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Bank of New York Mellon
BK

Overview Fund Activity

933 hedge funds and large institutions have $40.5B invested in Bank of New York Mellon in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 302 increasing their positions, 377 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
-31
Holders Change %
-3.22%
% of All Funds
23.26%
Holding in Top 10
36
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-20%
% of All Funds
0.9%
New
79
Increased
302
Reduced
377
Closed
97
Calls
$68.8M
Puts
$187M
Net Calls
-$118M
Net Calls Change
-$146M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.6B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$536M
3
NEAM
New England Asset Management
Connecticut
+$174M
4
Capital International Investors
Capital International Investors
California
+$114M
5
American Century Companies
American Century Companies
Missouri
+$103M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$254M
2
Dodge & Cox
Dodge & Cox
California
-$219M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$186M
4
Renaissance Technologies
Renaissance Technologies
New York
-$175M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
851
Sargent Bickham Lagudis
Colorado
$59K – – –
MCM
852
McKinley Capital Management
Alaska
$59K +$59K +1,245 New
ST
853
Smithfield Trust
Pennsylvania
$58K -$47.6K -1,000 -45%
EWM
854
Endurance Wealth Management
Rhode Island
$51K – – –
LWM
855
Lenox Wealth Management
Ohio
$48K -$35.3K -739 -42%
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$47.2K +$23.6K +500 +100%
MCA
857
Mercer Capital Advisers
New Jersey
$47K -$28.2K -600 -38%
AOWM
858
Alpha Omega Wealth Management
Virginia
$47K -$7.29K -155 -13%
WTB
859
Washington Trust Bank
Washington
$47K -$4.18K -89 -8%
BC
860
Blackhill Capital
New Jersey
$47K – – –
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
AP
862
Atwood & Palmer
Missouri
$47K – – –
CRC
863
Curi RMB Capital
Illinois
$47K +$47K +1,000 New
CFA
864
CT Financial Advisors
Pennsylvania
$46.4K – – –
ACM
865
AUA Capital Management
Pennsylvania
$46K – – –
SNT
866
Security National Trust
West Virginia
$41K -$23.1K -492 -36%
NCM
867
Nelson Capital Management
California
$38K – – –
AF
868
Allworth Financial
California
$37K +$1.78K +38 +5%
PB
869
Pinnacle Bancorp
Nebraska
$37K +$37K +787 New
SSB
870
Sandy Spring Bank
Maryland
$35K -$3.69K -77 -10%
GAM
871
Gemmer Asset Management
California
$33K – – –
AIS
872
Accurate Investment Solutions
Pennsylvania
$32K – – –
WIM
873
Westside Investment Management
California
$31.6K – – –
BG
874
Bollard Group
Massachusetts
$31K +$95 +2 +0.3%
AIM
875
Advantage Investment Management
Iowa
$30K +$15.7K +330 +110%
33 34
35
36 37