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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 %
AssetMark Inc
751
AssetMark Inc
California
$282K +$33.2K +704 +13%
NSB
752
Norway Savings Bank
Maine
$280K – – –
WA
753
WealthTrust Axiom
Pennsylvania
$277K +$47 +1 +0%
RIL
754
Rothschild Investment LLC
Illinois
$276K +$47.2K +1,000 +21%
AGM
755
Alpine Global Management
New York
$271K +$271K +5,729 New
IP
756
Investment Partners
Ohio
$271K +$271K +5,735 New
AW
757
Alpha Windward
Massachusetts
$267K +$1.14K +24 +0.4%
FG
758
Fiduciary Group
Georgia
$263K – – –
WTC
759
WhitTier Trust Company
Nevada
$260K -$3.54K -75 -1%
MA
760
Montag & Associates
Georgia
$260K – – –
CA
761
Cullinan Associates
Kentucky
$260K +$260K +5,500 New
YL
762
YCG LLC
Texas
$259K – – –
CFMC
763
Curbstone Financial Management Corp
New Hampshire
$259K – – –
DAM
764
Delta Asset Management
Tennessee
$257K +$4.21K +89 +2%
CA
765
Continuum Advisory
Idaho
$257K +$257K +5,434 New
HIMC
766
Heritage Investors Management Corp
Maryland
$253K – – –
DPIM
767
Duff & Phelps Investment Management
Illinois
$251K -$24.6K -520 -9%
CFG
768
Citizens Financial Group
Rhode Island
$249K – – –
RCAG
769
Rehmann Capital Advisory Group
Michigan
$247K +$1.7K +36 +0.7%
CTC
770
Central Trust Company
Missouri
$245K -$68.6K -1,452 -22%
FCH
771
Freestone Capital Holdings
Washington
$245K +$245K +5,195 New
AT
772
Argent Trust
Texas
$244K -$14.9K -315 -6%
BHBT
773
Burke & Herbert Bank & Trust
Virginia
$242K -$526K -11,139 -69%
GIA
774
GHP Investment Advisors
Colorado
$242K +$47 +1 +0%
LOAMS
775
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K +$242K +5,119 New
29 30
31
32 33