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Bank of New York Mellon
BK

Overview Fund Activity

1,063 hedge funds and large institutions have $42.9B invested in Bank of New York Mellon in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 442 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,063
Holders Change
-15
Holders Change %
-1.39%
% of All Funds
24.34%
Holding in Top 10
24
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.29%
% of All Funds
0.55%
New
61
Increased
316
Reduced
442
Closed
69
Calls
$118M
Puts
$177M
Net Calls
-$58.9M
Net Calls Change
+$1.67M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$665M
2
NEAM
New England Asset Management
Connecticut
+$564M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$515M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
5
VVP
Vulcan Value Partners
Alabama
+$76.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$241M
3
BlackRock
BlackRock
New York
-$170M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$142M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAP
751
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$374K – – –
WEC
752
Winslow Evans & Crocker
Massachusetts
$370K – – –
WIC
753
Whitegate Investment Counselors
New Hampshire
$369K -$25.5K -500 -6%
FNBOO
754
First National Bank of Omaha
Nebraska
$365K +$365K +7,156 New
Wolverine Trading
755
Wolverine Trading
Illinois
$365K +$365K +7,160 New
SGCA
756
Steel Grove Capital Advisors
Tennessee
$364K – – –
QPWM
757
Quadrant Private Wealth Management
Pennsylvania
$361K – – –
AWA
758
Arete Wealth Advisors
Illinois
$358K -$25.6K -503 -7%
MFG
759
Merit Financial Group
Georgia
$358K -$3.87K -76 -1%
PCM
760
Pointe Capital Management
Michigan
$357K -$2.9K -57 -0.8%
BLAM
761
Bourne Lent Asset Management
New York
$357K – – –
SBSB
762
Sullivan, Bruyette, Speros & Blaney
Virginia
$356K – – –
QAM
763
Quantres Asset Management
Cayman Islands
$352K -$699K -13,700 -67%
CAW
764
Cornerstone Advisors (Washington)
Washington
$350K -$30.1K -589 -8%
AF
765
Arrow Financial
New York
$345K +$2.4K +47 +0.7%
PCA
766
Peddock Capital Advisors
Massachusetts
$344K – – –
LWAC
767
Laurel Wealth Advisors (California)
California
$342K +$69.8K +1,371 +26%
FMTCOCP
768
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$335K – – –
HI
769
HBK Investments
Texas
$331K +$331K +6,500 New
QIM
770
Quantitative Investment Management
Virginia
$326K -$1.62M -31,800 -83%
MAM
771
Meeder Asset Management
Ohio
$323K +$3.98K +78 +1%
CS
772
Comerica Securities
Michigan
$321K +$22.4K +438 +7%
WA
773
WBH Advisory
Maryland
$320K +$320K +6,277 New
Balyasny Asset Management
774
Balyasny Asset Management
Illinois
$320K +$320K +6,279 New
JCM
775
Janney Capital Management
Pennsylvania
$319K – – –
29 30
31
32 33