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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 %
CTA
1101
Chesley Taft & Associates
Illinois
– -$240K -4,700 Closed
FCH
1102
Freestone Capital Holdings
Washington
– -$233K -4,568 Closed
CF
1103
Copperwynd Financial
Arizona
– -$227K -4,450 Closed
SCM
1104
Salem Capital Management
Massachusetts
– -$224K -4,400 Closed
BCM
1105
Bayesian Capital Management
New York
– -$223K -4,368 Closed
MCM
1106
Murphy Capital Management
New Jersey
– -$218K -4,289 Closed
KA
1107
Kovack Advisors
Florida
– -$218K -4,277 Closed
WCP
1108
Welch Capital Partners
New York
– -$215K -4,221 Closed
NB
1109
Northwest Bancshares
Pennsylvania
– -$215K -4,211 Closed
BS
1110
Banco Santander
Spain
– -$214K -4,190 Closed
AIM
1111
Aspen Investment Management
Michigan
– -$212K -4,154 Closed
WI
1112
Wintrust Investments
Illinois
– -$210K -4,118 Closed
IIC
1113
Integrated Investment Consultants
Michigan
– -$210K -4,112 Closed
GIM
1114
Grassi Investment Management
California
– -$209K -4,100 Closed
BCAM
1115
Boston Common Asset Management
Massachusetts
– -$209K -4,100 Closed
BAM
1116
Belpointe Asset Management
Nevada
– -$209K -4,091 Closed
CL
1117
CPWM LLC
Washington
– -$208K -4,085 Closed
BA
1118
Boston Advisors
Massachusetts
– -$208K -4,070 Closed
TG
1119
TLP Group
Illinois
– -$204K -4,007 Closed
AL
1120
Arnhold LLC
New York
– -$204K -4,000 Closed
CAG
1121
Csenge Advisory Group
Florida
– -$187K -3,884 Closed
WSTAM
1122
Wilbanks Smith & Thomas Asset Management
Virginia
– -$159K -3,127 Closed
RP
1123
Rowlandmiller & Partners
Georgia
– -$96.2K -1,887 Closed
AIM
1124
Arcadia Investment Management
Michigan
– -$94K -1,850 Closed
APP
1125
Avantax Planning Partners
Iowa
– -$84K -1,650 Closed
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