAM
727
Oberweis Asset Management
Illinois
$220K +$78 +2 +0%
HSA
728
HBK Sorce Advisory
Pennsylvania
$219K -$10.4K -267 -5%
FG
729
Fiduciary Group
Georgia
$216K – – –
CAL
730
Capital Analysts LLC
Pennsylvania
$215K – – –
MA
731
Montag & Associates
Georgia
$214K – – –
CA
732
Cetera Advisors
Colorado
$214K +$214K +5,494 New
RCAG
733
Rehmann Capital Advisory Group
Michigan
$213K -$2.49K -64 -1%
LCM
734
Logan Capital Management
Pennsylvania
$209K +$209K +5,369 New
AW
735
Alpha Windward
Massachusetts
$208K -$4.43K -114 -2%
DAM
736
Delta Asset Management
Tennessee
$208K – – –
PFSC
737
Peoples Financial Services Corp
Pennsylvania
$206K – – –
VST
738
Van Strum & Towne
California
$206K +$206K +5,300 New
WIA
739
Westbourne Investment Advisors
Maryland
$205K -$40.2K -1,035 -16%
CFG
740
Citizens Financial Group
Rhode Island
$205K -$3.93K -101 -2%
AssetMark Inc
741
AssetMark Inc
California
$205K -$1.75K -45 -0.8%
FA
742
FDx Advisors
Illinois
$203K +$203K +5,214 New
NSIM
743
North Star Investment Management
Illinois
$202K +$5.43K +140 +3%
CGT
744
Capital Guardian Trust
California
$202K +$114K +2,952 +131%
SBIA
745
Sheaff Brock Investment Advisors
Indiana
$200K -$10.9K -280 -5%
SWA
746
Sutton Wealth Advisors
Florida
$197K – – –
CB
747
Community Bank
New York
$196K – – –
FMII
748
Farmers & Merchants Investments Inc
Nebraska
$186K -$12.6K -325 -6%
LJHT
749
Laurie J. Hall Trustee
$185K +$10.8K +280 +6%
FWM
750
Focused Wealth Management
New York
$178K +$387 +10 +0.2%
28 29
30
31 32