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Bank of New York Mellon
BK

Overview Fund Activity

718 hedge funds and large institutions have $28.4B invested in Bank of New York Mellon in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 226 increasing their positions, 290 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+10
Holders Change %
+1.41%
% of All Funds
23.29%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.88%
New
58
Increased
226
Reduced
290
Closed
40
Calls
$70.4M
Puts
$80.8M
Net Calls
-$10.4M
Net Calls Change
-$22.8M

Top Buyers

1
SBAM
Santa Barbara Asset Management
California
+$77.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$70.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$63.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$50.6M
5
SOMRS
State of Michigan Retirement System
Michigan
+$50.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$159M
2
KeyBank National Association
KeyBank National Association
Ohio
-$120M
3
PHAM
Pacific Heights Asset Management
California
-$98.3M
4
SAM
Southeastern Asset Management
Tennessee
-$59.9M
5
CC
Carlson Capital
Texas
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOAM
376
Vertex One Asset Management
British Columbia, Canada
$2M +$2M +66,161 New
MIM
377
Marco Investment Management
Georgia
$1.99M +$649K +21,500 +49%
SIM
378
Sentry Investment Management
Wisconsin
$1.98M +$531K +17,577 +37%
CFA
379
Carroll Financial Associates
North Carolina
$1.95M -$84.1K -2,786 -4%
AIM
380
abrdn Investment Management
United Kingdom
$1.93M +$1.93M +63,763 New
AF
381
Arrow Financial
New York
$1.92M +$7.88K +261 +0.4%
DC
382
Davenport & Co
Virginia
$1.9M -$21.5K -712 -1%
HVIA
383
Hudson Valley Investment Advisors
New York
$1.87M +$44.7K +1,479 +2%
PCM
384
Parsons Capital Management
Rhode Island
$1.85M +$5.74K +190 +0.3%
AIM
385
ARGA Investment Management
Connecticut
$1.76M -$380K -12,600 -18%
DY
386
Dowling & Yahnke
California
$1.68M +$73.4K +2,430 +5%
BRM
387
Boston Research & Management
Massachusetts
$1.67M +$4.83K +160 +0.3%
BMO
388
Beck Mack & Oliver
New York
$1.66M -$8.54K -283 -0.5%
Loomis, Sayles & Company
389
Loomis, Sayles & Company
Massachusetts
$1.66M -$75.2K -2,491 -4%
PGA
390
Portland Global Advisors
Maine
$1.66M -$7.88K -261 -0.5%
FB
391
Fulton Bank
Pennsylvania
$1.65M +$41.8K +1,385 +3%
CIBC World Market
392
CIBC World Market
Ontario, Canada
$1.64M +$48.4K +1,602 +3%
WSFS
393
Wilmington Savings Fund Society
Delaware
$1.62M -$27.2K -900 -2%
HCM
394
Highlander Capital Management
New Jersey
$1.57M -$84.5K -2,800 -5%
AWCI
395
Alpine Woods Capital Investors
New York
$1.55M -$60.4K -2,000 -4%
P
396
Pitcairn
Pennsylvania
$1.53M +$118K +3,907 +8%
WT
397
Washington Trust
Rhode Island
$1.5M – – –
NRS
398
Neville Rodie & Shaw
New York
$1.48M – – –
ANTB
399
AMG National Trust Bank
Colorado
$1.47M -$18.9K -626 -1%
QI
400
QS Investors
New York
$1.41M +$654K +21,661 +86%
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