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Bank of New York Mellon
BK

Overview Fund Activity

765 hedge funds and large institutions have $33.2B invested in Bank of New York Mellon in 2014 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 220 increasing their positions, 338 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
22.11%
Holding in Top 10
37
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.82%
% of All Funds
1.07%
New
58
Increased
220
Reduced
338
Closed
45
Calls
$136M
Puts
$95.8M
Net Calls
+$40.1M
Net Calls Change
+$56.5M

Top Buyers

1
TFM
Trian Fund Management
New York
+$329M
2
Morgan Stanley
Morgan Stanley
New York
+$242M
3
CS
Credit Suisse
Switzerland
+$219M
4
Dodge & Cox
Dodge & Cox
California
+$170M
5
Harris Associates
Harris Associates
Illinois
+$71.2M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$434M
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$133M
3
SAM
Southeastern Asset Management
Tennessee
-$98.9M
4
BA
BlackRock Advisors
Delaware
-$79.5M
5
TAM
Third Avenue Management
New York
-$64.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
351
Delta Capital Management
New Jersey
$2.57M -$14.5K -410 -0.6%
RIM
352
Reliant Investment Management
Tennessee
$2.56M +$46.6K +1,320 +2%
JEW
353
Jamison Eaton & Wood
New Jersey
$2.53M +$52.9K +1,500 +2%
PSUF
354
People's United Financial
Connecticut
$2.52M -$539K -15,287 -18%
FOAM
355
Five Oceans Asset Management
Australia
$2.49M +$2.49M +70,656 New
SIG
356
Schooner Investment Group
Pennsylvania
$2.47M – – –
B
357
Barings
North Carolina
$2.46M -$787K -22,300 -24%
LIC
358
Lodestar Investment Counsel
Illinois
$2.43M +$250K +7,075 +11%
M&T Bank
359
M&T Bank
New York
$2.41M -$12.6K -358 -0.5%
AIM
360
ARGA Investment Management
Connecticut
$2.39M -$914K -25,900 -28%
WC
361
Woodstock Corp
Massachusetts
$2.38M -$36.6K -1,037 -2%
SIM
362
Sentry Investment Management
Wisconsin
$2.35M +$98.8K +2,800 +4%
HVIA
363
Hudson Valley Investment Advisors
New York
$2.34M +$57.4K +1,625 +3%
RW
364
Rand Wealth
Maryland
$2.3M -$169K -4,779 -7%
Nuveen Asset Management
365
Nuveen Asset Management
Illinois
$2.25M -$48.6K -1,378 -2%
CFA
366
Carroll Financial Associates
North Carolina
$2.21M +$27.4K +775 +1%
MIM
367
Marco Investment Management
Georgia
$2.19M -$35.3K -1,000 -2%
PIA
368
Piedmont Investment Advisors
North Carolina
$2.17M -$59.3K -1,681 -3%
DC
369
Davenport & Co
Virginia
$2.12M -$60.6K -1,716 -3%
DY
370
Dowling & Yahnke
California
$2.12M +$43.2K +1,224 +2%
PCM
371
Parsons Capital Management
Rhode Island
$2.05M -$30K -850 -1%
BFG
372
Beacon Financial Group
Texas
$2.05M +$2.05M +28,455 New
VOAM
373
Vertex One Asset Management
British Columbia, Canada
$1.98M -$353K -10,000 -15%
MWAC
374
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.93M -$13.2M -372,740 -87%
BRM
375
Boston Research & Management
Massachusetts
$1.92M +$20.5K +580 +1%
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