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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 %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$847K +$29K +616 +4%
CC
527
Cadinha & Co
Hawaii
$845K -$70.6K -1,500 -8%
BBHC
528
Brown Brothers Harriman & Co
New York
$833K +$306K +6,509 +58%
CCM
529
Cadence Capital Management
Massachusetts
$831K -$3.7M -78,560 -82%
FNBT
530
FineMark National Bank & Trust
Florida
$829K – – –
NFG
531
Next Financial Group
Texas
$823K -$1.06M -22,535 -56%
WC
532
Whitnell & Co
Illinois
$818K – – –
SW
533
SVB Wealth
Massachusetts
$817K +$2.26K +48 +0.3%
1IA
534
1834 Investment Advisors
Wisconsin
$810K – – –
WA
535
WealthTrust Axiom
Pennsylvania
$806K +$47 +1 +0%
BCM
536
BlueCrest Capital Management
Jersey
$801K -$5.61M -119,265 -88%
DWA
537
Douglass Winthrop Advisors
New York
$791K -$9.42K -200 -1%
Mirae Asset Global Investments
538
Mirae Asset Global Investments
South Korea
$790K -$412K -8,762 -34%
BCM
539
Becker Capital Management
Oregon
$790K – – –
HNB
540
Huntington National Bank
Ohio
$783K -$31.9K -677 -4%
CCM
541
Compton Capital Management
Rhode Island
$781K +$489K +10,383 +167%
BFO
542
Boston Family Office
Massachusetts
$780K +$10.6K +225 +1%
FT
543
Fiduciary Trust
Massachusetts
$777K -$565 -12 -0.1%
SF
544
Synovus Financial
Georgia
$769K -$14.1K -299 -2%
AIP
545
Ameritas Investment Partners
Nebraska
$764K -$31.2K -662 -4%
Truist Financial
546
Truist Financial
North Carolina
$764K +$95.2K +2,023 +14%
IRF
547
IBM Retirement Fund
New York
$763K -$58.9K -1,250 -7%
JIC
548
Johnson Investment Counsel
Ohio
$763K +$26.3K +560 +4%
LOAMS
549
Lombard Odier Asset Management (Switzerland)
Switzerland
$754K +$239K +5,080 +46%
JWBC
550
John W. Bristol & Co
New York
$753K – – –
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