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Bank of New York Mellon
BK

Overview Fund Activity

1,066 hedge funds and large institutions have $45.8B invested in Bank of New York Mellon in 2017 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 333 increasing their positions, 386 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+97
Holders Change %
+10.01%
% of All Funds
24.21%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.84%
New
152
Increased
333
Reduced
386
Closed
46
Calls
$205M
Puts
$307M
Net Calls
-$102M
Net Calls Change
+$43.9M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$570M
2
Goldman Sachs
Goldman Sachs
New York
+$193M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$144M
4
UBS AM
UBS AM
Illinois
+$120M
5
Dodge & Cox
Dodge & Cox
California
+$96.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$960M
2
TFM
Trian Fund Management
New York
-$355M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$114M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$80.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
1001
Braun-Bostich & Associates
Pennsylvania
$22K +$22K +403 New
OFS
1002
Orrstown Financial Services
Pennsylvania
$22K +$22K +411 New
SIM
1003
Sonora Investment Management
Arizona
$21.5K +$21.5K +400 New
SAM
1004
Shamrock Asset Management
Texas
$21K – – –
TF
1005
Tompkins Financial
New York
$20K +$20K +377 New
FCFS
1006
First Command Financial Services
Texas
$19K – – –
FCB
1007
First Command Bank
Texas
$19K – – –
CJA
1008
C-J Advisory
California
$19K +$15.2K +280 +400%
GTAM
1009
Global Trust Asset Management
Florida
$19K +$19K +344 New
IBOK
1010
Independence Bank of Kentucky
Kentucky
$19K +$19K +345 New
AC
1011
Avestar Capital
New York
$19K +$19K +412 New
PMFA
1012
Plante Moran Financial Advisors
Michigan
$18K – – –
PCP
1013
Proficio Capital Partners
Massachusetts
$17K +$1.85K +35 +12%
KJWM
1014
Kiley Juergens Wealth Management
Washington
$17K +$17K +332 New
GEA
1015
Glen Eagle Advisors
New Jersey
$16.9K -$113K -2,100 -87%
SHJ
1016
Sharkey, Howes & Javer
Colorado
$16K – – –
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
AIM
1018
Advantage Investment Management
Iowa
$16K – – –
CCMW
1019
Cypress Capital Management (Wyoming)
Wyoming
$16K +$16K +290 New
RFWA
1020
RPg Family Wealth Advisory
Massachusetts
$14.6K +$14.6K +272 New
VFA
1021
Virtus Fund Advisers
Connecticut
$13K – – –
RPG
1022
Risk Paradigm Group
Texas
$12.2K +$12.2K +226 New
HS
1023
Horan Securities
United States
$12K +$56 +1 +0.5%
IP
1024
Intellectus Partners
California
$11K – – –
AWM
1025
Avior Wealth Management
Nebraska
$11K +$1.33K +24 +14%
39 40
41
42 43