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Bank of New York Mellon
BK

Overview Fund Activity

1,063 hedge funds and large institutions have $42.9B invested in Bank of New York Mellon in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 442 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-15
Holders Change %
-1.39%
% of All Funds
24.34%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.55%
New
61
Increased
316
Reduced
442
Closed
69
Calls
$118M
Puts
$177M
Net Calls
-$58.9M
Net Calls Change
+$1.67M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$665M
2
NEAM
New England Asset Management
Connecticut
+$564M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$515M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
5
VVP
Vulcan Value Partners
Alabama
+$76.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$241M
3
BlackRock
BlackRock
New York
-$170M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$142M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEC
576
Seven Eight Capital
New York
$859K -$337K -6,600 -28%
BCM
577
Becker Capital Management
Oregon
$856K +$856K +16,785 New
SF
578
Synovus Financial
Georgia
$847K -$17.1K -337 -2%
FT
579
Fiduciary Trust
Massachusetts
$842K +$3.16K +62 +0.4%
VIM
580
Veritas Investment Management
United Kingdom
$836K – – –
BFO
581
Boston Family Office
Massachusetts
$834K – – –
EWM
582
Evercore Wealth Management
New York
$831K +$4.08K +80 +0.5%
REMPR
583
Roof Eidam Maycock Peralta (REMP)
California
$828K – – –
AA
584
Ancora Advisors
Ohio
$820K -$8.66K -170 -1%
JWBC
585
John W. Bristol & Co
New York
$816K – – –
RMC
586
Resources Management Corp
Connecticut
$814K +$814K +15,965 New
CBTWT
587
Community Bank & Trust (Waco, Texas)
Texas
$803K -$32.9K -645 -4%
SKK
588
Shepherd Kaplan Krochuk
Massachusetts
$801K – – –
JIC
589
Johnson Investment Counsel
Ohio
$798K +$22.7K +445 +3%
IA
590
IFP Advisors
Florida
$797K +$30K +589 +4%
ANRIA
591
American National Registered Investment Advisor
Texas
$793K -$1.28K -25 -0.2%
SPIA
592
Steward Partners Investment Advisory
New York
$793K +$40K +784 +5%
MCM
593
McRae Capital Management
New Jersey
$787K – – –
Qube Research & Technologies (QRT)
594
Qube Research & Technologies (QRT)
United Kingdom
$786K +$645K +12,654 +457%
EFS
595
Essex Financial Services
Connecticut
$770K +$38.7K +759 +5%
SA
596
Sicart Associates
New York
$765K – – –
LFA
597
Legacy Financial Advisors
Kentucky
$755K +$133K +2,602 +21%
VHAM
598
Van Hulzen Asset Management
California
$741K – – –
AAIM
599
American Assets Investment Management
California
$737K – – –
SJIM
600
St. Johns Investment Management
Florida
$734K -$45.5K -892 -6%
22 23
24
25 26