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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 %
CS
676
Cannell & Spears
New York
$616K +$9.64K +179 +2%
BWAM
677
Boyd Watterson Asset Management
Ohio
$614K -$265K -4,913 -30%
I
678
IberiaBank
Louisiana
$609K +$24K +425 +4%
SIA
679
Sit Investment Associates
Minnesota
$607K – – –
CC
680
Courier Capital
New York
$607K +$6.09K +113 +1%
WG
681
Winton Group
United Kingdom
$599K -$165K -3,066 -22%
RCAMU
682
Rothschild & Co Asset Management US
Connecticut
$599K -$22.8K -423 -4%
WBG
683
Wharton Business Group
Pennsylvania
$590K – – –
TAM
684
Tiverton Asset Management
Delaware
$590K +$590K +10,964 New
FPB
685
First PREMIER Bank
South Dakota
$582K – – –
ST
686
Smithfield Trust
Pennsylvania
$577K +$511K +9,500 +780%
CG
687
Caprock Group
Idaho
$575K -$2.51K -43 -0.4%
DBRC
688
D.B. Root & Company
Pennsylvania
$570K +$570K +10,581 New
PI
689
Pettee Investors
Connecticut
$569K – – –
BCM
690
BlueCrest Capital Management
Jersey
$568K +$568K +10,553 New
CSM
691
CAMG Solamere Management
North Carolina
$567K +$29.7K +553 +6%
HCM
692
Hudson Capital Management
New Jersey
$562K +$562K +10,441 New
YWP
693
YorkBridge Wealth Partners
New York
$556K +$72.9K +1,340 +15%
ST
694
Sabal Trust
Florida
$555K – – –
ISL
695
Ingalls & Snyder LLC
New York
$551K +$551K +10,228 New
CB
696
Chemical Bank
Michigan
$550K -$40.9K -759 -7%
LFA
697
Legacy Financial Advisors
Kentucky
$545K +$545K +10,132 New
WA
698
Wheatland Advisors
Pennsylvania
$544K +$108 +2 +0%
RCM
699
RNC Capital Management
California
$543K -$2.96K -55 -0.5%
RWP
700
RWA Wealth Partners
Massachusetts
$541K +$9.8K +182 +2%
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