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Bank of New York Mellon
BK

Overview Fund Activity

1,066 hedge funds and large institutions have $45.8B invested in Bank of New York Mellon in 2017 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 333 increasing their positions, 386 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+97
Holders Change %
+10.01%
% of All Funds
24.21%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.84%
New
152
Increased
333
Reduced
386
Closed
46
Calls
$205M
Puts
$307M
Net Calls
-$102M
Net Calls Change
+$43.9M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$570M
2
Goldman Sachs
Goldman Sachs
New York
+$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$144M
4
UBS AM
UBS AM
Illinois
+$120M
5
Dodge & Cox
Dodge & Cox
California
+$96.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$960M
2
TFM
Trian Fund Management
New York
-$355M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$114M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$80.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
576
Townsend & Associates
Colorado
$1.1M +$1.1M +20,331 New
SAM
577
Seelaus Asset Management
New Jersey
$1.09M +$1.09M +20,200 New
WS
578
Wedbush Securities
California
$1.08M +$19.4K +360 +2%
CAL
579
Capital Analysts LLC
Pennsylvania
$1.08M -$61.9K -1,149 -5%
QCMC
580
Quantum Capital Management (California)
California
$1.08M – – –
TCOO
581
Trust Company of Oklahoma
Oklahoma
$1.07M +$8.83K +164 +0.8%
HPC
582
HM Payson & Co
Maine
$1.06M +$58.7K +1,090 +6%
CC
583
Cadinha & Co
Hawaii
$1.05M – – –
FPFS
584
First Personal Financial Services
North Carolina
$1.02M +$19.7K +366 +2%
GCA
585
Gideon Capital Advisors
New York
$1.02M +$112K +2,084 +12%
CS
586
Credential Securities
$1.02M -$16K -297 -2%
AAM
587
Advisors Asset Management
Colorado
$1.01M +$115K +2,143 +13%
SC
588
Schulhoff & Co
Ohio
$997K +$191K +3,550 +24%
NG
589
Northstar Group
New York
$995K +$97.3K +1,807 +11%
ARMC
590
American Research & Management Company
Massachusetts
$987K – – –
ATC
591
Argent Trust Co
Tennessee
$986K +$24.7K +459 +3%
GAM
592
Gotham Asset Management
New York
$982K +$645K +11,979 +191%
SW
593
SVB Wealth
Massachusetts
$980K +$377 +7 +0%
CBTWT
594
Community Bank & Trust (Waco, Texas)
Texas
$972K +$13.8K +256 +1%
ACA
595
Anchor Capital Advisors
Massachusetts
$952K -$24.4K -452 -2%
TCM
596
Teza Capital Management
Illinois
$952K +$952K +17,670 New
FIM
597
Freedom Investment Management
Connecticut
$950K +$72.1K +1,339 +8%
EA
598
Edge Advisors
Georgia
$940K +$44.3K +823 +5%
WC
599
Whitnell & Co
Illinois
$936K – – –
CA
600
Commerzbank Aktiengesellschaft
Germany
$935K -$188K -3,484 -17%
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