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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 %
PAM
351
Princeton Alpha Management
New Jersey
$2.83M +$2.83M +73,059 New
WIC
352
Willis Investment Counsel
Georgia
$2.82M -$2.38M -61,413 -46%
DC
353
Davenport & Co
Virginia
$2.81M +$672K +17,350 +31%
TMAM
354
Tokio Marine Asset Management
Japan
$2.78M -$253K -6,520 -8%
BFA
355
Bragg Financial Advisors
North Carolina
$2.75M -$137K -3,535 -5%
Nisa Investment Advisors
356
Nisa Investment Advisors
Missouri
$2.75M -$11.6K -300 -0.4%
JEW
357
Jamison Eaton & Wood
New Jersey
$2.72M +$23K +595 +0.9%
CCIA
358
Campbell & Co Investment Adviser
Maryland
$2.7M +$2.7M +69,600 New
SIM
359
Sentry Investment Management
Wisconsin
$2.67M -$97.4K -2,516 -4%
Parallax Volatility Advisers
360
Parallax Volatility Advisers
California
$2.64M +$1.21M +31,113 +84%
LIC
361
Lodestar Investment Counsel
Illinois
$2.61M -$87.8K -2,267 -3%
Allianz Asset Management
362
Allianz Asset Management
Germany
$2.59M +$1.45M +37,472 +127%
BS
363
Bessemer Securities
New York
$2.58M – – –
BWP
364
Baldwin Wealth Partners
Massachusetts
$2.58M +$1.5M +38,618 +139%
Natixis Advisors
365
Natixis Advisors
Massachusetts
$2.57M +$370K +9,564 +17%
Two Sigma Investments
366
Two Sigma Investments
New York
$2.53M +$2.53M +65,422 New
HVIA
367
Hudson Valley Investment Advisors
New York
$2.51M +$103K +2,650 +4%
GCP
368
GSA Capital Partners
United Kingdom
$2.51M +$2.51M +64,748 New
CONA
369
Capital One National Association
New York
$2.47M +$2.47M +63,680 New
MIM
370
Marco Investment Management
Georgia
$2.44M +$42.6K +1,100 +2%
RW
371
Rand Wealth
Maryland
$2.44M -$3.87K -100 -0.2%
WC
372
Woodstock Corp
Massachusetts
$2.4M -$216K -5,576 -8%
DY
373
Dowling & Yahnke
California
$2.39M -$25.3K -652 -1%
BF
374
BOK Financial
Oklahoma
$2.38M +$793K +20,466 +50%
PIA
375
Piedmont Investment Advisors
North Carolina
$2.37M -$4.18K -108 -0.2%
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