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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 %
JA
976
JOYN Advisors
Georgia
$34K -$9.23K -180 -21%
BG
977
Bollard Group
Massachusetts
$34K +$152 +3 +0.4%
CHP
978
Cable Hill Partners
Oregon
$33K – – –
CB
979
CNB Bank
Pennsylvania
$32K – – –
PK
980
Pflug Koory
Nebraska
$32K – – –
BC
981
Blackhill Capital
New Jersey
$31K – – –
OFS
982
Orrstown Financial Services
Pennsylvania
$31K – – –
SA
983
SRH Advisors
Kansas
$31K – – –
OC
984
Oakworth Capital
Alabama
$31K – – –
PCP
985
Proficio Capital Partners
Massachusetts
$31K +$13.5K +263 +78%
AP
986
Arlington Partners
Alabama
$31K +$31K +600 New
CWM
987
Catamount Wealth Management
Connecticut
$30K – – –
PCA
988
Providence Capital Advisors
North Carolina
$30K – – –
BFC
989
Bedel Financial Consulting
Indiana
$29K – – –
SCM
990
Southport Capital Management
Tennessee
$29K +$29K +575 New
WAP
991
Wealthcare Advisory Partners
Pennsylvania
$27K +$9.63K +188 +55%
ONST
992
Old North State Trust
North Carolina
$27K +$27K +527 New
VCM
993
Versant Capital Management
Arizona
$26K -$249 -5 -0.9%
TCM
994
Tradewinds Capital Management
Washington
$26K +$16.4K +320 +170%
JFA
995
JNBA Financial Advisors
Minnesota
$25K -$326K -6,525 -93%
IFAM
996
Institutional & Family Asset Management
Colorado
$25K -$720 -14 -3%
AOWM
997
Alpha Omega Wealth Management
Virginia
$25K – – –
CFGS
998
Concourse Financial Group Securities
Alabama
$25K +$25K +484 New
CJA
999
C-J Advisory
California
$24K – – –
BWA
1000
BDO Wealth Advisors
Florida
$24K – – –
38 39
40
41 42