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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 %
BDS
826
Banco de Sabadell
Florida
$257K – – –
CTC
827
Central Trust Company
Missouri
$256K -$4.58K -90 -2%
AWA
828
AmeriServ Wealth Advisors
Pennsylvania
$256K -$3.17K -62 -1%
RWM
829
RKL Wealth Management
Pennsylvania
$256K – – –
ZCM
830
Zebra Capital Management
Connecticut
$256K +$256K +5,012 New
CSM
831
CAMG Solamere Management
North Carolina
$253K -$116K -2,296 -31%
TPWA
832
TRUE Private Wealth Advisors
Oregon
$252K -$2.3K -45 -0.9%
FMII
833
Farmers & Merchants Investments Inc
Nebraska
$252K +$1.88K +37 +0.8%
AW
834
ACG Wealth
Georgia
$248K +$10.9K +214 +5%
OAM
835
Oberweis Asset Management
Illinois
$247K +$102 +2 +0%
KTC
836
Kistler-Tiffany Companies
Pennsylvania
$247K +$917 +18 +0.4%
LCM
837
Logan Capital Management
Pennsylvania
$245K – – –
MCWS
838
McKinley Carter Wealth Services
West Virginia
$243K – – –
PCMC
839
Paragon Capital Management (Colorado)
Colorado
$242K -$7.13K -140 -3%
KIA
840
KCM Investment Advisors
California
$241K +$102 +2 +0%
CTA
841
Chesley Taft & Associates
Illinois
$240K -$5K -98 -2%
BTW
842
Boston Trust Walden
Massachusetts
$238K +$3.83K +75 +2%
WAM
843
Wealthspire Advisors (Maryland)
Maryland
$238K +$25.8K +504 +12%
BSW
844
Buckingham Strategic Wealth
Missouri
$238K +$37.2K +729 +19%
JWA
845
JFS Wealth Advisors
Pennsylvania
$237K +$204 +4 +0.1%
CRC
846
Curi RMB Capital
Illinois
$237K +$142K +2,779 +149%
ACS
847
Archford Capital Strategies
Illinois
$234K -$4.84K -95 -2%
CB
848
Community Bank
New York
$234K – – –
FCH
849
Freestone Capital Holdings
Washington
$233K -$9.39K -184 -4%
FBT
850
First Bank & Trust
South Dakota
$233K -$5.2K -100 -2%
32 33
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