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Bank of New York Mellon
BK

Overview Fund Activity

802 hedge funds and large institutions have $36.1B invested in Bank of New York Mellon in 2014 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 232 increasing their positions, 337 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+36
Holders Change %
+4.7%
% of All Funds
23.29%
Holding in Top 10
36
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10%
% of All Funds
1.05%
New
79
Increased
232
Reduced
337
Closed
38
Calls
$94M
Puts
$102M
Net Calls
-$8.26M
Net Calls Change
-$31.7M

Top Buyers

1
MCM
Marcato Capital Management
California
$688M
2
Viking Global Investors
Viking Global Investors
Connecticut
$648M
3
TFM
Trian Fund Management
New York
$1.12B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$397M
5
BA
BlackRock Advisors
Delaware
$73.9M

Top Sellers

1
SAM
Southeastern Asset Management
Tennessee
$640M
2
CS
Credit Suisse
Switzerland
$101M
3
SOMRS
State of Michigan Retirement System
Michigan
$18M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.33B
5
DSA
Davis Selected Advisers
Arizona
$2.4B
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
326
Liberty Mutual Group Asset Management
Massachusetts
$3.22M -$71.9K -1,855 -2%
Edgewood Management
327
Edgewood Management
Connecticut
$3.2M -$351K -9,063 -10%
DC
328
Deere & Company
Illinois
$3.18M -$108K -2,798 -3%
MIS
329
Morningstar Investment Services
Illinois
$3.15M -$2.86M -73,892 -48%
PA
330
Pinnacle Associates
New York
$3.15M +$11.6K +300 +0.4%
RNS
331
Robert N. Shapiro
$3.11M -$40.7K -1,050 -1%
GG
332
Gofen & Glossberg
Illinois
$3.11M -$67.8K -1,750 -2%
NSEDCP
333
NJ State Employees Deferred Compensation Plan
New Jersey
$3.1M – – –
BOC
334
Barbara Oil Co
Illinois
$3.1M – – –
William Blair & Company
335
William Blair & Company
Illinois
$3.09M -$3.87K -100 -0.1%
CAM
336
Cubic Asset Management
Massachusetts
$3.08M -$9.68K -250 -0.3%
Luther King Capital Management (LKCM)
337
Luther King Capital Management (LKCM)
Texas
$3.07M -$21K -542 -0.7%
RJFSA
338
Raymond James Financial Services Advisors
Florida
$3.06M +$42.5K +1,097 +1%
GIA
339
Gargoyle Investment Advisor
New Jersey
$3.06M – – –
PDN
340
Pensionfund DSM Netherlands
Netherlands
$3.04M – – –
CCM
341
Cohen Capital Management
California
$3.04M – – –
BSPF
342
British Steel Pension Fund
United Kingdom
$3M -$197K -5,096 -6%
CAM
343
Capstone Asset Management
Texas
$3M +$70.1K +1,810 +2%
PSUF
344
People's United Financial
Connecticut
$2.97M +$124K +3,206 +4%
DILH
345
Dai-ichi Life Holdings
Japan
$2.97M -$33K -852 -1%
CANY
346
Caxton Associates (New York)
New York
$2.93M +$2.93M +75,600 New
SFP
347
Santa Fe Partners
New Mexico
$2.93M +$2.93M +75,470 New
RIM
348
Reliant Investment Management
Tennessee
$2.87M +$116K +2,995 +4%
DCM
349
Delta Capital Management
New Jersey
$2.85M +$32.9K +850 +1%
SB
350
Suntrust Banks
Georgia
$2.83M -$137K -3,532 -5%
12 13
14
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