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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 %
SBIA
851
Sheaff Brock Investment Advisors
Indiana
$233K – – –
IIM
852
Ironwood Investment Management
Massachusetts
$233K – – –
LJHT
853
Laurie J. Hall Trustee
$232K – – –
BIM
854
Baldwin Investment Management
Pennsylvania
$229K – – –
HA
855
Harfst & Associates
Wyoming
$229K +$5.84K +115 +3%
CF
856
Copperwynd Financial
Arizona
$227K – – –
BCM
857
Blume Capital Management
California
$227K +$20.4K +400 +10%
FHB
858
First Hawaiian Bank
Hawaii
$227K +$227K +4,441 New
WIA
859
Westbourne Investment Advisors
Maryland
$226K – – –
SCM
860
Salem Capital Management
Massachusetts
$224K – – –
PFSC
861
Peoples Financial Services Corp
Pennsylvania
$224K – – –
KJHP
862
K.J. Harrison & Partners
Ontario, Canada
$224K +$224K +4,400 New
BCM
863
Bayesian Capital Management
New York
$223K +$223K +4,368 New
CFG
864
Citizens Financial Group
Rhode Island
$222K – – –
GT
865
Greenleaf Trust
Michigan
$219K -$91.7K -1,801 -30%
BWP
866
Baldwin Wealth Partners
Massachusetts
$219K -$40.9K -800 -16%
KA
867
Kovack Advisors
Florida
$218K -$24.2K -474 -10%
MCM
868
Murphy Capital Management
New Jersey
$218K -$7.57K -149 -3%
CGA
869
Crescent Grove Advisors
Illinois
$217K – – –
WPW
870
Waldron Private Wealth
Pennsylvania
$216K +$216K +4,241 New
WCP
871
Welch Capital Partners
New York
$215K – – –
NB
872
Northwest Bancshares
Pennsylvania
$215K +$1.89K +37 +0.9%
BS
873
Banco Santander
Spain
$214K – – –
BCM
874
Breiter Capital Management
Florida
$214K +$7.39K +145 +4%
AIM
875
Aspen Investment Management
Michigan
$212K – – –
33 34
35
36 37