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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 %
OIA
926
OneDigital Investment Advisors
Kansas
$132K – – –
PCTC
927
Perkins Coie Trust Company
Washington
$131K – – –
FIB
928
First Interstate Bank
Montana
$129K -$6.98K -130 -5%
CFG
929
CKW Financial Group
Hawaii
$129K – – –
TCM
930
TD Capital Management
Tennessee
$124K – – –
RP
931
Rowlandmiller & Partners
Georgia
$124K +$124K +2,293 New
CT
932
CPF Texas
Texas
$120K +$120K +2,220 New
KPCM
933
Kings Point Capital Management
New York
$118K +$10.5K +195 +10%
NIT
934
NumerixS Investment Technologies
British Columbia, Canada
$110K +$56.1K +1,040 +104%
PG
935
Patten Group
Tennessee
$109K +$8.27K +154 +8%
SM
936
Salzhauer Michael
$108K – – –
WPA
937
West Paces Advisors
Georgia
$103K -$11.3K -210 -10%
AIM
938
Arcadia Investment Management
Michigan
$100K – – –
LC
939
Landaas & Company
Wisconsin
$98K – – –
TL
940
TrueWealth LLC
Georgia
$92K +$92K +1,712 New
PFBT
941
Parkside Financial Bank & Trust
Missouri
$91K +$2.05K +38 +2%
ATC
942
Adirondack Trust Company
New York
$89K – – –
GWS
943
Glassman Wealth Services
Virginia
$89K +$269 +5 +0.3%
HDIM
944
Hanson & Doremus Investment Management
Vermont
$86K -$9.82K -183 -10%
GI
945
Gradient Investments
Minnesota
$86K +$86K +1,592 New
GRQ
946
Gardner Russo & Quinn
Pennsylvania
$81K +$81K +1,500 New
Acadian Asset Management
947
Acadian Asset Management
Massachusetts
$78K -$25.8K -481 -25%
PCM
948
Penserra Capital Management
California
$78K +$34.3K +639 +78%
CG
949
Cutler Group
California
$75K +$75K +1,400 New
RWA
950
Ropes Wealth Advisors
Massachusetts
$74K – – –
36 37
38
39 40