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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 %
IWA
901
Intercontinental Wealth Advisors
Texas
$61K +$61K +1,297 New
AWM
902
Aevitas Wealth Management
Massachusetts
$60K +$94 +2 +0.2%
ATC
903
Adirondack Trust Company
New York
$59K – – –
PCFFS
904
Pacific Center for Financial Services
California
$59K – – –
PFGIA
905
Patriot Financial Group Insurance Agency
Massachusetts
$59K +$18.8K +398 +47%
WPA
906
West Paces Advisors
Georgia
$58.4K – – –
FHA
907
Flagship Harbor Advisors
Massachusetts
$56K -$93.3K -2,000 -63%
PFC
908
Phocas Financial Corp
California
$56K +$56K +1,200 New
THWM
909
Taylor Hoffman Wealth Management
Virginia
$54K – – –
O
910
Ossiam
France
$54K +$54K +1,152 New
SSB
911
Sandy Spring Bank
Maryland
$51K – – –
EWM
912
Endurance Wealth Management
Rhode Island
$51K – – –
CH
913
Canton Hathaway
Rhode Island
$49K – – –
WTB
914
Washington Trust Bank
Washington
$48K -$28.3K -595 -37%
FC
915
Ferris Capital
Massachusetts
$48K – – –
QCIG
916
Quad-Cities Investment Group
Iowa
$47K -$42.2K -898 -47%
MCA
917
Mercer Capital Advisers
New Jersey
$47K – – –
GCM
918
Gables Capital Management
Florida
$47K – – –
ACM
919
AUA Capital Management
Pennsylvania
$46K – – –
PB
920
Pinnacle Bancorp
Nebraska
$46K +$46K +973 New
SCM
921
Silvant Capital Management
Georgia
$44K – – –
TI
922
Truehand Inc
New Hampshire
$44K +$44K +943 New
FPFS
923
First Personal Financial Services
North Carolina
$42K +$659 +14 +2%
LWCFA
924
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K +$4.33K +92 +12%
QAM
925
QCI Asset Management
New York
$40K – – –
35 36
37
38 39