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Bank of New York Mellon
BK

Overview Fund Activity

1,071 hedge funds and large institutions have $41.1B invested in Bank of New York Mellon in 2019 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 295 increasing their positions, 453 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+35
Holders Change %
+3.38%
% of All Funds
23.22%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.48%
New
110
Increased
295
Reduced
453
Closed
61
Calls
$133M
Puts
$140M
Net Calls
-$6.64M
Net Calls Change
+$81.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$265M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
3
LP
Longview Partners
Guernsey
+$133M
4
Legal & General Group
Legal & General Group
United Kingdom
+$53.2M
5
Charles Schwab
Charles Schwab
California
+$48.3M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$320M
2
O
OppenheimerFunds
New York
-$252M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$155M
4
TFM
Trian Fund Management
New York
-$146M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
951
Mercer Capital Advisers
New Jersey
$50K – – –
GCM
952
Gables Capital Management
Florida
$50K – – –
ACM
953
AUA Capital Management
Pennsylvania
$49K – – –
TI
954
Truehand Inc
New Hampshire
$48K – – –
SCM
955
Silvant Capital Management
Georgia
$48K – – –
PFGIA
956
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$17.2K -340 -27%
FPFS
957
First Personal Financial Services
North Carolina
$45K – – –
BCA
958
Berman Capital Advisors
Georgia
$45K +$9.64K +195 +27%
QAM
959
QCI Asset Management
New York
$43K – – –
EWM
960
Edge Wealth Management
New York
$42K – – –
PCIA
961
Prime Capital Investment Advisors
Kansas
$42K +$42K +840 New
FGAM
962
Financial Gravity Asset Management
Texas
$41K +$41K +797 New
PB
963
Pinnacle Bancorp
Nebraska
$40K -$9.45K -186 -19%
PFO
964
Pathstone Family Office
New Jersey
$40K +$40K +800 New
LWM
965
Lenox Wealth Management
Ohio
$39K – – –
FCA
966
FinTrust Capital Advisors
South Carolina
$38K -$76.7K -1,523 -67%
BAM
967
Bruderman Asset Management
New York
$38K – – –
ESB
968
Essex Savings Bank
Connecticut
$38K – – –
AIA
969
Alera Investment Advisors
Illinois
$38K +$4.09K +80 +12%
DWM
970
Destination Wealth Management
California
$36K -$2.62K -52 -7%
VNA
971
Valley National Advisers
Pennsylvania
$36K +$101 +2 +0.3%
CB
972
CNB Bank
Pennsylvania
$36K +$4.83K +96 +16%
BFC
973
Bedel Financial Consulting
Indiana
$35K – – –
WWM
974
Willingdon Wealth Management
North Carolina
$35K – – –
PK
975
Pflug Koory
Nebraska
$35K +$3.75K +75 +12%
37 38
39
40 41