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Bank of New York Mellon
BK

Overview Fund Activity

1,063 hedge funds and large institutions have $42.9B invested in Bank of New York Mellon in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 442 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-15
Holders Change %
-1.39%
% of All Funds
24.34%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.55%
New
61
Increased
316
Reduced
442
Closed
69
Calls
$118M
Puts
$177M
Net Calls
-$58.9M
Net Calls Change
+$1.67M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$665M
2
NEAM
New England Asset Management
Connecticut
+$564M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$515M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
5
VVP
Vulcan Value Partners
Alabama
+$76.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$241M
3
BlackRock
BlackRock
New York
-$170M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$142M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCC
351
Lincoln Capital Corp
Rhode Island
$3.77M +$41.4K +812 +1%
TW
352
Transform Wealth
Colorado
$3.73M +$156K +3,057 +4%
CFA
353
Carroll Financial Associates
North Carolina
$3.72M -$137K -2,697 -4%
BFG
354
Beacon Financial Group
Texas
$3.68M -$63.5K -1,246 -2%
Two Sigma Advisers
355
Two Sigma Advisers
New York
$3.68M +$3.68M +72,208 New
D.E. Shaw & Co
356
D.E. Shaw & Co
New York
$3.67M -$10.2M -199,173 -73%
Neuberger Berman Group
357
Neuberger Berman Group
New York
$3.63M -$164K -3,223 -4%
DY
358
Dowling & Yahnke
California
$3.61M +$510 +10 +0%
FCBT
359
First Citizens Bank & Trust
North Carolina
$3.59M -$33.1K -650 -0.9%
BCCM
360
Bridge Creek Capital Management
Massachusetts
$3.59M +$1.93M +39,743 +116%
IP
361
Interval Partners
New York
$3.55M -$6.14M -120,420 -63%
SMDAM
362
Sumitomo Mitsui DS Asset Management
Japan
$3.55M -$87K -1,707 -2%
AG
363
Advisor Group
Arizona
$3.52M +$709K +13,912 +25%
SAM
364
Smithbridge Asset Management
Pennsylvania
$3.51M – – –
AC
365
Alexandria Capital
Virginia
$3.49M +$453K +8,888 +15%
SB
366
Suntrust Banks
Georgia
$3.49M -$299K -5,857 -8%
ECM
367
Elgethun Capital Management
South Dakota
$3.47M +$511K +9,908 +17%
BCM
368
BlueMar Capital Management
Florida
$3.46M -$1.67M -32,800 -33%
MIM
369
Marco Investment Management
Georgia
$3.46M – – –
RIM
370
Redpoint Investment Management
Australia
$3.44M – – –
STA
371
Summit Trail Advisors
New York
$3.44M +$3.44M +67,373 New
SFWA
372
Summit Financial Wealth Advisors
Louisiana
$3.41M -$8.82K -182 -0.3%
Creative Planning
373
Creative Planning
Kansas
$3.36M -$172K -3,368 -5%
PHS
374
Pekin Hardy Strauss
Illinois
$3.33M -$68.8K -1,350 -2%
NB
375
Norinchukin Bank
Japan
$3.32M +$109K +2,134 +3%
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