BK icon

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 %
BWM
1026
Baystate Wealth Management
Massachusetts
$10K – – –
CAM
1027
CenterStar Asset Management
Illinois
$10K – – –
HS
1028
Horan Securities
United States
$10K +$46 +1 +0.5%
MSA
1029
Marino Stram & Associates
Massachusetts
$10K +$49 +1 +0.5%
SFSIG
1030
San Francisco Sentry Investment Group
California
$10K +$4.98K +101 +99%
CAL
1031
Capital Analysts LLC
Pennsylvania
$9K -$1.05M -21,092 -99%
AWM
1032
Avior Wealth Management
Nebraska
$9K – – –
SNT
1033
Security National Trust
West Virginia
$8K -$32K -600 -80%
KL
1034
KWMG LLC
Kansas
$7K – – –
TWA
1035
TCI Wealth Advisors
Arizona
$6K -$5.54K -108 -48%
FFW
1036
Fusion Family Wealth
New York
$6K – – –
FGAM
1037
Financial Gravity Asset Management
Texas
$6K +$1.7K +39 +39%
CT
1038
Clearstead Trust
Maine
$6K +$6K +110 New
ACA
1039
Atlas Capital Advisors
Wyoming
$5.74K -$6.94K -133 -55%
DWM
1040
Destination Wealth Management
California
$5K -$67.8K -1,247 -93%
IP
1041
Intellectus Partners
California
$5K -$6.01K -113 -55%
AIS
1042
Accurate Investment Solutions
Pennsylvania
$5K – – –
FMB
1043
Field & Main Bank
Kentucky
$5K – – –
MWM
1044
Mascoma Wealth Management
New Hampshire
$5K – – –
BA
1045
Ballew Advisors
Mississippi
$5K +$5K +101 New
CIA
1046
CSat Investment Advisory
Michigan
$4K -$844K -17,093 -100%
DSC
1047
Duncker Streett & Co
Missouri
$4K -$241K -4,875 -98%
CBT
1048
Central Bank & Trust
Kentucky
$4K -$2.15K -42 -35%
PO
1049
Private Ocean
California
$4K – – –
OFW
1050
Omnia Family Wealth
Florida
$4K – – –
40 41
42
43 44