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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 %
WSCM
651
Wellington Shields Capital Management
New York
$484K +$7.06K +150 +1%
MCM
652
Manchester Capital Management
Vermont
$483K +$15.2K +282 +3%
AWM
653
Alterna Wealth Management
Texas
$482K +$482K +9,443 New
SWP
654
Stratos Wealth Partners
Ohio
$481K +$481K +10,217 New
FCFC
655
First Commonwealth Financial Corp
Pennsylvania
$479K +$92.2K +1,960 +24%
WA
656
Wheatland Advisors
Pennsylvania
$476K +$141 +3 +0%
Cetera Investment Advisers
657
Cetera Investment Advisers
Illinois
$473K -$41.4K -879 -8%
PP
658
Patten & Patten
Tennessee
$472K – – –
CG
659
Caprock Group
Idaho
$470K +$32.6K +693 +7%
NSAM
660
North Star Asset Management
Wisconsin
$468K – – –
AIM
661
Axiom Investment Management
New York
$466K +$466K +9,903 New
ISL
662
Ingalls & Snyder LLC
New York
$464K +$3.34K +71 +0.7%
MWM
663
Meridian Wealth Management
Kentucky
$459K +$14.6K +310 +3%
BIM
664
Bridges Investment Management
Nebraska
$459K +$459K +9,750 New
MHC
665
Meyer Handelman Company
New York
$456K – – –
PGFC
666
Peapack-Gladstone Financial Corp
New Jersey
$455K -$5.46K -116 -1%
CIC
667
Crawford Investment Counsel
Georgia
$453K – – –
PWAP
668
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$453K +$107K +2,281 +31%
DWM
669
Dakota Wealth Management
Florida
$452K +$7.59K +161 +2%
RCM
670
RNC Capital Management
California
$449K – – –
CAM
671
Chesapeake Asset Management
New York
$445K – – –
OTPPB
672
Ontario Teachers' Pension Plan Board
Ontario, Canada
$442K -$1.54M -32,711 -78%
PWLP
673
Prio Wealth Limited Partnership
Massachusetts
$441K -$987 -21 -0.2%
UR
674
USCA RIA
Texas
$439K – – –
Acadian Asset Management
675
Acadian Asset Management
Massachusetts
$438K -$37.8K -803 -8%
25 26
27
28 29