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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 %
Creative Planning
326
Creative Planning
Kansas
$3.49M +$391K +8,304 +13%
CGH
327
Crossmark Global Holdings
Texas
$3.48M -$407K -8,639 -10%
FBP
328
Flippin Bruce & Porter
Virginia
$3.46M -$102K -2,160 -3%
ECM
329
Elgethun Capital Management
South Dakota
$3.43M +$236K +4,979 +7%
CAM
330
Close Asset Management
United Kingdom
$3.4M -$99.9M -1,157,300 -97%
AC
331
Allstate Corporation
Illinois
$3.39M +$3.39M +71,957 New
NB
332
Norinchukin Bank
Japan
$3.35M +$287K +6,099 +9%
CFA
333
Carroll Financial Associates
North Carolina
$3.33M -$166K -3,474 -5%
CA
334
Cullinan Associates
Kentucky
$3.29M -$238K -5,050 -7%
BFG
335
Beacon Financial Group
Texas
$3.23M -$140K -3,004 -4%
SAM
336
Smithbridge Asset Management
Pennsylvania
$3.23M -$13.4K -285 -0.4%
Wealthfront Advisers
337
Wealthfront Advisers
California
$3.23M +$3.23M +68,535 New
SFM
338
Soros Fund Management
New York
$3.19M -$1.07M -22,665 -25%
BRM
339
Boston Research & Management
Massachusetts
$3.15M +$431K +9,165 +16%
LCC
340
Lincoln Capital Corp
Rhode Island
$3.14M -$344K -7,310 -10%
SMDAM
341
Sumitomo Mitsui DS Asset Management
Japan
$3.13M -$142K -3,023 -4%
MIM
342
Marco Investment Management
Georgia
$3.11M -$80K -1,700 -3%
JFL
343
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.08M -$117K -2,495 -4%
AC
344
Alexandria Capital
Virginia
$3.07M -$156K -3,324 -5%
AG
345
Advisor Group
Arizona
$3.06M -$183K -3,892 -6%
PHS
346
Pekin Hardy Strauss
Illinois
$3.05M -$25.9K -550 -0.8%
Neuberger Berman Group
347
Neuberger Berman Group
New York
$3.02M -$328K -6,971 -10%
VIA
348
Vident Investment Advisory
Georgia
$3.02M +$132K +2,804 +5%
OC
349
Oppenheimer & Co
New York
$3M -$729K -15,484 -20%
SB
350
Suntrust Banks
Georgia
$3M -$222K -4,717 -7%
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