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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 %
WIA
726
Wealthstreet Investment Advisors
Texas
$331K – – –
JFA
727
JNBA Financial Advisors
Minnesota
$331K +$307K +6,526 +1,305%
BLAM
728
Bourne Lent Asset Management
New York
$329K – – –
SBSB
729
Sullivan, Bruyette, Speros & Blaney
Virginia
$329K – – –
CA
730
Continuum Advisory
Idaho
$325K -$94.7K -2,012 -23%
CAW
731
Cornerstone Advisors (Washington)
Washington
$325K +$2.45K +52 +0.8%
FANJ
732
Financial Architects (New Jersey)
New Jersey
$325K +$160K +3,411 +97%
BSW
733
Buckingham Strategic Wealth
Missouri
$323K +$103K +2,195 +47%
LA
734
LVW Advisors
New York
$323K +$323K +6,870 New
PCA
735
Peddock Capital Advisors
Massachusetts
$317K – – –
AF
736
Arrow Financial
New York
$315K -$3.53K -75 -1%
VAM
737
Visionary Asset Management
Texas
$313K +$19.8K +422 +7%
S
738
Seeyond
France
$313K +$313K +6,639 New
AWA
739
Arete Wealth Advisors
Illinois
$312K -$18.8K -400 -6%
HF
740
HRT Financial
New York
$310K -$1.74M -36,954 -85%
PC
741
Port Capital
Illinois
$310K -$87.4K -1,857 -22%
FMTCOCP
742
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$309K – – –
EBSAM
743
Eubel Brady & Suttman Asset Management
Ohio
$308K +$29.6K +627 +11%
TCPWM
744
Traverso Chambers Private Wealth Management
California
$307K +$307K +6,514 New
NERM
745
New England Research & Management
Illinois
$306K +$306K +6,500 New
PWM
746
Perigon Wealth Management
California
$304K -$170K -3,165 -36%
AFG
747
Albion Financial Group
Utah
$301K +$301K +6,400 New
SC
748
Sepio Capital
Utah
$298K +$298K +6,330 New
FBC
749
Fairfield, Bush & Co
Connecticut
$295K – – –
JCM
750
Janney Capital Management
Pennsylvania
$294K – – –
28 29
30
31 32