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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 %
JG
551
Jefferies Group
New York
$752K -$5.98M -127,000 -89%
SPIA
552
Steward Partners Investment Advisory
New York
$749K +$18K +383 +2%
SKK
553
Shepherd Kaplan Krochuk
Massachusetts
$739K – – –
CC
554
ClearArc Capital
Ohio
$735K -$385K -8,176 -34%
ANRIA
555
American National Registered Investment Advisor
Texas
$732K – – –
KA
556
Kintegral Advisory
New York
$729K +$729K +15,477 New
MCM
557
McRae Capital Management
New Jersey
$727K – – –
Mackenzie Financial
558
Mackenzie Financial
Ontario, Canada
$724K +$65.2K +1,385 +10%
ECG
559
Edge Capital Group
Georgia
$724K +$724K +15,388 New
CBTWT
560
Community Bank & Trust (Waco, Texas)
Texas
$719K -$22.4K -475 -3%
SA
561
Sicart Associates
New York
$706K – – –
IA
562
IFP Advisors
Florida
$704K -$25.2K -541 -3%
CA
563
Clearstead Advisors
Ohio
$699K +$39.6K +840 +6%
EFS
564
Essex Financial Services
Connecticut
$698K -$12.6K -267 -2%
LCM
565
Laurion Capital Management
New York
$698K +$273K +5,793 +64%
JIC
566
Joel Isaacson & Co
New York
$687K +$192 +4 +0%
VHAM
567
Van Hulzen Asset Management
California
$685K +$424 +9 +0.1%
VIM
568
Veritas Investment Management
United Kingdom
$677K -$94.1K -2,000 -12%
HAIM
569
Hunter Associates Investment Management
Pennsylvania
$673K – – –
CA
570
Cetera Advisors
Colorado
$672K +$116K +2,463 +21%
KWA
571
KCS Wealth Advisory
California
$668K +$42K +893 +7%
PA
572
Profund Advisors
Maryland
$658K -$273K -5,806 -29%
BCA
573
Bay Colony Advisors
Massachusetts
$651K – – –
CBU
574
CIBC Bank USA
Illinois
$649K -$1.41K -30 -0.2%
SJIM
575
St. Johns Investment Management
Florida
$647K -$30.1K -640 -4%
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