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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 %
BB
801
Busey Bank
Illinois
$250K +$250K +4,720 New
FBT
802
First Bank & Trust
South Dakota
$248K -$7.18K -135 -3%
SCM
803
Salem Capital Management
Massachusetts
$246K – – –
LCM
804
Logan Capital Management
Pennsylvania
$245K -$1.86K -35 -0.8%
BTW
805
Boston Trust Walden
Massachusetts
$243K – – –
CB
806
Community Bank
New York
$243K – – –
IIM
807
Ironwood Investment Management
Massachusetts
$243K – – –
SBIA
808
Sheaff Brock Investment Advisors
Indiana
$242K – – –
AIM
809
Aspen Investment Management
Michigan
$241K – – –
FCFC
810
First Commonwealth Financial Corp
Pennsylvania
$239K – – –
WIA
811
Westbourne Investment Advisors
Maryland
$238K -$3.72K -70 -2%
IIC
812
Integrated Investment Consultants
Michigan
$236K +$1.59K +30 +0.7%
SMC
813
Smith, Moore & Co
Missouri
$236K +$236K +4,452 New
HA
814
Harfst & Associates
Wyoming
$234K -$3.01K -57 -1%
PFSC
815
Peoples Financial Services Corp
Pennsylvania
$233K – – –
PA
816
Parallel Advisors
California
$229K +$1.38K +27 +0.6%
VST
817
Van Strum & Towne
California
$228K -$30.5K -575 -12%
TIA
818
Tiemann Investment Advisors
California
$227K +$18.6K +350 +9%
IH
819
IFC Holdings
Florida
$225K -$1.44K -27 -0.6%
DPIM
820
Duff & Phelps Investment Management
Illinois
$222K -$12.7K -240 -5%
PFS
821
Prospera Financial Services
Texas
$222K – – –
KTC
822
Kistler-Tiffany Companies
Pennsylvania
$221K +$742 +14 +0.3%
FCIM
823
Fairview Capital Investment Management
California
$220K +$220K +4,150 New
FP
824
FDO Partners
Massachusetts
$219K +$219K +4,122 New
LWAC
825
Laurel Wealth Advisors (California)
California
$218K +$218K +4,124 New
31 32
33
34 35