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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 %
BCM
826
Brookstone Capital Management
Illinois
$217K -$8.04K -152 -4%
BCM
827
BTR Capital Management
California
$217K – – –
BJL
828
Brighton Jones LLC
Washington
$216K -$13.9K -262 -6%
MCM
829
Murphy Capital Management
New Jersey
$215K +$215K +4,064 New
SLA
830
Silver Lake Advisory
Utah
$214K – – –
CAG
831
Crestwood Advisors Group
Massachusetts
$212K – – –
KA
832
Kovack Advisors
Florida
$212K +$212K +3,994 New
NEAM
833
New England Asset Management
Connecticut
$212K +$212K +4,000 New
Capstone Investment Advisors
834
Capstone Investment Advisors
New York
$212K +$212K +4,000 New
MCM
835
MAI Capital Management
Ohio
$207K +$207K +3,902 New
BFEC
836
Benjamin F. Edwards & Company
Missouri
$205K +$38.5K +726 +23%
CL
837
CPWM LLC
Washington
$203K -$255K -4,814 -56%
BAS
838
Brown Advisory Securities
Maryland
$203K +$203K +3,827 New
RC
839
Roundview Capital
New Jersey
$202K +$202K +3,805 New
RA
840
Rational Advisors
New York
$200K -$668K -12,600 -77%
FWM
841
Focused Wealth Management
New York
$195K -$3.71K -70 -2%
Lazard Asset Management
842
Lazard Asset Management
New York
$191K – – –
WAM
843
Wealthspire Advisors (Maryland)
Maryland
$185K +$953 +18 +0.5%
LNB
844
Ledyard National Bank
$183K +$152K +2,867 +495%
SC
845
SRB Corp
Massachusetts
$179K -$21.8K -411 -11%
BONST
846
Bank of Nova Scotia Trust
Ontario, Canada
$178K +$178K +3,354 New
BC
847
Barnett & Company
Tennessee
$170K – – –
WTB
848
Washington Trust Bank
Washington
$168K -$23.9K -450 -12%
QCG
849
Quadrant Capital Group
Ohio
$168K +$3.72K +75 +2%
ASN
850
Advisory Services Network
Georgia
$153K +$9.23K +174 +6%
32 33
34
35 36