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 %
WB
901
Webster Bank
Connecticut
$148K – – –
LNB
902
Ledyard National Bank
$146K – – –
BC
903
Barnett & Company
Tennessee
$138K – – –
GLI
904
Guardian Life Insurance
New York
$133K -$9.98K -195 -7%
Capstone Investment Advisors
905
Capstone Investment Advisors
New York
$132K +$132K +2,598 New
KA
906
Kaizen Advisory
Illinois
$130K – – –
RE
907
RBC Europe
United Kingdom
$127K – – –
CFG
908
CKW Financial Group
Hawaii
$125K – – –
PCTC
909
Perkins Coie Trust Company
Washington
$124K – – –
AWM
910
AllSquare Wealth Management
New York
$123K – – –
PG
911
Patten Group
Tennessee
$121K -$1.78K -35 -1%
GP
912
Girard Partners
Pennsylvania
$120K +$120K +2,360 New
TCM
913
TD Capital Management
Tennessee
$117K – – –
CT
914
CPF Texas
Texas
$113K – – –
PCM
915
Penserra Capital Management
California
$112K -$28.4K -559 -20%
HCM
916
Hilton Capital Management
New York
$112K – – –
HI
917
Hudock Inc
Pennsylvania
$109K +$458 +9 +0.4%
GEA
918
Glen Eagle Advisors
New Jersey
$103K – – –
SM
919
Salzhauer Michael
$102K – – –
KPCM
920
Kings Point Capital Management
New York
$102K – – –
QCIG
921
Quad-Cities Investment Group
Iowa
$97K +$102 +2 +0.1%
RP
922
Rowlandmiller & Partners
Georgia
$96.2K – – –
FIB
923
First Interstate Bank
Montana
$95K – – –
AIM
924
Arcadia Investment Management
Michigan
$94K – – –
RA
925
Rational Advisors
New York
$92K -$101K -1,985 -52%
35 36
37
38 39