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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 %
FBC
776
Fairfield, Bush & Co
Connecticut
$319K – – –
VAM
777
Visionary Asset Management
Texas
$318K +$21.2K +416 +7%
CCM
778
Compton Capital Management
Rhode Island
$317K – – –
SWM
779
SeaCrest Wealth Management
New York
$317K +$5.77K +113 +2%
WIA
780
Wealthstreet Investment Advisors
Texas
$316K – – –
CT
781
Chicago Trust
Illinois
$311K – – –
BMC
782
Benin Management Corp
Connecticut
$305K -$713 -14 -0.2%
EBSAM
783
Eubel Brady & Suttman Asset Management
Ohio
$301K -$32.4K -635 -10%
FNT
784
First National Trust
Pennsylvania
$299K -$5.3K -104 -2%
TSS
785
Two Sigma Securities
New York
$297K -$1.59M -31,177 -84%
AL
786
Aspiriant LLC
California
$297K – – –
BAM
787
Berkshire Asset Management
Pennsylvania
$296K -$134K -2,615 -31%
AFP
788
Ausdal Financial Partners
Iowa
$296K +$22.1K +433 +8%
RIL
789
Rothschild Investment LLC
Illinois
$294K – – –
MWP
790
MYCIO Wealth Partners
Pennsylvania
$293K -$19.2K -377 -6%
KFGK
791
Keystone Financial Group (Kentucky)
Kentucky
$291K +$291K +5,602 New
Parallax Volatility Advisers
792
Parallax Volatility Advisers
California
$291K +$289K +5,674 +14,185%
ACM
793
AlphaStar Capital Management
North Carolina
$290K -$130K -2,548 -31%
SC
794
Searle & Co
Connecticut
$290K – – –
FCAG
795
First Capital Advisors Group
New Jersey
$289K +$17.9K +351 +7%
MWM
796
Modera Wealth Management
New Jersey
$286K – – –
HTC
797
Haverford Trust Company
Pennsylvania
$285K -$5.01K -98 -2%
WWM
798
Windsor Wealth Management
Indiana
$284K – – –
FG
799
Fiduciary Group
Georgia
$284K – – –
CAPTRUST Financial Advisors
800
CAPTRUST Financial Advisors
North Carolina
$284K +$15.4K +302 +6%
30 31
32
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