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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 %
WA
801
WealthTrust Axiom
Pennsylvania
$316K – – –
TCM
802
Texan Capital Management
Texas
$316K – – –
IP
803
Investment Partners
Ohio
$315K +$12K +223 +4%
SB
804
Simmons Bank
Arkansas
$314K -$16.4K -305 -5%
CPIM
805
Columbia Partners Investment Management
Virginia
$314K -$269 -5 -0.1%
Mirae Asset Global Investments
806
Mirae Asset Global Investments
South Korea
$313K +$6.81K +126 +2%
DAM
807
Delta Asset Management
Tennessee
$313K +$25.6K +475 +9%
CS
808
Comerica Securities
Michigan
$311K +$45.7K +848 +17%
TMAM
809
Tokio Marine Asset Management
Japan
$309K -$165K -3,068 -35%
NSB
810
Norway Savings Bank
Maine
$309K -$5.39K -100 -2%
JDR
811
Jay D. Rosenbaum
$306K – – –
RIL
812
Rothschild Investment LLC
Illinois
$305K – – –
RC
813
RegentAtlantic Capital
New Jersey
$305K +$3.23K +60 +1%
FG
814
Fiduciary Group
Georgia
$305K +$5.38K +100 +2%
WCM
815
Whitener Capital Management
North Carolina
$305K +$305K +5,670 New
MWM
816
Modera Wealth Management
New Jersey
$302K -$484 -9 -0.2%
AW
817
Alpha Windward
Massachusetts
$301K -$6.91K -128 -2%
SC
818
SouthState Corp
Florida
$297K +$808 +15 +0.3%
FPS
819
Fieldpoint Private Securities
Connecticut
$296K -$25.6K -474 -8%
YL
820
YCG LLC
Texas
$296K – – –
SWM
821
SeaCrest Wealth Management
New York
$294K +$294K +5,456 New
RT
822
Rockland Trust
Massachusetts
$291K +$291K +5,399 New
AT
823
Argent Trust
Texas
$283K -$54 -1 -0%
JWA
824
JFS Wealth Advisors
Pennsylvania
$280K +$269 +5 +0.1%
WCM
825
Washington Capital Management
Washington
$277K – – –
31 32
33
34 35