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Bank of New York Mellon
BK

Overview Fund Activity

1,036 hedge funds and large institutions have $39.4B invested in Bank of New York Mellon in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 421 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
-27
Holders Change %
-2.54%
% of All Funds
23.12%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
96
Increased
317
Reduced
421
Closed
112
Calls
$125M
Puts
$213M
Net Calls
-$88M
Net Calls Change
-$29M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$484M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$409M
3
Dodge & Cox
Dodge & Cox
California
+$298M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$145M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$57.5M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$440M
2
Ameriprise
Ameriprise
Minnesota
-$116M
3
Bessemer Group
Bessemer Group
New Jersey
-$112M
4
Morgan Stanley
Morgan Stanley
New York
-$101M
5
CAM
Close Asset Management
United Kingdom
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
301
Stockman Wealth Management
Montana
$4.15M +$520K +11,050 +14%
LPL Financial
302
LPL Financial
California
$4.14M +$197K +4,187 +5%
Victory Capital Management
303
Victory Capital Management
Texas
$4.14M -$16.8K -358 -0.4%
GCM
304
Garland Capital Management
Washington
$4.14M +$39.8K +845 +1%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$4.1M -$69.2K -1,471 -2%
RBA
306
Richard Bernstein Advisors
New York
$4.08M – – –
MAA
307
Mraz Amerine & Associates
California
$4.07M +$315K +6,700 +8%
MIH
308
Madison Investment Holdings
Wisconsin
$3.87M -$3.99M -84,805 -51%
MI
309
Markston International
New York
$3.86M +$47.1K +1,000 +1%
HA
310
H2O AM
United Kingdom
$3.85M +$3.85M +82,507 New
PSUF
311
People's United Financial
Connecticut
$3.78M -$122K -2,591 -3%
NSEDCP
312
NJ State Employees Deferred Compensation Plan
New Jersey
$3.77M – – –
BOC
313
Barbara Oil Co
Illinois
$3.77M – – –
ERIM
314
Eagle Ridge Investment Management
Connecticut
$3.72M -$2.12M -44,965 -36%
BNP Paribas Asset Management
315
BNP Paribas Asset Management
France
$3.7M +$863K +18,510 +30%
NMERB
316
New Mexico Educational Retirement Board
New Mexico
$3.69M -$551K -11,700 -13%
CCM
317
Cohen Capital Management
California
$3.68M -$9.42K -200 -0.3%
TW
318
Transform Wealth
Colorado
$3.67M +$226K +4,811 +7%
Parallax Volatility Advisers
319
Parallax Volatility Advisers
California
$3.67M +$3.4M +72,287 +1,265%
DIA
320
Dean Investment Associates
Ohio
$3.64M -$31.6K -672 -0.9%
WAS
321
WESPAC Advisors SoCal
California
$3.58M -$464K -9,850 -11%
ECM
322
Estabrook Capital Management
New York
$3.58M -$282K -6,000 -7%
BAM
323
Boyar Asset Management
New York
$3.56M -$212K -4,508 -6%
Nisa Investment Advisors
324
Nisa Investment Advisors
Missouri
$3.55M -$84.7K -1,800 -2%
GCM
325
Gibraltar Capital Management
Oklahoma
$3.53M +$8K +170 +0.2%
11 12
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