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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 %
BBA
601
BLB&B Advisors
Pennsylvania
$580K -$30.4K -646 -5%
FA
602
FDx Advisors
Illinois
$578K -$889K -18,872 -61%
LFA
603
Legacy Financial Advisors
Kentucky
$573K -$124K -2,641 -18%
FQ
604
First Quadrant
California
$570K – – –
DWT
605
Dorsey & Whitney Trust
South Dakota
$566K -$54K -1,145 -9%
BRWA
606
B. Riley Wealth Advisors
Florida
$566K -$1.56K -33 -0.3%
Eagle Capital Management (New York)
607
Eagle Capital Management (New York)
New York
$565K – – –
RC
608
RegentAtlantic Capital
New Jersey
$561K -$68.2K -1,447 -11%
NB
609
NBT Bank
New York
$560K -$2.07K -44 -0.4%
IA
610
IFG Advisory
Georgia
$560K +$17.9K +380 +3%
Wolverine Trading
611
Wolverine Trading
Illinois
$560K +$226K +4,848 +68%
EWA
612
EP Wealth Advisors
California
$558K -$2.1M -44,549 -79%
AAP
613
Arax Advisory Partners
Colorado
$553K +$53.2K +1,131 +11%
HT
614
HighTower Trust
Texas
$552K – – –
CCM
615
Covington Capital Management
California
$552K +$51K +1,083 +10%
ST
616
Sabal Trust
Florida
$549K +$69.3K +1,472 +14%
AssetMark Inc
617
AssetMark Inc
California
$548K +$20K +424 +4%
I
618
IberiaBank
Louisiana
$546K +$2.4K +51 +0.4%
PC
619
Palo Capital
California
$546K +$13.9K +295 +3%
CSS
620
Cubist Systematic Strategies
Connecticut
$546K +$546K +11,601 New
HAM
621
Highstreet Asset Management
Ontario, Canada
$544K +$10.2K +216 +2%
JCM
622
Jacobi Capital Management
Pennsylvania
$543K -$50.4K -1,070 -8%
HCM
623
Hudson Capital Management
New Jersey
$541K +$49.6K +1,053 +10%
CS
624
Cannell & Spears
New York
$539K – – –
YWP
625
YorkBridge Wealth Partners
New York
$539K +$1.37K +29 +0.3%
23 24
25
26 27