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Bank of New York Mellon
BK

Overview Fund Activity

863 hedge funds and large institutions have $34.2B invested in Bank of New York Mellon in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 282 increasing their positions, 350 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
863
Holders Change
+3
Holders Change %
+0.35%
% of All Funds
23.06%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.8%
New
66
Increased
282
Reduced
350
Closed
53
Calls
$117M
Puts
$136M
Net Calls
-$19.6M
Net Calls Change
+$48.6M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$475M
2
Morgan Stanley
Morgan Stanley
New York
$225M
3
Millennium Management
Millennium Management
New York
$89.5M
4
DSA
Davis Selected Advisers
Arizona
$858M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$117M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$716M
2
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$35.4M
3
MCM
Marcato Capital Management
California
$116M
4
MAM
Magellan Asset Management
Australia
$208M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
851
Herndon Capital Management
Georgia
$4K – – –
TWA
852
TCI Wealth Advisors
Arizona
$4K – – –
DSC
853
Duncker Streett & Co
Missouri
$3K -$1.37K -37 -31%
DPA
854
Delphi Private Advisors
California
$3K -$646 -14 -18%
LWM
855
LBA Wealth Management
Florida
$3K – – –
CWM
856
Cedar Wealth Management
California
$3K – – –
VCM
857
Vigilant Capital Management
Maine
$3K – – –
HR
858
Howe & Rusling
New York
$2K +$2K +59 New
LYV
859
Live Your Vision
Pennsylvania
$2K +$2K +60 New
CIM
860
Contravisory Investment Management
Massachusetts
$2K +$2K +61 New
HW
861
Hedeker Wealth
Illinois
$1.56K -$371K -14,801 -100%
FNB
862
Farmers National Bank
Kentucky
$1.53K +$224 +5,623 +17%
SIC
863
Salem Investment Counselors
North Carolina
$824 +$824 +2,067 New
SBL
864
Sargent Bickham Lagudis
Colorado
$50 – – –
CEP
865
Chicago Equity Partners
Illinois
– -$12M -308,710 Closed
BIM
866
BRC Investment Management
Colorado
– -$8.97M -230,937 Closed
CANY
867
Caxton Associates (New York)
New York
– -$4.86M -125,000 Closed
NC
868
Northpointe Capital
Michigan
– -$3.82M -98,412 Closed
CMBA
869
C.M. Bidwell & Associates
Hawaii
– -$3.32M -85,345 Closed
OCA
870
Otter Creek Advisors
Florida
– -$3.21M -82,677 Closed
CI
871
Cowen Inc
New York
– -$3.08M -79,314 Closed
OI
872
Oakbrook Investments
Illinois
– -$3.01M -77,500 Closed
Jennison Associates
873
Jennison Associates
New York
– -$2.98M -76,624 Closed
MFS
874
Monetta Financial Services
Illinois
– -$2.25M -58,000 Closed
CGI
875
CI Global Investments
California
– -$1.55M -40,000 Closed
33 34
35
36 37