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Bank of New York Mellon
BK

Overview Fund Activity

964 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2016 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 281 increasing their positions, 355 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+101
Holders Change %
+11.7%
% of All Funds
24.14%
Holding in Top 10
45
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+50%
% of All Funds
1.13%
New
164
Increased
281
Reduced
355
Closed
52
Calls
$259M
Puts
$231M
Net Calls
+$28.2M
Net Calls Change
+$47.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$222M
2
Millennium Management
Millennium Management
New York
+$200M
3
State Street
State Street
Massachusetts
+$182M
4
Renaissance Technologies
Renaissance Technologies
New York
+$168M
5
Ameriprise
Ameriprise
Minnesota
+$130M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$326M
2
MAM
Magellan Asset Management
Australia
-$208M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$146M
4
VVP
Vulcan Value Partners
Alabama
-$146M
5
MCM
Marcato Capital Management
California
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
801
Pinkerton Retirement Specialists
Idaho
$242K -$7.58K -160 -3%
ZIM
802
Zacks Investment Management
Illinois
$241K +$241K +5,088 New
DZ Bank
803
DZ Bank
Germany
$241K +$241K +5,108 New
SWA
804
Sutton Wealth Advisors
Florida
$240K – – –
GC
805
Grimes & Company
Massachusetts
$239K – – –
SCA
806
Sippican Capital Advisors
Massachusetts
$238K – – –
DWT
807
Dorsey & Whitney Trust
South Dakota
$237K +$237K +4,972 New
AAP
808
Ardsley Advisory Partners
Connecticut
$237K +$237K +5,000 New
OAM
809
Oberweis Asset Management
Illinois
$234K -$8.04K -170 -3%
TDC
810
Thompson Davis & Co
Virginia
$234K +$214K +4,506 +1,055%
OCM
811
Oakwood Capital Management
California
$234K +$234K +4,932 New
SCM
812
Salem Capital Management
Massachusetts
$234K +$234K +4,943 New
FBT
813
First Bank & Trust
South Dakota
$233K +$233K +4,906 New
LJHT
814
Laurie J. Hall Trustee
$231K +$231K +4,795 New
WB
815
Webster Bank
Connecticut
$230K +$230K +4,848 New
RIL
816
Rothschild Investment LLC
Illinois
$230K +$230K +4,853 New
FMII
817
Farmers & Merchants Investments Inc
Nebraska
$227K – – –
WIA
818
Westbourne Investment Advisors
Maryland
$226K -$18.4K -388 -8%
MCWS
819
McKinley Carter Wealth Services
West Virginia
$226K +$226K +4,768 New
CB
820
Community Bank
New York
$222K -$70.7K -1,491 -24%
DE
821
Day & Ennis
Georgia
$221K +$221K +4,659 New
GC
822
Guardian Capital
Ontario, Canada
$220K +$220K +4,641 New
PHK
823
Point72 Hong Kong
Hong Kong
$219K -$132K -2,777 -38%
RWM
824
RKL Wealth Management
Pennsylvania
$219K +$219K +4,621 New
LCM
825
Logan Capital Management
Pennsylvania
$217K -$37.3K -787 -15%
31 32
33
34 35