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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 %
Millennium Management
351
Millennium Management
New York
$2.99M -$37.3M -791,895 -93%
HVIA
352
Hudson Valley Investment Advisors
New York
$2.92M -$760K -16,141 -21%
OKSA
353
O'Keefe Stevens Advisory
New York
$2.88M -$33.6K -714 -1%
SIM
354
Sentry Investment Management
Wisconsin
$2.87M -$74.2K -1,576 -3%
Cambridge Investment Research Advisors
355
Cambridge Investment Research Advisors
Iowa
$2.82M +$102K +2,164 +4%
GG
356
Gofen & Glossberg
Illinois
$2.74M -$9.32K -198 -0.3%
II
357
IFM Investors
Australia
$2.73M +$222K +4,713 +9%
CAM
358
Cubic Asset Management
Massachusetts
$2.73M +$37.7K +800 +1%
PGA
359
Portland Global Advisors
Maine
$2.71M +$108K +2,296 +4%
KOCAA
360
Knights of Columbus Asset Advisors
Connecticut
$2.65M -$4.71K -100 -0.2%
DCM
361
Delta Capital Management
New Jersey
$2.65M -$3.29K -70 -0.1%
Fiera Capital (Canada)
362
Fiera Capital (Canada)
Quebec, Canada
$2.59M -$96K -2,039 -4%
DADC
363
D.A. Davidson & Co
Montana
$2.56M +$31K +658 +1%
HC
364
Hendley & Co
Ohio
$2.55M -$1.1M -23,295 -30%
WAM
365
World Asset Management
Michigan
$2.55M -$117K -2,494 -4%
PIA
366
Piedmont Investment Advisors
North Carolina
$2.51M +$211K +4,473 +9%
Edgewood Management
367
Edgewood Management
Connecticut
$2.5M -$244K -5,177 -9%
PP
368
Paloma Partners
Connecticut
$2.5M -$25.8M -547,464 -91%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$2.46M – – –
HCM
370
Highlander Capital Management
New Jersey
$2.42M -$91.5K -1,941 -4%
BF
371
BOK Financial
Oklahoma
$2.38M -$42.5K -903 -2%
LTI
372
Laffer Tengler Investments
Tennessee
$2.38M – – –
PMG
373
ProVise Management Group
Florida
$2.37M -$106K -2,245 -4%
TF
374
TIAA FSB
Florida
$2.37M +$24.8K +528 +1%
AF
375
Ally Financial
Michigan
$2.35M – – –
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