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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 %
VST
876
Van Strum & Towne
California
$232K – – –
TIA
877
Tiemann Investment Advisors
California
$230K – – –
AP
878
Atwood & Palmer
Missouri
$227K +$173K +3,221 +322%
HA
879
Harfst & Associates
Wyoming
$224K -$14K -260 -6%
FCIM
880
Fairview Capital Investment Management
California
$224K – – –
AWA
881
AmeriServ Wealth Advisors
Pennsylvania
$223K +$223K +4,075 New
Two Sigma Advisers
882
Two Sigma Advisers
New York
$221K -$5.75M -106,900 -96%
DC
883
Davenport & Co
Virginia
$221K +$221K +4,095 New
BCM
884
BTR Capital Management
California
$220K – – –
NB
885
Northwest Bancshares
Pennsylvania
$219K +$219K +4,075 New
SLA
886
Silver Lake Advisory
Utah
$218K – – –
HTC
887
Haverford Trust Company
Pennsylvania
$217K +$217K +4,027 New
BCM
888
Breiter Capital Management
Florida
$216K +$216K +4,019 New
GIM
889
Grassi Investment Management
California
$215K +$215K +4,000 New
ICM
890
Ionic Capital Management
New York
$215K +$215K +4,000 New
DPIM
891
Duff & Phelps Investment Management
Illinois
$213K -$12.4K -230 -5%
SMFS
892
Squar Milner Financial Services
California
$213K +$213K +3,699 New
MCM
893
MAI Capital Management
Ohio
$211K +$969 +18 +0.5%
TG
894
TLP Group
Illinois
$210K -$82K -1,521 -28%
BAS
895
Brown Advisory Securities
Maryland
$210K +$3.08K +57 +1%
CL
896
CPWM LLC
Washington
$206K – – –
RC
897
Roundview Capital
New Jersey
$205K -$432 -8 -0.2%
BCM
898
Becker Capital Management
Oregon
$205K +$205K +3,800 New
RCM
899
Radnor Capital Management
Pennsylvania
$204K +$204K +3,792 New
RA
900
Rational Advisors
New York
$203K – – –
34 35
36
37 38