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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 %
VI
601
Versor Investments
New York
$932K +$932K +17,300 New
Holocene Advisors
602
Holocene Advisors
New York
$932K +$932K +17,308 New
SF
603
Synovus Financial
Georgia
$928K +$280K +5,197 +43%
1IA
604
1834 Investment Advisors
Wisconsin
$927K – – –
FNBT
605
FineMark National Bank & Trust
Florida
$925K -$5.07K -94 -0.5%
SKK
606
Shepherd Kaplan Krochuk
Massachusetts
$916K +$916K +17,000 New
JIC
607
Johnson Investment Counsel
Ohio
$914K -$1.08K -20 -0.1%
SM
608
Sciencast Management
New Jersey
$896K +$896K +15,577 New
SJIM
609
St. Johns Investment Management
Florida
$890K -$67.8K -1,259 -7%
MCM
610
McRae Capital Management
New Jersey
$885K – – –
VIM
611
Veritas Investment Management
United Kingdom
$883K – – –
IA
612
IndexIQ Advisors
New York
$877K +$877K +16,280 New
MNBTD
613
Moody National Bank Trust Division
Texas
$871K -$5.39K -100 -0.6%
ACM
614
Avalon Capital Management
California
$869K -$263K -4,880 -23%
ANRIA
615
American National Registered Investment Advisor
Texas
$864K -$5.39K -100 -0.6%
Verition Fund Management
616
Verition Fund Management
Connecticut
$864K +$864K +16,040 New
JWBC
617
John W. Bristol & Co
New York
$862K – – –
BBHC
618
Brown Brothers Harriman & Co
New York
$858K +$46.6K +864 +6%
HA
619
Hamel Associates
New Jersey
$831K – – –
VHAM
620
Van Hulzen Asset Management
California
$824K – – –
MCM
621
Mainstay Capital Management
Michigan
$812K +$812K +15,083 New
SA
622
Sicart Associates
New York
$808K +$427K +7,925 +112%
UB
623
UMB Bank
Missouri
$796K -$48.6K -903 -6%
MML Investors Services
624
MML Investors Services
Massachusetts
$796K +$101K +1,875 +15%
Truist Financial
625
Truist Financial
North Carolina
$795K +$109K +2,020 +16%
23 24
25
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