BK icon

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
$3.28B
2
Goldman Sachs
Goldman Sachs
New York
$484M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$364M
4
UBS AM
UBS AM
Illinois
$289M
5
Dodge & Cox
Dodge & Cox
California
$2.46B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.6B
2
TFM
Trian Fund Management
New York
$850M
3
Ameriprise
Ameriprise
Minnesota
$617M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$193M
5
FWIA
Fort Washington Investment Advisors
Ohio
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
1051
Field & Main Bank
Kentucky
$5K +$5K +100 New
OFW
1052
Omnia Family Wealth
Florida
$4K – – –
PWM
1053
Perigon Wealth Management
California
$4K – – –
BWA
1054
BDO Wealth Advisors
Florida
$4K – – –
PO
1055
Private Ocean
California
$4K +$4K +68 New
LYV
1056
Live Your Vision
Pennsylvania
$3K – – –
WAP
1057
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.36K +37 +370%
MPPLM
1058
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3K +$3K +48 New
WAM
1059
Watermark Asset Management
California
$2K – – –
FRA
1060
Front Row Advisors
California
$2K +$2K +40 New
Walleye Trading
1061
Walleye Trading
New York
$1.07K -$652 -12,116 -38%
BL
1062
Balentine LLC
Georgia
$1K – – –
MGIA
1063
Moneta Group Investment Advisors
Missouri
$1K +$1K +11 New
ME
1064
McIlrath & Eck
Washington
$1K +$1K +13 New
NCM
1065
Nelson Capital Management
California
$1K +$1K +16 New
PCG
1066
Private Capital Group
Connecticut
$279 +$279 +5,187 New
Credit Agricole
1067
Credit Agricole
France
– -$73.9M -1,393,551 Closed
DFO
1068
Duquesne Family Office
New York
– -$19.9M -376,000 Closed
NFA
1069
Nationwide Fund Advisors
Ohio
– -$15.5M -293,225 Closed
AP
1070
Archon Partners
New Jersey
– -$9.7M -183,000 Closed
CEP
1071
Chicago Equity Partners
Illinois
– -$8.49M -160,130 Closed
MWNA
1072
Marshall Wace North America
New York
– -$8M -150,975 Closed
GCM
1073
Gladstone Capital Management
United Kingdom
– -$7.58M -142,961 Closed
MCM
1074
Maltese Capital Management
New York
– -$5.04M -95,000 Closed
OI
1075
Oakbrook Investments
Illinois
– -$3.96M -74,750 Closed
41 42
43
44 45