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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 %
BAC
626
Boys Arnold & Co
North Carolina
$538K +$89.1K +1,909 +20%
BAS
627
Brown Advisory Securities
Maryland
$536K -$20.3K -425 -4%
CC
628
Courier Capital
New York
$530K – – –
MWPCG
629
Measured Wealth Private Client Group
New Hampshire
$527K +$1.41K +30 +0.3%
KPW
630
Kore Private Wealth
New York
$525K +$525K +11,159 New
RWP
631
RWA Wealth Partners
Massachusetts
$522K +$47 +1 +0%
Qube Research & Technologies (QRT)
632
Qube Research & Technologies (QRT)
United Kingdom
$519K -$207K -4,401 -29%
MCM
633
Marathon Capital Management
Maryland
$519K +$9.87K +210 +2%
S
634
SignatureFD
Georgia
$518K +$52.6K +1,116 +11%
WBG
635
Wharton Business Group
Pennsylvania
$517K -$8.23K -175 -2%
MAFM
636
Mid Atlantic Financial Management
Pennsylvania
$512K +$512K +10,887 New
LBC
637
Lowe Brockenbrough & Co
Virginia
$507K +$507K +10,775 New
SCM
638
Schnieders Capital Management
California
$506K -$326K -6,925 -39%
LOAME
639
Lombard Odier Asset Management (Europe)
United Kingdom
$502K – – –
DBRC
640
D.B. Root & Company
Pennsylvania
$501K +$141 +3 +0%
GWM
641
Geneos Wealth Management
Colorado
$499K -$32.6K -701 -6%
IPW
642
Inlet Private Wealth
Florida
$499K +$499K +10,600 New
VWM
643
Valley Wealth Managers
New Jersey
$499K +$499K +10,615 New
PI
644
Pettee Investors
Connecticut
$497K – – –
HCM
645
Horrell Capital Management
Arkansas
$496K – – –
RCAMU
646
Rothschild & Co Asset Management US
Connecticut
$495K -$1.13K -24 -0.2%
LCM
647
Leisure Capital Management
California
$495K +$21.5K +457 +5%
P
648
Pitcairn
Pennsylvania
$490K -$37.5K -797 -7%
AI
649
Atria Investments
North Carolina
$489K -$2.77K -59 -0.6%
SMC
650
Smith, Moore & Co
Missouri
$486K +$39.4K +837 +9%
24 25
26
27 28