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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 %
OFS
951
Orrstown Financial Services
Pennsylvania
$28K – – –
AP
952
Arlington Partners
Alabama
$28K – – –
PCA
953
Providence Capital Advisors
North Carolina
$27K – – –
LC
954
Lavaca Capital
Texas
$27K +$27K +564 New
WAP
955
Wealthcare Advisory Partners
Pennsylvania
$25K – – –
CJA
956
C-J Advisory
California
$25K +$2.76K +59 +12%
AOWM
957
Alpha Omega Wealth Management
Virginia
$24K – – –
VCM
958
Versant Capital Management
Arizona
$24K – – –
ONST
959
Old North State Trust
North Carolina
$24K +$91 +2 +0.4%
IFAM
960
Institutional & Family Asset Management
Colorado
$24K +$1.31K +28 +6%
PAMU
961
Pictet Asset Management (UK)
United Kingdom
$23.3K -$1.33K -28,300 -5%
BWA
962
BDO Wealth Advisors
Florida
$22K – – –
TFO
963
Tarbox Family Office
California
$21K -$764 -16 -4%
WA
964
WealthTrust-Arizona
Arizona
$21K -$95 -2 -0.5%
TNBTD
965
Trustmark National Bank Trust Department
Mississippi
$21K – – –
EARNEST Partners
966
EARNEST Partners
Georgia
$21K – – –
FCB
967
First Command Bank
Texas
$21K +$4.13K +88 +25%
FCFS
968
First Command Financial Services
Texas
$21K +$4.13K +88 +25%
AC
969
Avestar Capital
New York
$20K +$1.69K +47 +9%
TL
970
TrueWealth LLC
Georgia
$19K -$808 -17 -4%
SIM
971
Sonora Investment Management
Arizona
$19K – – –
BBA
972
Braun-Bostich & Associates
Pennsylvania
$19K – – –
KLWA
973
Kelly Lawrence W & Associates
California
$19K – – –
GRP
974
Global Retirement Partners
California
$19K +$17.4K +362 +1,065%
TF
975
Tompkins Financial
New York
$18K – – –
37 38
39
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