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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 %
CAM
851
Columbia Asset Management
Michigan
$151K -$94.4K -2,000 -38%
CRC
852
Curi RMB Capital
Illinois
$150K -$68K -1,449 -31%
SAS
853
Stelac Advisory Services
New York
$149K – – –
BTNA
854
Bremer Trust National Association
Minnesota
$146K +$146K +3,115 New
PHK
855
Point72 Hong Kong
Hong Kong
$139K +$139K +2,949 New
PGWM
856
Parisi Gray Wealth Management
New Jersey
$138K +$187 +4 +0.1%
WB
857
Webster Bank
Connecticut
$137K – – –
LNB
858
Ledyard National Bank
$135K – – –
BC
859
Barnett & Company
Tennessee
$128K – – –
CFG
860
CKW Financial Group
Hawaii
$127K +$14.1K +300 +13%
GLI
861
Guardian Life Insurance
New York
$123K +$236 +5 +0.2%
KA
862
Kaizen Advisory
Illinois
$118K -$2.55K -54 -2%
RE
863
RBC Europe
United Kingdom
$118K – – –
Capstone Investment Advisors
864
Capstone Investment Advisors
New York
$116K -$5.81K -124 -5%
PCTC
865
Perkins Coie Trust Company
Washington
$114K – – –
AWM
866
AllSquare Wealth Management
New York
$114K – – –
PG
867
Patten Group
Tennessee
$112K – – –
AP
868
Atwood & Palmer
Missouri
$111K -$47.1K -1,000 -30%
TCM
869
TD Capital Management
Tennessee
$108K – – –
FCA
870
FinTrust Capital Advisors
South Carolina
$108K +$108K +2,278 New
SFA
871
Semmax Financial Advisors
North Carolina
$106K +$106K +2,262 New
HCM
872
Hilton Capital Management
New York
$104K – – –
CI
873
CX Institutional
Indiana
$104K +$104K +2,220 New
HI
874
Hudock Inc
Pennsylvania
$100K +$464 +10 +0.5%
PCM
875
Penserra Capital Management
California
$96K -$7.1K -152 -7%
33 34
35
36 37