BK icon

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 %
LJHT
851
Laurie J. Hall Trustee
$254K – – –
KIA
852
KCM Investment Advisors
California
$254K +$54 +1 +0%
CAM
853
Columbia Asset Management
Michigan
$253K -$21.5K -400 -8%
PA
854
Parallel Advisors
California
$253K +$10.8K +200 +4%
WAM
855
Wealthspire Advisors (Maryland)
Maryland
$253K +$64.4K +1,194 +34%
SCM
856
Salem Capital Management
Massachusetts
$250K – – –
HSA
857
HBK Sorce Advisory
Pennsylvania
$250K +$250K +4,641 New
CB
858
Community Bank
New York
$247K – – –
BTW
859
Boston Trust Walden
Massachusetts
$247K – – –
IIM
860
Ironwood Investment Management
Massachusetts
$247K – – –
SBIA
861
Sheaff Brock Investment Advisors
Indiana
$246K – – –
KTC
862
Kistler-Tiffany Companies
Pennsylvania
$246K +$21.7K +404 +10%
AIM
863
Aspen Investment Management
Michigan
$245K – – –
FBT
864
First Bank & Trust
South Dakota
$244K -$6.77K -126 -3%
ED
865
Exane Derivatives
France
$243K +$108K +1,999 +79%
CAPTRUST Financial Advisors
866
CAPTRUST Financial Advisors
North Carolina
$243K +$239K +4,440 +5,620%
FCFC
867
First Commonwealth Financial Corp
Pennsylvania
$242K – – –
WIA
868
Westbourne Investment Advisors
Maryland
$242K – – –
PFSC
869
Peoples Financial Services Corp
Pennsylvania
$242K +$5.38K +100 +2%
MCM
870
Murphy Capital Management
New Jersey
$240K +$21.5K +400 +10%
CF
871
Copperwynd Financial
Arizona
$240K +$240K +4,450 New
ACS
872
Archford Capital Strategies
Illinois
$240K +$240K +4,457 New
MF
873
Magnetar Financial
Illinois
$234K -$1.1M -20,414 -82%
TDC
874
Thompson Davis & Co
Virginia
$233K -$48.9K -908 -17%
SMC
875
Smith, Moore & Co
Missouri
$232K -$8.26K -153 -3%
33 34
35
36 37