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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 %
IIM
826
Ironwood Investment Management
Massachusetts
$217K +$217K +4,577 New
FWM
827
Focused Wealth Management
New York
$216K +$190 +4 +0.1%
SBIA
828
Sheaff Brock Investment Advisors
Indiana
$216K +$216K +4,564 New
TPWA
829
TRUE Private Wealth Advisors
Oregon
$214K +$214K +4,762 New
DLA
830
Douglas Lane & Associates
New York
$213K +$213K +4,487 New
KIA
831
KCM Investment Advisors
California
$212K +$212K +4,465 New
AIM
832
Aspen Investment Management
Michigan
$212K +$212K +4,479 New
RC
833
RegentAtlantic Capital
New Jersey
$211K +$211K +4,453 New
IIC
834
Integrated Investment Consultants
Michigan
$209K +$71.1K +1,500 +52%
PFSC
835
Peoples Financial Services Corp
Pennsylvania
$206K +$15.5K +400 +8%
FCFC
836
First Commonwealth Financial Corp
Pennsylvania
$206K +$206K +4,348 New
YWP
837
YorkBridge Wealth Partners
New York
$205K +$205K +4,328 New
EGA
838
E&G Advisors
Texas
$204K +$204K +4,300 New
SC
839
Scotia Capital
Ontario, Canada
$204K +$204K +4,309 New
CAM
840
Columbia Asset Management
Michigan
$199K +$199K +4,200 New
SPIA
841
Steward Partners Investment Advisory
New York
$198K +$198K +4,181 New
KTC
842
Kistler-Tiffany Companies
Pennsylvania
$196K +$570 +12 +0.3%
GLI
843
Guardian Life Insurance
New York
$192K +$806 +17 +0.4%
NEAM
844
New England Asset Management
Connecticut
$190K – – –
Lazard Asset Management
845
Lazard Asset Management
New York
$185K +$185K +3,919 New
SC
846
SRB Corp
Massachusetts
$172K -$13K -275 -7%
QCG
847
Quadrant Capital Group
Ohio
$164K -$406 -9 -0.2%
RA
848
Rational Advisors
New York
$159K -$15.9K -330 -9%
BC
849
Barnett & Company
Tennessee
$152K – – –
BFEC
850
Benjamin F. Edwards & Company
Missouri
$149K +$149K +3,141 New
32 33
34
35 36