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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 %
OIA
926
OneDigital Investment Advisors
Kansas
$92K -$2.79K -55 -3%
PFBT
927
Parkside Financial Bank & Trust
Missouri
$89K -$6.43K -127 -7%
HWA
928
Heritage Wealth Advisors
Virginia
$89K +$89K +1,762 New
GTAM
929
Global Trust Asset Management
Florida
$87K +$23.2K +455 +36%
GWS
930
Glassman Wealth Services
Virginia
$85K -$1.27K -25 -1%
RFA
931
Reilly Financial Advisors
California
$85K – – –
APP
932
Avantax Planning Partners
Iowa
$84K +$84K +1,650 New
WTB
933
Washington Trust Bank
Washington
$82K -$76.9K -1,505 -48%
HDIM
934
Hanson & Doremus Investment Management
Vermont
$82K – – –
Carson Wealth (CWM LLC)
935
Carson Wealth (CWM LLC)
Nebraska
$78K +$16.5K +323 +27%
NO
936
Ninety One
South Africa
$77K -$5.43M -105,767 -99%
MPIA
937
Mountain Pacific Investment Advisers
Idaho
$77K +$77K +1,508 New
EFSCE
938
Enterprise Financial Services Corp (EFSC)
Missouri
$76K +$3.33K +65 +5%
KIG
939
Kessler Investment Group
Indiana
$73K +$18.3K +358 +34%
ZB
940
Zions Bancorporation
Utah
$73K +$73K +1,424 New
ML
941
McAdam LLC
Pennsylvania
$72K -$728 -14 -1%
AF
942
Allworth Financial
California
$71K +$35.9K +709 +102%
CQS
943
Credential Qtrade Securities
$70.1K +$70.1K +1,374 New
SIAS
944
Shine Investment Advisory Services
Colorado
$67K – – –
TC
945
Truvestments Capital
Florida
$67K +$67K +1,305 New
AWM
946
Aevitas Wealth Management
Massachusetts
$65K +$102 +2 +0.2%
ATC
947
Adirondack Trust Company
New York
$64K -$1.38K -27 -2%
SBL
948
Sargent Bickham Lagudis
Colorado
$64K – – –
PCFFS
949
Pacific Center for Financial Services
California
$64K – – –
WPA
950
West Paces Advisors
Georgia
$63.2K – – –
36 37
38
39 40