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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 %
CIC
826
Cornercap Investment Counsel
Georgia
$209K -$1.94M -41,285 -90%
WIA
827
Westbourne Investment Advisors
Maryland
$209K – – –
FIA
828
Foundations Investment Advisors
Arizona
$208K -$5.49K -104 -3%
KIA
829
KCM Investment Advisors
California
$207K -$14.8K -314 -7%
CB
830
Community Bank
New York
$207K -$9.45K -200 -4%
KJHP
831
K.J. Harrison & Partners
Ontario, Canada
$207K – – –
CFG
832
Citizens Financial Group
Rhode Island
$205K -$141 -3 -0.1%
CCP
833
Corient Capital Partners
California
$205K +$205K +4,347 New
WDL
834
Well Done LLC
Michigan
$203K +$203K +4,317 New
CC
835
Claybrook Capital
Massachusetts
$203K +$203K +4,317 New
BCM
836
Breiter Capital Management
Florida
$201K +$3.02K +64 +2%
FHB
837
First Hawaiian Bank
Hawaii
$194K -$15.1K -320 -7%
ST
838
Sageworth Trust
Pennsylvania
$193K – – –
PA
839
Parallel Advisors
California
$192K +$2.69K +57 +1%
NSIM
840
North Star Investment Management
Illinois
$188K -$64.1K -1,360 -25%
EWA
841
ERTS Wealth Advisors
Michigan
$188K +$188K +3,990 New
JWA
842
JFS Wealth Advisors
Pennsylvania
$187K -$31.1K -663 -14%
CFGS
843
Concourse Financial Group Securities
Alabama
$176K +$153K +3,261 +674%
SMFS
844
Squar Milner Financial Services
California
$174K – – –
GTAM
845
Global Trust Asset Management
Florida
$170K +$89.5K +1,900 +111%
QCG
846
Quadrant Capital Group
Ohio
$168K +$9.88K +223 +6%
SC
847
Sawyer & Company
Massachusetts
$164K – – –
SWP
848
Strategic Wealth Partners
Ohio
$157K -$748K -15,603 -83%
AIC
849
Ameritas Investment Company
Nebraska
$156K +$156K +3,321 New
RMC
850
Resources Management Corp
Connecticut
$151K -$597K -12,740 -80%
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