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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 %
TRCT
501
Tower Research Capital (TRC)
New York
$998K +$842K +17,886 +540%
III
502
Independent Investors Inc
New York
$995K – – –
PVWM
503
Point View Wealth Management
New Jersey
$987K -$3.15K -67 -0.3%
FNFDCM
504
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$982K – – –
CBB
505
Citizens Business Bank
California
$965K – – –
PI
506
PEAK6 Investments
Illinois
$950K +$487K +10,354 +105%
OAM
507
Oppenheimer Asset Management
New York
$944K -$58.6K -1,244 -6%
MA
508
Montag & Associates
Georgia
$936K -$44K -935 -4%
TSS
509
Two Sigma Securities
New York
$932K +$658K +13,975 +240%
AAM
510
Advisors Asset Management
Colorado
$928K -$180K -3,830 -16%
NG
511
Northstar Group
New York
$928K +$1.55K +33 +0.2%
Wellington Management Group
512
Wellington Management Group
Massachusetts
$918K -$693K -14,721 -43%
FIM
513
Freedom Investment Management
Connecticut
$917K +$120K +2,538 +15%
EIA
514
Edgemoor Investment Advisors
Maryland
$899K – – –
GCIA
515
Gabelli & Co Investment Advisers
New York
$894K +$376K +8,000 +73%
SGAM
516
Smith Group Asset Management
Texas
$888K -$45K -939 -5%
GFA
517
Gifford Fong Associates
California
$888K – – –
Jane Street
518
Jane Street
New York
$884K -$228K -4,853 -21%
LNWWM
519
Laird Norton Wetherby Wealth Management
California
$882K -$129K -2,734 -13%
TA
520
Townsend & Associates
Colorado
$878K +$61.1K +1,298 +7%
SA
521
Sunesis Advisors
Kansas
$868K -$476K -10,110 -35%
BEAM
522
Baker Ellis Asset Management
Washington
$862K – – –
ARMC
523
American Research & Management Company
Massachusetts
$862K – – –
QI
524
QS Investors
New York
$860K – – –
MHS
525
M Holdings Securities
Oregon
$856K +$856K +18,178 New
19 20
21
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