BK icon

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 %
IIC
876
Integrated Investment Consultants
Michigan
$210K – – –
WI
877
Wintrust Investments
Illinois
$210K +$15.3K +300 +8%
GIM
878
Grassi Investment Management
California
$209K -$10.2K -200 -5%
BCAM
879
Boston Common Asset Management
Massachusetts
$209K – – –
ST
880
Sageworth Trust
Pennsylvania
$209K +$148K +2,895 +241%
BAM
881
Belpointe Asset Management
Nevada
$209K +$209K +4,091 New
CL
882
CPWM LLC
Washington
$208K – – –
BA
883
Boston Advisors
Massachusetts
$208K – – –
FIA
884
Foundations Investment Advisors
Arizona
$206K +$5.6K +110 +3%
PA
885
Parallel Advisors
California
$205K -$4.14K -81 -2%
AL
886
Arnhold LLC
New York
$204K – – –
TG
887
TLP Group
Illinois
$204K +$204K +4,007 New
TIA
888
Tiemann Investment Advisors
California
$199K -$11.5K -225 -5%
SMFS
889
Squar Milner Financial Services
California
$189K +$18.1K +355 +11%
HAG
890
HighPoint Advisor Group
Illinois
$188K -$2.74K -59 -1%
CAG
891
Csenge Advisory Group
Florida
$187K +$187K +3,884 New
FANJ
892
Financial Architects (New Jersey)
New Jersey
$179K -$4.8K -94 -3%
SC
893
Sawyer & Company
Massachusetts
$177K – – –
AP
894
Atwood & Palmer
Missouri
$171K -$51K -1,000 -23%
TRCT
895
Tower Research Capital (TRC)
New York
$169K -$863K -16,929 -84%
QCG
896
Quadrant Capital Group
Ohio
$167K +$1.17K +25 +0.7%
FHA
897
Flagship Harbor Advisors
Massachusetts
$166K – – –
SAS
898
Stelac Advisory Services
New York
$161K +$161K +3,164 New
WSTAM
899
Wilbanks Smith & Thomas Asset Management
Virginia
$159K -$59.8K -1,177 -27%
PGWM
900
Parisi Gray Wealth Management
New Jersey
$152K +$58.1K +1,125 +62%
34 35
36
37 38