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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
$3.97B
2
NEAM
New England Asset Management
Connecticut
$564M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$742M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.22B
5
VVP
Vulcan Value Partners
Alabama
$478M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$718M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$284M
3
BlackRock
BlackRock
New York
$2.76B
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$14.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
151
Retirement Systems of Alabama
Alabama
$21.6M -$2.54M -49,867 -11%
SFG
152
Sather Financial Group
Texas
$21.6M +$12.2M +239,420 +130%
VDI
153
Vaughan David Investments
Illinois
$21.3M +$342K +6,710 +2%
ASRS
154
Arizona State Retirement System
Arizona
$21M -$781K -15,320 -4%
CC
155
Chicago Capital
Illinois
$21M +$4.46M +87,388 +27%
CSIC
156
Clifford Swan Investment Counsel
California
$20.5M +$150K +2,948 +0.7%
CS
157
Central Securities
New York
$20.4M – – –
TAM
158
Tyers Asset Management
Texas
$20.1M -$4.59M -90,090 -19%
MWAC
159
Mariner Wealth Advisors (Cincinnati)
Ohio
$19.7M -$4.46M -87,520 -18%
CM
160
CS McKee
Pennsylvania
$19.5M -$245K -4,800 -1%
SIC
161
Schwartz Investment Counsel
Michigan
$19.3M – – –
Aberdeen Group
162
Aberdeen Group
United Kingdom
$19.1M -$1.45M -28,339 -7%
PMG
163
Private Management Group
California
$19M +$2.01M +39,463 +12%
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$18.5M +$2.26M +44,331 +14%
GIBU
165
Gulf International Bank (UK)
United Kingdom
$17.7M +$1.17M +22,850 +7%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$17.5M -$4.85M -95,127 -22%
TAM
167
Trillium Asset Management
Massachusetts
$17.3M +$175K +3,432 +1%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$17.1M -$6.31M -123,692 -27%
Franklin Resources
169
Franklin Resources
California
$17.1M -$284K -5,568 -2%
PNC
170
Park National Corp
Ohio
$16.2M +$156K +3,067 +1%
RCYC
171
Richard C. Young & Co
Rhode Island
$16M -$94.6K -1,855 -0.6%
CG
172
Colony Group
Massachusetts
$15.9M -$270K -5,292 -2%
GC
173
Guggenheim Capital
Illinois
$15.7M +$7.82M +153,297 +99%
Canada Pension Plan Investment Board
174
Canada Pension Plan Investment Board
Ontario, Canada
$15.4M -$24.3M -476,597 -61%
OA
175
Oak Associates
Ohio
$15.2M +$1.38M +26,990 +10%
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