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Bank of New York Mellon
BK

Overview Fund Activity

766 hedge funds and large institutions have $35.9B invested in Bank of New York Mellon in 2014 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 251 increasing their positions, 284 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
22.03%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1.15%
New
49
Increased
251
Reduced
284
Closed
42
Calls
$119M
Puts
$95.7M
Net Calls
+$23.4M
Net Calls Change
-$16.7M

Top Buyers

1
TFM
Trian Fund Management
New York
+$367M
2
CS
Credit Suisse
Switzerland
+$282M
3
Dodge & Cox
Dodge & Cox
California
+$181M
4
Citigroup
Citigroup
New York
+$125M
5
Norges Bank
Norges Bank
Norway
+$125M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$172M
2
Credit Agricole
Credit Agricole
France
-$89.5M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$84M
4
SAM
Southeastern Asset Management
Tennessee
-$75.8M
5
SOMRS
State of Michigan Retirement System
Michigan
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JEW
351
Jamison Eaton & Wood
New Jersey
$2.61M -$83K -2,215 -3%
LIC
352
Lodestar Investment Counsel
Illinois
$2.61M +$28.1K +750 +1%
Nuveen Asset Management
353
Nuveen Asset Management
Illinois
$2.57M +$177K +4,726 +7%
M&T Bank
354
M&T Bank
New York
$2.53M -$28.2K -753 -1%
WC
355
Woodstock Corp
Massachusetts
$2.53M – – –
BS
356
Bessemer Securities
New York
$2.49M +$2.49M +66,550 New
LAM
357
Lingohr Asset Management
Germany
$2.42M -$828K -22,100 -26%
CC
358
Colrain Capital
Massachusetts
$2.38M -$787K -21,000 -25%
RW
359
Rand Wealth
Maryland
$2.37M -$78.7K -2,100 -3%
DY
360
Dowling & Yahnke
California
$2.34M +$88.3K +2,355 +4%
HVIA
361
Hudson Valley Investment Advisors
New York
$2.33M -$158K -4,215 -6%
MIM
362
Marco Investment Management
Georgia
$2.32M – – –
BFG
363
Beacon Financial Group
Texas
$2.3M +$1.27M +35,137 +123%
PIA
364
Piedmont Investment Advisors
North Carolina
$2.3M -$5.02K -134 -0.2%
CFA
365
Carroll Financial Associates
North Carolina
$2.27M -$72.2K -1,927 -3%
Los Angeles Capital Management
366
Los Angeles Capital Management
California
$2.25M -$23M -614,109 -91%
Natixis Advisors
367
Natixis Advisors
Massachusetts
$2.13M +$169K +4,506 +9%
BRM
368
Boston Research & Management
Massachusetts
$2.1M +$54.8K +1,462 +3%
Rafferty Asset Management
369
Rafferty Asset Management
New York
$2.09M +$1.57M +41,931 +305%
PAM
370
Panagora Asset Management
Massachusetts
$2.08M -$14.4M -384,550 -87%
PCM
371
Parsons Capital Management
Rhode Island
$2.07M -$108K -2,874 -5%
CIBC World Market
372
CIBC World Market
Ontario, Canada
$2.07M +$237K +6,318 +13%
DC
373
Davenport & Co
Virginia
$2.07M -$186K -4,975 -8%
FB
374
Fulton Bank
Pennsylvania
$2.04M +$27.3K +728 +1%
DVM
375
Dreman Value Management
Florida
$2.04M -$881K -23,515 -30%
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