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Bank of New York Mellon
BK

Overview Fund Activity

1,071 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 295 increasing their positions, 453 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+35
Holders Change %
+3.38%
% of All Funds
23.22%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.48%
New
110
Increased
295
Reduced
453
Closed
61
Calls
$133M
Puts
$140M
Net Calls
-$6.64M
Net Calls Change
+$81.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
3
LP
Longview Partners
Guernsey
+$133M
4
Legal & General Group
Legal & General Group
United Kingdom
+$53.2M
5
Charles Schwab
Charles Schwab
California
+$48.3M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$320M
2
O
OppenheimerFunds
New York
-$252M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$155M
4
TFM
Trian Fund Management
New York
-$146M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
876
Quadrant Capital Group
Ohio
$206K +$26.7K +564 +15%
CT
877
Coastline Trust
Rhode Island
$206K +$206K +4,080 New
BA
878
Boston Advisors
Massachusetts
$206K +$206K +4,083 New
RCM
879
Radnor Capital Management
Pennsylvania
$204K +$204K +4,045 New
SFA
880
Semmax Financial Advisors
North Carolina
$203K +$88.9K +1,763 +78%
CL
881
CPWM LLC
Washington
$203K +$203K +4,027 New
SC
882
Sepio Capital
Utah
$202K -$118K -2,330 -37%
AL
883
Arnhold LLC
New York
$202K +$202K +4,000 New
SCM
884
Salem Capital Management
Massachusetts
$202K +$202K +4,000 New
MHIC
885
Marble Harbor Investment Counsel
Massachusetts
$202K +$202K +4,009 New
HFS
886
HL Financial Services
Kentucky
$200K +$200K +3,963 New
JWA
887
JFS Wealth Advisors
Pennsylvania
$197K -$3.94K -78 -2%
WB
888
Webster Bank
Connecticut
$187K +$40.1K +796 +27%
SMFS
889
Squar Milner Financial Services
California
$185K -$703 -14 -0.4%
CFGS
890
Concourse Financial Group Securities
Alabama
$176K -$12.8K -253 -7%
SC
891
Sawyer & Company
Massachusetts
$175K – – –
GTAM
892
Global Trust Asset Management
Florida
$173K -$9.08K -180 -5%
FHB
893
First Hawaiian Bank
Hawaii
$169K -$38.3K -761 -18%
CAM
894
Columbia Asset Management
Michigan
$161K – – –
BBNA
895
Bremer Bank National Association
Minnesota
$155K +$155K +3,115 New
PRC
896
Pearl River Capital
Michigan
$152K +$152K +3,018 New
SAS
897
Stelac Advisory Services
New York
$149K – – –
PGWM
898
Parisi Gray Wealth Management
New Jersey
$149K +$151 +3 +0.1%
SWP
899
Strategic Wealth Partners
Ohio
$143K -$24.9K -485 -15%
SWM
900
SeaCrest Wealth Management
New York
$138K -$164K -3,261 -54%
34 35
36
37 38