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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 %
HAIM
601
Hunter Associates Investment Management
Pennsylvania
$729K – – –
JIC
602
Joel Isaacson & Co
New York
$729K – – –
Truist Financial
603
Truist Financial
North Carolina
$725K +$8.32K +163 +1%
AWCI
604
Alpine Woods Capital Investors
New York
$721K -$628K -12,323 -47%
FIM
605
Fruth Investment Management
Texas
$718K – – –
CA
606
Clearstead Advisors
Ohio
$714K -$4.69K -92 -0.7%
Mackenzie Financial
607
Mackenzie Financial
Ontario, Canada
$713K +$68.4K +1,343 +11%
Verition Fund Management
608
Verition Fund Management
Connecticut
$711K +$711K +13,941 New
BCA
609
Bay Colony Advisors
Massachusetts
$705K +$7.9K +155 +1%
CBU
610
CIBC Bank USA
Illinois
$704K -$2.55K -50 -0.4%
FIG
611
FundX Investment Group
California
$690K – – –
UB
612
UMB Bank
Missouri
$686K -$561 -11 -0.1%
RC
613
RegentAtlantic Capital
New Jersey
$681K +$215K +4,213 +46%
KWA
614
KCS Wealth Advisory
California
$679K +$175K +3,432 +35%
TFCP
615
Twin Focus Capital Partners
Massachusetts
$675K – – –
VFA
616
Valeo Financial Advisors
Indiana
$675K +$3.69K +78 +0.5%
DWT
617
Dorsey & Whitney Trust
South Dakota
$672K +$11.5K +225 +2%
BBA
618
BLB&B Advisors
Pennsylvania
$661K +$29.4K +576 +5%
WT
619
Whittier Trust
California
$660K -$3.57K -70 -0.5%
OIA
620
Optimum Investment Advisors
Illinois
$659K – – –
CCWA
621
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$655K -$12.4K -244 -2%
MSE
622
MUFG Securities EMEA
United Kingdom
$654K +$654K +12,822 New
FPB
623
First PREMIER Bank
South Dakota
$652K – – –
BG
624
Bahl & Gaynor
Ohio
$648K – – –
HCM
625
Hutchinson Capital Management
California
$647K – – –
23 24
25
26 27