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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 %
IIM
926
Ipswich Investment Management
Massachusetts
$40K +$40K +850 New
EWM
927
Edge Wealth Management
New York
$39K – – –
GI
928
Gradient Investments
Minnesota
$38K +$140 +3 +0.4%
CAM
929
Cresset Asset Management
Illinois
$38K +$38K +806 New
FTI
930
Fiduciary Trust International
Massachusetts
$38K +$38K +816 New
TCS
931
Texas Children's
Texas
$37K +$37K +780 New
LWM
932
Lenox Wealth Management
Ohio
$36K +$1.54K +33 +4%
DWM
933
Destination Wealth Management
California
$36K +$31.7K +675 +734%
ESB
934
Essex Savings Bank
Connecticut
$35K +$35K +745 New
BAM
935
Bruderman Asset Management
New York
$35K +$35K +754 New
VNA
936
Valley National Advisers
Pennsylvania
$34K +$14.7K +309 +76%
FAM
937
Fred Alger Management
New York
$33K – – –
WWM
938
Willingdon Wealth Management
North Carolina
$33K – – –
GAM
939
Gemmer Asset Management
California
$33K – – –
BFC
940
Bedel Financial Consulting
Indiana
$33K +$4.71K +100 +17%
CA
941
Claro Advisors
Massachusetts
$33K +$33K +651 New
WANY
942
Wealthspire Advisors (New York)
New York
$33K +$33K +705 New
BCA
943
Berman Capital Advisors
Georgia
$33K +$33K +715 New
BG
944
Bollard Group
Massachusetts
$32K +$190 +4 +0.6%
PCP
945
Proficio Capital Partners
Massachusetts
$32K +$3.92K +84 +14%
AIA
946
Alera Investment Advisors
Illinois
$31K +$31K +664 New
SA
947
SRH Advisors
Kansas
$29K – – –
OC
948
Oakworth Capital
Alabama
$29K – – –
CB
949
CNB Bank
Pennsylvania
$29K – – –
PK
950
Pflug Koory
Nebraska
$29K – – –
36 37
38
39 40