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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 %
SB
801
Simmons Bank
Arkansas
$284K +$54.9K +1,078 +24%
AW
802
Alpha Windward
Massachusetts
$282K -$453K -8,900 -62%
YL
803
YCG LLC
Texas
$280K – – –
FPS
804
Fieldpoint Private Securities
Connecticut
$280K – – –
PCG
805
Private Capital Group
Connecticut
$276K -$2.34K -46 -0.8%
MA
806
Mutual Advisors
Nebraska
$276K – – –
FCIM
807
Fairview Capital Investment Management
California
$275K – – –
NSIM
808
North Star Investment Management
Illinois
$273K – – –
FA
809
FCG Advisors
New Jersey
$271K +$11.1K +217 +4%
BFEC
810
Benjamin F. Edwards & Company
Missouri
$269K +$28.1K +550 +12%
DC
811
Davenport & Co
Virginia
$266K -$5.72K -112 -2%
LCM
812
Landscape Capital Management
New Jersey
$265K -$204K -4,002 -43%
CAM
813
Columbia Asset Management
Michigan
$265K – – –
WCM
814
Whitener Capital Management
North Carolina
$263K -$7.65K -150 -3%
WCM
815
Washington Capital Management
Washington
$263K – – –
GIA
816
GHP Investment Advisors
Colorado
$262K +$102 +2 +0%
ST
817
Spinnaker Trust
Maine
$262K +$262K +5,156 New
CCM
818
Chilton Capital Management
Texas
$261K – – –
ASN
819
Advisory Services Network
Georgia
$260K -$5.92K -116 -2%
ARMT
820
Amica Retiree Medical Trust
Rhode Island
$260K – – –
MWM
821
MinichMacGregor Wealth Management
New York
$259K -$254K -4,892 -49%
SWA
822
Sutton Wealth Advisors
Florida
$258K – – –
NSB
823
Norway Savings Bank
Maine
$258K -$28.3K -555 -10%
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$258K – – –
CWM
825
Cornerstone Wealth Management
Missouri
$257K -$22.8K -1,236 -8%
31 32
33
34 35