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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 %
Rafferty Asset Management
426
Rafferty Asset Management
New York
$1.58M -$575K -14,839 -27%
CF
427
CNA Financial
Illinois
$1.56M – – –
MA
428
MUFG Americas
New York
$1.55M +$766K +19,796 +98%
MERSOM
429
Municipal Employees' Retirement System of Michigan
Michigan
$1.53M +$11.6K +300 +0.8%
FNB
430
First Niagara Bank
New York
$1.51M +$25.9K +668 +2%
Schroder Investment Management Group
431
Schroder Investment Management Group
United Kingdom
$1.5M +$259K +6,700 +21%
Teacher Retirement System of Texas
432
Teacher Retirement System of Texas
Texas
$1.5M +$151K +3,910 +11%
CSS
433
Cubist Systematic Strategies
Connecticut
$1.49M +$908K +23,451 +157%
HK
434
Horizon Kinetics
New York
$1.48M -$3.87K -100 -0.3%
PA
435
Profund Advisors
Maryland
$1.48M +$126K +3,259 +9%
OA
436
OFI Advisors
Pennsylvania
$1.48M -$174K -4,487 -11%
Creative Planning
437
Creative Planning
Kansas
$1.47M +$180K +4,657 +14%
WS
438
Wedbush Securities
California
$1.45M -$8.52K -220 -0.6%
BOH
439
Bank of Hawaii
Hawaii
$1.45M +$72.2K +1,865 +5%
BBNB
440
Baker Boyer National Bank
Washington
$1.44M -$10.1K -260 -0.7%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.42M +$18.1K +518 +1%
CI
442
Conning Inc
Connecticut
$1.42M -$45.7K -1,180 -3%
KCM
443
Kanawha Capital Management
Virginia
$1.41M +$34K +879 +2%
Two Sigma Advisers
444
Two Sigma Advisers
New York
$1.41M +$1.41M +36,267 New
MC
445
MSF Capital
New York
$1.39M – – –
HighTower Advisors
446
HighTower Advisors
Illinois
$1.39M -$69.1K -1,785 -5%
OC
447
Oppenheimer & Co
New York
$1.38M -$8.21K -212 -0.6%
QI
448
QS Investors
New York
$1.37M -$205K -5,300 -13%
HA
449
Hamel Associates
New Jersey
$1.36M – – –
RJT
450
Raymond James Trust
Florida
$1.34M -$36.9K -952 -3%
16 17
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