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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 %
AC
1001
Avestar Capital
New York
$23K -$5.5K -122 -19%
WA
1002
WealthTrust-Arizona
Arizona
$23K -$364 -7 -2%
TFO
1003
Tarbox Family Office
California
$23K – – –
EARNEST Partners
1004
EARNEST Partners
Georgia
$23K – – –
TNBTD
1005
Trustmark National Bank Trust Department
Mississippi
$23K +$23K +450 New
MUS
1006
Mitsubishi UFJ Securities
Japan
$22K – – –
TL
1007
TrueWealth LLC
Georgia
$21K -$20.4K -406 -49%
BBA
1008
Braun-Bostich & Associates
Pennsylvania
$21K – – –
VNA
1009
Valley National Advisers
Pennsylvania
$21K +$52 +1 +0.2%
KJWM
1010
Kiley Juergens Wealth Management
Washington
$21K +$2.44K +50 +13%
KLWA
1011
Kelly Lawrence W & Associates
California
$20K – – –
SIM
1012
Sonora Investment Management
Arizona
$20K – – –
TFS
1013
TrustCore Financial Services
Tennessee
$20K +$5.22K +101 +35%
TF
1014
Tompkins Financial
New York
$19K – – –
FCB
1015
First Command Bank
Texas
$18K – – –
FCFS
1016
First Command Financial Services
Texas
$18K – – –
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
SHJ
1018
Sharkey, Howes & Javer
Colorado
$15K – – –
AIM
1019
Advantage Investment Management
Iowa
$15K – – –
ADL
1020
Asset Dedication LLC
California
$14K – – –
LA
1021
Legacy Advisors
Pennsylvania
$13K – – –
IBOK
1022
Independence Bank of Kentucky
Kentucky
$11K -$3.84K -75 -26%
CAC
1023
Certified Advisory Corp
Florida
$11K – – –
ED
1024
Exane Derivatives
France
$10.9K +$103 +2 +1%
SIS
1025
Sound Income Strategies
Florida
$10K -$250 -5 -2%
39 40
41
42 43