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Bank of New York Mellon
BK

Overview Fund Activity

1,036 hedge funds and large institutions have $39.4B invested in Bank of New York Mellon in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 421 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,036
Holders Change
-27
Holders Change %
-2.54%
% of All Funds
23.12%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.6%
New
96
Increased
317
Reduced
421
Closed
112
Calls
$125M
Puts
$213M
Net Calls
-$88M
Net Calls Change
-$29M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$484M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$409M
3
Dodge & Cox
Dodge & Cox
California
+$298M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$145M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
+$57.5M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$440M
2
Ameriprise
Ameriprise
Minnesota
-$116M
3
Bessemer Group
Bessemer Group
New Jersey
-$112M
4
Morgan Stanley
Morgan Stanley
New York
-$101M
5
CAM
Close Asset Management
United Kingdom
-$99.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1001
CSat Investment Advisory
Michigan
$6K +$1.88K +37 +46%
NSG
1002
Nalls Sherbakoff Group
Tennessee
$6K +$6K +118 New
BL
1003
Balentine LLC
Georgia
$6K +$6K +119 New
PMFA
1004
Plante Moran Financial Advisors
Michigan
$6K +$6K +134 New
ACA
1005
Atlas Capital Advisors
Wyoming
$5.18K – – –
MWM
1006
Mascoma Wealth Management
New Hampshire
$5K – – –
AIS
1007
Accurate Investment Solutions
Pennsylvania
$5K +$50 +1 +1%
FGC
1008
Financial Gravity Companies
Texas
$5K +$5K +90 New
CBT
1009
Central Bank & Trust
Kentucky
$4K – – –
IP
1010
Intellectus Partners
California
$4K – – –
DSC
1011
Duncker Streett & Co
Missouri
$4K – – –
PO
1012
Private Ocean
California
$4K – – –
EIM
1013
Essex Investment Management
Massachusetts
$4K +$4K +84 New
CAL
1014
Capital Analysts LLC
Pennsylvania
$3K -$6.05K -121 -67%
LYV
1015
Live Your Vision
Pennsylvania
$3K – – –
CCM
1016
Cribstone Capital Management
Maine
$3K – – –
OFW
1017
Omnia Family Wealth
Florida
$3K – – –
BWL
1018
Bogart Wealth LLC
Virginia
$3K – – –
EWM
1019
Executive Wealth Management
Michigan
$3K +$3K +70 New
Schroder Investment Management Group
1020
Schroder Investment Management Group
United Kingdom
$2.28K +$512 +10,882 +29%
PG
1021
Proffitt & Goodson
Tennessee
$2K – – –
DBT
1022
Dubuque Bank & Trust
Iowa
$2K – – –
WAM
1023
Watermark Asset Management
California
$2K – – –
FRA
1024
Front Row Advisors
California
$2K – – –
KCM
1025
Karp Capital Management
California
$2K +$2K +37 New
39 40
41
42 43