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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 %
Simplex Trading
951
Simplex Trading
Illinois
$59K +$59K +1,171 New
THWM
952
Taylor Hoffman Wealth Management
Virginia
$58K – – –
SSB
953
Sandy Spring Bank
Maryland
$55K – – –
EWM
954
Endurance Wealth Management
Rhode Island
$55K – – –
CH
955
Canton Hathaway
Rhode Island
$54K +$54K +1,050 New
FC
956
Ferris Capital
Massachusetts
$53K -$4.43K -86 -8%
MCA
957
Mercer Capital Advisers
New Jersey
$51K – – –
GCM
958
Gables Capital Management
Florida
$51K – – –
ACM
959
AUA Capital Management
Pennsylvania
$50K – – –
EA
960
Elm Advisors
California
$50K +$50K +975 New
SCM
961
Silvant Capital Management
Georgia
$48K +$17.1K +336 +55%
FPFS
962
First Personal Financial Services
North Carolina
$45K -$122K -2,377 -73%
QAM
963
QCI Asset Management
New York
$43K – – –
PFGIA
964
Patriot Financial Group Insurance Agency
Massachusetts
$43K +$30.6K +607 +248%
PCIA
965
Prime Capital Investment Advisors
Kansas
$43K +$43K +840 New
NEI
966
Northwest & Ethical Investments
Ontario, Canada
$42K -$45.9K -900 -52%
EWM
967
Edge Wealth Management
New York
$42K – – –
LWCFA
968
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K – – –
GI
969
Gradient Investments
Minnesota
$41K +$152 +3 +0.4%
RBC
970
Roble Belko & Company
Pennsylvania
$40K – – –
WIM
971
Westside Investment Management
California
$38.4K – – –
LWM
972
Lenox Wealth Management
Ohio
$38K -$2.06K -40 -5%
GAM
973
Gemmer Asset Management
California
$36K -$102 -2 -0.3%
WWM
974
Willingdon Wealth Management
North Carolina
$36K – – –
FAM
975
Fred Alger Management
New York
$36K +$5.83K +115 +19%
37 38
39
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