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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 %
FMII
801
Farmers & Merchants Investments Inc
Nebraska
$233K – – –
TPWA
802
TRUE Private Wealth Advisors
Oregon
$233K +$470 +10 +0.2%
BWCS
803
Beirne Wealth Consulting Services
Connecticut
$233K +$233K +4,959 New
LJHT
804
Laurie J. Hall Trustee
$231K -$10.3K -194 -4%
KTC
805
Kistler-Tiffany Companies
Pennsylvania
$229K +$894 +19 +0.4%
HAG
806
HighPoint Advisor Group
Illinois
$229K +$15K +285 +7%
WPW
807
Waldron Private Wealth
Pennsylvania
$229K +$30K +639 +15%
WCM
808
Whitener Capital Management
North Carolina
$228K -$14.1K -300 -6%
OAM
809
Oberweis Asset Management
Illinois
$228K +$47 +1 +0%
SS
810
Simplicity Solutions
Minnesota
$227K +$227K +4,817 New
LCM
811
Logan Capital Management
Pennsylvania
$226K – – –
MCWS
812
McKinley Carter Wealth Services
West Virginia
$224K – – –
AW
813
ACG Wealth
Georgia
$222K -$6.54K -139 -3%
IIM
814
Ironwood Investment Management
Massachusetts
$220K +$4.7K +100 +2%
BWP
815
Baldwin Wealth Partners
Massachusetts
$220K +$18.3K +388 +9%
VA
816
Valmark Advisers
Ohio
$218K +$218K +4,640 New
VFPI
817
Vantage Financial Partners (Illinois)
Illinois
$217K -$156K -3,300 -42%
FBT
818
First Bank & Trust
South Dakota
$217K +$5.62K +119 +3%
BTW
819
Boston Trust Walden
Massachusetts
$216K -$3.53K -75 -2%
HA
820
Harfst & Associates
Wyoming
$216K +$4.69K +100 +2%
SBIA
821
Sheaff Brock Investment Advisors
Indiana
$213K -$1.79K -38 -0.8%
MAM
822
Meeder Asset Management
Ohio
$212K -$85.5K -1,819 -29%
BIM
823
Baldwin Investment Management
Pennsylvania
$212K – – –
PFSC
824
Peoples Financial Services Corp
Pennsylvania
$212K +$4.71K +100 +2%
TIA
825
Tiemann Investment Advisors
California
$212K +$28.2K +599 +15%
31 32
33
34 35