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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.

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
EA
5
Emerald Acquisition
Washington
$85.9M

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 Market Value Shares Shares
Change 		Shares
Change %
EWM
801
Endurance Wealth Management
Rhode Island
$42K 1,085 – –
DSN
802
D. Scott Neal
Kentucky
$42K 1,081 – –
CG
803
Cutler Group
California
$42K 1,100 +149 +16%
WTB
804
Washington Trust Bank
Washington
$39K 1,000 – –
LWCFA
805
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K 1,000 – –
AP
806
Atwood & Palmer
Missouri
$39K 1,000 – –
CFA
807
CT Financial Advisors
Pennsylvania
$38.2K 982 – –
KA
808
Klingman & Associates
New York
$37K 965 – –
GWS
809
Glassman Wealth Services
Virginia
$34K 875 +500 +133%
WRM
810
Westport Resources Management
Connecticut
$33K 850 – –
NCM
811
Nelson Capital Management
California
$31K 800 – –
FNBSF
812
First National Bank Sioux Falls
South Dakota
$30K 763 – –
CBT
813
Central Bank & Trust
Kentucky
$29K 750 -193 -20%
AF
814
Allworth Financial
California
$29K 752 – –
WP
815
WealthPLAN Partners
Nebraska
$27.8K 1,427 +1,427 New
AIS
816
Accurate Investment Solutions
Pennsylvania
$27K 702 – –
OC
817
Oakworth Capital
Alabama
$26K 610 – –
VCM
818
Versant Capital Management
Arizona
$26K 670 – –
GAM
819
Gemmer Asset Management
California
$25K 632 +27 +4%
M
820
MOTCO
Texas
$24K 605 -141 -19%
LNB
821
Ledyard National Bank
$23K 583 – –
CWM
822
Catamount Wealth Management
Connecticut
$23K 595 – –
IWM
823
Integrated Wealth Management
California
$22K 572 – –
ZB
824
Zions Bancorporation
Utah
$21K 540 -391 -42%
EFSCE
825
Enterprise Financial Services Corp (EFSC)
Missouri
$21K 532 – –
31 32
33
34 35