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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 %
BG
976
Bollard Group
Massachusetts
$34K +$201 +4 +0.6%
PCP
977
Proficio Capital Partners
Massachusetts
$31K -$3.19K -64 -9%
SA
978
SRH Advisors
Kansas
$31K – – –
OC
979
Oakworth Capital
Alabama
$31K – – –
GAM
980
Gemmer Asset Management
California
$30K -$6.2K -121 -17%
AP
981
Arlington Partners
Alabama
$30K – – –
PCA
982
Providence Capital Advisors
North Carolina
$29K – – –
CJA
983
C-J Advisory
California
$28K – – –
LC
984
Lavaca Capital
Texas
$28K – – –
GRP
985
Global Retirement Partners
California
$28K +$8.06K +160 +40%
VVP
986
Vulcan Value Partners
Alabama
$27K -$626K -12,341 -96%
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$27K – – –
VCM
988
Versant Capital Management
Arizona
$26K – – –
ONST
989
Old North State Trust
North Carolina
$26K – – –
LPC
990
Loeb Partners Corp
New York
$25K -$7.76M -155,200 -100%
AOWM
991
Alpha Omega Wealth Management
Virginia
$25K – – –
CTB
992
Country Trust Bank
Illinois
$24K -$22.4M -446,893 -100%
AC
993
Avestar Capital
New York
$24K -$574 -13 -2%
IFAM
994
Institutional & Family Asset Management
Colorado
$23K -$2.53K -51 -10%
TNBTD
995
Trustmark National Bank Trust Department
Mississippi
$23K – – –
BWA
996
BDO Wealth Advisors
Florida
$23K – – –
TFO
997
Tarbox Family Office
California
$22K – – –
EARNEST Partners
998
EARNEST Partners
Georgia
$22K – – –
GI
999
Gradient Investments
Minnesota
$21K -$19.4K -390 -48%
EFSCE
1000
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$3.86K +75 +23%
38 39
40
41 42