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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 %
CTC
826
Central Trust Company
Missouri
$277K +$5.06K +94 +2%
WWM
827
Windsor Wealth Management
Indiana
$277K +$277K +5,142 New
LOAMS
828
Lombard Odier Asset Management (Switzerland)
Switzerland
$276K – – –
BHBT
829
Burke & Herbert Bank & Trust
Virginia
$276K – – –
GIA
830
GHP Investment Advisors
Colorado
$276K +$108 +2 +0%
Fisher Asset Management
831
Fisher Asset Management
Washington
$275K -$150K -2,786 -35%
BTNA
832
Bremer Trust National Association
Minnesota
$274K -$5.92K -110 -2%
HHC
833
Hutchin Hill Capital
New York
$273K -$1.37M -25,530 -83%
RWM
834
RKL Wealth Management
Pennsylvania
$273K -$10.2K -188 -4%
SWA
835
Sutton Wealth Advisors
Florida
$273K -$108 -2 -0%
MA
836
Mutual Advisors
Nebraska
$272K +$272K +5,051 New
FCH
837
Freestone Capital Holdings
Washington
$269K -$11K -205 -4%
BDS
838
Banco de Sabadell
Florida
$269K +$269K +5,011 New
CFMC
839
Curbstone Financial Management Corp
New Hampshire
$267K -$275K -5,100 -51%
RCAG
840
Rehmann Capital Advisory Group
Michigan
$267K +$1.99K +37 +0.8%
DSC
841
Duncker Streett & Co
Missouri
$267K +$263K +4,875 +6,019%
CFG
842
Citizens Financial Group
Rhode Island
$266K -$31.5K -584 -11%
SL
843
Signition LP
New York
$266K +$266K +4,946 New
FMII
844
Farmers & Merchants Investments Inc
Nebraska
$265K +$1.24K +23 +0.5%
TPWA
845
TRUE Private Wealth Advisors
Oregon
$264K +$4.03K +75 +2%
LCM
846
Logan Capital Management
Pennsylvania
$263K +$14.1K +262 +6%
MA
847
MANA Advisors
New York
$263K +$263K +4,876 New
OAM
848
Oberweis Asset Management
Illinois
$260K – – –
CTA
849
Chesley Taft & Associates
Illinois
$258K -$71.2K -1,325 -22%
MCWS
850
McKinley Carter Wealth Services
West Virginia
$257K – – –
32 33
34
35 36